Whitney is available for hire
Hire WhitneyWhitney Okeke
Verified Expert in Management Consulting
Management Consulting 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
Manager, EPM/Anaplan Solution Architect
US Boutique Consulting Firm
Senior EPM Consultant/Anaplan Model Builder
US Boutique Consulting Firm
Management Consultant
Large Multinational Consulting Firm
Education Highlights
Master’s Degree
Imperial College
Certification Highlights
Anaplan Solution Architect
Anaplan
Anaplan Model Builder
Anaplan
Certified Management Accountant (CMA)
CPA Canada
Case Studies
Building and Customizing the Anaplan FP&A Model
AnaplanFinancial Planning & Analysis (FP&A)ConsultingAsanaApp UXFinancial Reporting Dashboards+ 4 more
Anaplan Sales and Demand Planning Model Design
AnaplanConsultingBusiness CasesFinancial ModelingModels
Software Expertise
- Anaplan
Other Expertise
- Consulting
- Financial Modeling
- Financial Planning & Analysis (FP&A)
- Financial Reporting Dashboards
- Management Accounting
- Solution Architecture
- User Acceptance Testing (UAT)
Work Experience
Manager, EPM/Anaplan Solution Architect
2024 - PRESENT
US Boutique Consulting Firm
- Acted as a solution architect on various implementation projects for Anaplan (an innovative ERP system for connected planning).
- Collaborated with key stakeholders to understand business requirements, translate them into scalable Anaplan solutions, and ensure alignment of Anaplan models with organizational goals and objectives.
- Managed Anaplan model builders in projects, providing a model schema and guidance on how to build the model to align with the client's needs. Also, provide training where needed.
Focus areas: Anaplan, Consulting, Financial Reporting Dashboards, PowerPoint Design, User Acceptance Testing (UAT), Project Planning, Asana, Reporting, Budgeting, Forecasting, Model Building, Solution Architecture, Project Scoping, User Requirements
Senior EPM Consultant/Anaplan Model Builder
2023 - 2024
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, Consulting, Financial Reporting Dashboards, PowerPoint Design, User Acceptance Testing (UAT), Project Planning, Asana, Reporting, Microsoft Excel, Budgeting, 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: Consulting, Anaplan, Financial Planning & Analysis (FP&A), PowerPoint Design, User Acceptance Testing (UAT), Reporting, Microsoft Excel, Budgeting, 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: Financial Planning & Analysis (FP&A), Management Accounting, Reporting, Financial Reporting Dashboards, PowerPoint Design, Microsoft Excel, Budgeting, Forecasting, Revenue Analysis, Accounting, Financial Forecasting
Education
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
Certifications
AUGUST 2023 - PRESENT
Anaplan Solution Architect
Anaplan
JUNE 2021 - PRESENT
Anaplan Model Builder
Anaplan
NOVEMBER 2015 - PRESENT
Certified Management Accountant (CMA)
CPA Canada
Skills
Finance
Financial Planning & Analysis (FP&A), Management Accounting, Financial Modeling, Budgeting, Forecasting, Accounting, CPA
Output Software
Microsoft Excel
Data & Analysis Software
Anaplan
Other
Excel Expert, Consulting, User Acceptance Testing (UAT), Project Planning, Financial Reporting Dashboards, Microsoft Office, Reporting, Models, Revenue Analysis, PowerPoint Design, Solution Architecture, App UX, Financial Forecasting, Business Cases, Asana, Model Building, Project Scoping, User Requirements
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