Whitney Okeke
Verified Expert in Finance
Finance Expert
Surrey, BC, Canada
Toptal member since January 22, 2024
Whitney, a seasoned finance professional with 10 years of experience, excels as an Anaplan solution architect. Her expertise spans different types of financial modeling across various industries. Whitney's proficiency in leveraging Anaplan optimizes organizational performance, streamlines processes, and automates repetitive tasks and reports while enhancing strategic planning. She is passionate about delivering tailored solutions to drive efficiency and elevate business outcomes.
Career Highlights
Education Highlights
Certification Highlights
Case Studies
Software Expertise
Other Expertise
Work Experience
Senior EPM Consultant
US Boutique Consulting Firm
- Acted as the lead model builder and implemented Anaplan, an innovative ERP system for connected planning for clients across various industries.
- Designed an end-to-end solution architecture, adopting a data hub and spoke model to meet clients' Anaplan needs and automate manual Excel tasks.
- Enhanced existing Anaplan models to improve processes, leveraging the latest features available in the Anaplan platform.
Management Consultant
Large Multinational Consulting Firm
- Headed the finance operations workstream to start up the finance function for a new startup government organization by designing and implementing end-to-end processes, financial and management reports, and enabling payroll and payment processing.
- Led the general ledger (GL) workstream for a new ERP system implementation for a large financial services client, helping them with future state processes, controls, and functional designs.
- Collaborated with multiple teams to implement Anaplan at a large global retail organization.
Finance Manager
Global Media Company
- Oversaw and provided mentorship to three team members within the finance team of a strategic business unit. Ensured meticulous review of all team deliverables for accuracy and adherence to deadlines.
- Established the accounting system for a newly formed business unit, designed and implemented processes, and generated reports to measure progress. Collaborated with the leadership team to formulate and manage budgets.
- Partnered with the senior leadership team to develop annual budgets and quarterly forecasts utilizing internal tools such as Hyperion and SAP. Conducted in-depth analysis of variances to monitor and assess the business unit's financial position.
- Developed a proactive reporting system that timely alerts leadership to potential budget risks, reducing discrepancy error logs by 50% within one year and revamping management reports to enhance decision-making processes.
Education
Master’s Degree in Business Administration (MBA)
Imperial College - London, United Kingdom
Bachelor's Degree in Accounting
York University - Toronto, Canada
Certifications
Anaplan Solution Architect
Anaplan
Anaplan Model Builder
Anaplan
Certified Management Accountant (CMA)
CPA Canada
Skills
Finance
Financial Planning & Analysis (FP&A), Management Accounting, Financial Modeling, Budgeting, Forecasting, Accounting
Output Software
Microsoft Excel
Data & Analysis Software
Anaplan
Other
Excel, Consulting, User Acceptance Testing (UAT), Project Planning, Financial Reporting Dashboards, Microsoft Office, Reporting, Models, Revenue Analysis, PowerPoint Design, Solution Architecture, App UX, Business Cases, Asana
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