Wisteria Co.
About Me.
Sheina Whitney is a Financial Operations and Data Reporting professional with experience supporting grant-funded and mission-driven organizations across nonprofit, public health, education, union, and operational finance environments. Her background includes grant expense tracking, reimbursement monitoring, month-end accounting support, financial documentation management, dashboard reporting, compliance coordination, and workflow analysis.
She has supported organizations by improving reporting visibility, strengthening documentation processes, and developing operational solutions that enhance efficiency across teams. Her experience includes supporting federally funded programs, financial reporting workflows, reimbursement tracking, and cross-functional process improvement initiatives.
Sheina combines analytical thinking with a collaborative, systems-focused approach to help organizations better understand operational and financial data through clear reporting and streamlined processes. She is currently expanding her technical reporting expertise through the Microsoft Power BI Data Analyst training program in preparation for the Microsoft PL-300 certification exam.
My Credentials
December 2025
Pro Advisor Bookkeeping Certificate
Certified in QuickBooks Online, with over 2 years of hands-on experience supporting clients through accurate setup, reconciliation, reporting, and ongoing financial management. This credential ensures I can implement and maintain systems that are both efficient and CPA/Accountant-ready.
June 2024
Trauma Informed Yoga Instructor
My Vinyasa School
Trained in trauma-informed practices, which informs how I work with clients — emphasizing clarity, trust, and supportive communication. This background is especially valuable when working with wellness-based businesses and service providers who value intentional, client-centered operations
January 2020 - Present
Nonprofit & Social Services Financial Operations Support Consulting
Hands-on experience supporting organizations with $5M–$30M annual budgets across the DMV, including financial reporting, reconciliation, and compliance support. This real-world experience informs my ability to build scalable systems and provide consulting grounded in operational reality.
May 2017
BA - Philosophy
Penn State University
Strengthens analytical reasoning, ethical decision-making, and strategic thinking. This degree supports my consulting approach by helping clients clarify goals, evaluate risks, and build sustainable business practices.
May 2017
BA - Political Science
Penn State University
Provides a strong foundation in policy analysis, critical thinking, and systems-level problem solving. This perspective supports my ability to navigate compliance-driven environments, grants, and organizational structures.