Whitney Harrison Email & Phone Number

Orlando, Fl, Us

Fund Operations/Management- Assist in process for monthly valuation of the Fund's assets- Assist in overall process of making new investments - Assist in tracking, monitoring and reporting of the Fund's performance and investment portfolio- Support Due Diligence team- Assist/Coordinate the Board process management and reportingFund Finance- Help the process for the financial underwriting of the new investments for the fund- Responsible for updating and maintaining the fund level financial model and reporting on metrics with key stakeholders- Assist in the process for the annual fund level budgets - Responsible for the preparation of the Quarterly Board decks- Responsible for the cash flow forecast of the fund

Orlando, Fl, Us

- Prepares monthly and quarterly financial review packages for management- Leads preparation of annual budgets and forecasts-Prepares consolidated budgets, forecasts and long range plans-Maintains corporate Cash Flow model for both current year and long range plan -Serves as Enterprise Wide System Administrator for FP&A system (EPBCS)-Prepares presentations for executive and senior management- Analyzes financial/operational data in order to drive action and/or change-Performs what-if analysis to provide financial impact of changes in business model and new business opportunities- Conducts research and industry analysis in order to provide context in a changing environment-Maintains Sales Team compensation models for both annual planning and monthly forecasting purposes-Prepares Sales Team commission calculations for payroll processing

Orlando, Fl, Us

- Prepares monthly/quarterly financial review packages for management- Leads preparation of annual budgets and forecasts-Prepares consolidated budgets and long range plans-Led implementation and serves as Enterprise Wide System Administrator for FP&A system, Anaplan (2015) and Oracle Planning Budgeting Cloud Service (2018)-Prepares presentations for executive/senior management related to financial planning and analysis- Analyzes financial/operational data in order to drive action and/or change- Analyzes and reports on KPIs-Performs what-if analysis to provide financial impact of changes in business model and new business opportunities- Conducts research and industry analysis in order to provide context in a changing environment-Supports Functional Leaders -Supervises analysts who compile and analyze month/quarter end financial information

Orlando, Fl, Us

Provide financial management support to the Functional Business Units.Coordinate and direct the efforts of the Management Reporting Analyst including annual budgeting, monthly management reporting, variance analysis, as well as ad-hoc analysis.

Orlando, Fl, Us

Coordinated the month-end and year-end close process for the Advisors to CNL's Alternative Investment Funds, specifically NTRs and BDCs. Worked closely with the Fund Accounting team to ensure processes and financials were in sync.Provided analysis to Fund CFOs and support staff to assist in auditing procedures for NTRs and BDCs.Assisted in preparation of audit workpapers.

Orlando, Fl, Us

Master Of Science (M.S.), Accounting

Bachelor Of Science (Bs), Accounting