Stephanie Whiffen

Detail-oriented finance and operations professional with extensive experience overseeing financial workflows, vendor invoice processing, accounts payable-type functions, and construction and real estate-related financial operations. Proven ability to supervise and coordinate complex financial processes including invoice review, payment coordination, vendor compliance, and audit readiness in high-volume, deadline-driven environments.

Recognized for leading operational workflows, supporting cross-functional teams, and ensuring accuracy, timeliness, and compliance across all vendor and financial transactions. Experienced in managing vendor relationships with a strong customer service approach, resolving discrepancies, and maintaining clear, professional communication with contractors, suppliers, and internal stakeholders.

Trusted for maintaining financial accuracy, enforcing procedural compliance, training staff on systems and workflows, and contributing to continuous process improvements that strengthen efficiency and control. Strong proficiency in Microsoft Excel, Word, Outlook, and quickly adapting to new accounting and ERP systems.

Finance & Operations Leadership - (June 2023 - Nov 2025)

Cachengo, Inc. | Vice President of Finance (Directly recruited from Financial Stories, Inc.)

• Directed financial operations, reporting, forecasting, and operational analysis for a rapidly scaling $30 million AI technology company.
• Developed KPI reporting and financial models supporting executive decision-making and operational planning
• Managed vendor relationships, operational expenditures, and financial controls within a fast-paced environment
• Collaborated cross-functionally to improve workflow efficiency and reporting accuracy during organizational transition
• Note: Role concluded following board-led leadership transition and company-wide furlough.

Financial Stories, Inc. | Director, Large Business Division - Directly recruited from Premiere Plus Realty)

• Managed financial workflow coordination and supported vendor-related financial documentation and reporting processes
• Reviewed and analyzed financial records, invoices, and supporting documentation for accuracy and completeness
• Provided oversight support for financial processing activities requiring accuracy, organization, and vendor communication
• Served as primary liaison for key client relationships, ensuring responsive communication and issue resolution

Premiere Plus Realty | Director of Finance and HR

• Oversaw financial operations including vendor payments, invoice coordination, expense tracking, and transaction workflows in a high-volume environment
• Supervised financial processing workflows and ensured accuracy and timeliness of all vendor-related payments and documentation
• Coordinated real estate transactions involving escrow, title, and construction-related financial documentation
• Maintained strong vendor relationships with a customer service focus, resolving issues quickly and professionally
• Supported training, onboarding, and operational consistency across staff and departments

Mortgage Banking & Financial Operations Experience

Residential Lending & Operations Professional (Jan 2003 – June 2023)

• Managed high-volume residential lending transactions from application through closing, including construction-to-permanent loan processing and coordination
• Reviewed and verified financial documentation including income, assets, credit reports, and property-related records to ensure accuracy and compliance
• Coordinated closely with underwriting, processing, title companies, builders, and clients to ensure timely and accurate transaction execution
• Supported construction-to-perm workflows including draw coordination, documentation tracking, and project milestone funding requirements
• Ensured compliance with agency and investor guidelines while maintaining strict attention to detail and deadline adherence
• Maintained strong client, vendor, and partner relationships through responsive communication and service-oriented problem resolution
• Consistently achieved production and service performance goals in fast-paced, deadline-driven environments

Whitney Education Group | Vice President of Administration (Nov 1999 – June 2002)

• Managed and supervised teams exceeding 300 employees with an open-door leadership style focused on communication, accountability, and employee development
• Provided operational oversight across financial, administrative, and workflow functions including training, system implementation, and process control
• Led system conversions, internal audit development, and operational process improvements
• Trained staff in procedures, systems, and financial workflows to ensure consistency and accuracy

Accounting, Finance, Economic (Micro & Macro) – Berkshire Community College- 3.7 gpa

Lending, Mortgage & Financial Operations Coursework – Center for Financial Studies

Executive Leadership Program – American Management Association

Leadership Development Programs – Cape Coral Chamber of Commerce