Whitney Okeke, Finance Expert in Surrey, BC, Canada
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Whitney Okeke

Verified Expert  in Finance

Finance Expert

Surrey, BC, Canada

Toptal member since January 22, 2024

Bio

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

Senior EPM Consultant
US Boutique Consulting Firm
Management Consultant
Large Multinational Consulting Firm

Education Highlights

Master’s Degree
Imperial College

Certification Highlights

Case Studies

Work Experience

Senior EPM Consultant

2023 - PRESENT
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.
Focus areas: Anaplan, Design Consulting, Financial Reporting Dashboards, Graphic Design, User Acceptance Testing (UAT), Project Planning, Asana, Reporting, Excel Development, Budgeting Consulting, Forecasting, Models, Revenue Analysis

Management Consultant

2021 - 2022
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.
Focus areas: Design Consulting, Anaplan, FP&A, Graphic Design, User Acceptance Testing (UAT), Reporting, Excel Development, Budgeting Consulting, Forecasting, Models, Revenue Analysis

Finance Manager

2018 - 2021
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.
Focus areas: FP&A, Management Accounting, Reporting, Financial Reporting Dashboards, Graphic Design, Excel Development, Budgeting Consulting, Forecasting, Revenue Analysis, Accounting
2020 - 2022

Master’s Degree in Business Administration (MBA)

Imperial College - London, United Kingdom

2009 - 2013

Bachelor's Degree in Accounting

York University - Toronto, Canada

AUGUST 2023 - PRESENT

Anaplan Solution Architect

Anaplan

JUNE 2021 - PRESENT

Anaplan Model Builder

Anaplan

NOVEMBER 2015 - PRESENT

Certified Management Accountant (CMA)

CPA Canada

Finance

FP&A, Management Accounting, Financial Modeling, Budgeting Consulting, Forecasting, Accounting

Output Software

Excel Development

Data & Analysis Software

Anaplan

Other

Excel, Design Consulting, User Acceptance Testing (UAT), Project Planning, Financial Reporting Dashboards, Microsoft Development, Reporting, Models, Revenue Analysis, Graphic Design, Solution Architecture, App UX, Business Cases, Asana

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