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Whitney O.

Whitney O.

Innovative Finance/Business Consultant, Anaplan Solution Architect,

As a Chartered Professional Accountant (CPA, CMA) with extensive experience across various industries and a Certified Anaplan Solution Architect, my recent focus has been on expanding my expertise in financial modeling using Anaplan. Building upon my established finance background, I now specialize in process automation and optimization. By harnessing my proficiency in Microsoft Excel VBA and Microsoft Access administration and design, I aim to enhance your financial operations using Anaplan. What Sets Me Apart Chartered Professional Accountant (CPA, CMA): Extensive experience across various industries, providing a strong foundation for financial operations, reporting, and strategy. Advanced Microsoft Excel Skills: Proficient in VBA automation, allowing me to streamline processes, enhance efficiency, and solve complex financial challenges. Customer-Focused Consulting Approach: Drawing on years of consulting experience, I excel at understanding unique business needs and delivering tailored, impactful solutions. Certified Anaplan Solution Architect: Specializing in implementing connected planning solutions to align strategic goals with operational execution and optimize decision-making processes. Anaplan is a connected planning cloud-based software that delivers a unified real-time, cloud-based environment to optimize planning and decision-making across all lines of business and business activities, from strategic to operational levels. Process Optimization and Automation: Passionate about leveraging technology to improve workflows, reduce inefficiencies, and drive financial performance. This combination of technical expertise, customer focus, and strategic insight ensures I can deliver exceptional value and support your organization’s success. I look forward to the opportunity to contribute to your business's success by improving your processes #AnaplanSolutionArchitect #AnaplanModelBuilder #AnaplanConsultant #ExcelExpert

🇨🇦Vancouver, Canada$80/hr100% JSS5.00 (7)Since Jan 2018

Earnings and projects

MRR (estimate)
≈$0

An estimate from an earlier read

World#242,247 / 412k
🇨🇦Country#4,250 / 7,133
Revenue, last 30 days
$0
Total earnings
$5.8k

Billed in all: $5.8k

World#242,247 / 412k
🇨🇦Country#4,250 / 7,133
Per project
$1.2k
Projects, last 6 months
0
World#209,850 / 412k
🇨🇦Country#3,126 / 7,133
Projects in all
5

Across 8 contracts

25% fixed75% hourly
World#266,042 / 412k
🇨🇦Country#4,681 / 7,133

Earnings, last 30 days

$5.8kNothing earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$5.7k$5.8k$5.9k$6.0kOct 9Oct 24Nov 8

No data since Nov 5, 2026.

Skills