Overview:
At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Job Summary: The Manager of FP&A leads core financial planning, forecasting, management reporting and variance analysis. The role owns the planning cadence, translates closed accounting results into business insights and supports leadership with budget discipline, forecast updates, cash forecast inputs, lender/management reporting and recurring performance narratives.
Responsibilities:
Essential Responsibilities:
* Leads annual budget and quarterly forecast cycles, and recurring variance analysis across revenue, margin, compensation, operating expenses and cash flow drivers.
* Supports PE sponsor and board reporting by preparing financial packages, KPI analysis, performance narratives, forecast bridges, variance analysis and responses to follow-up requests.
* Leads special projects and reporting redesign efforts, including standardizing reporting packages, simplifying recurring processes, improving forecast workflows and enhancing executive-ready materials.
* Owns partner compensation planning and analysis, including modeling, accrual support, plan scenario analysis, payout analytics and alignment to forecast and budget assumptions.
* Builds long-range planning models in support of the 5-year growth target.
* Develops and maintains financial models for revenue, billable hours, utilization, realization, headcount, compensation, partner distributions, operating expenses, technology spend, cloud spend, AI spend and scenario planning.
* Supports business case development for technology, automation, cloud, AI, operating investments and transformation initiatives, including ROI, payback, cost-benefit and sensitivity analysis.
* Partners with the data team to define, standardize and govern key financial and operating metrics used in reporting, dashboards and planning models.
* Coordinates monthly management reporting, lender reporting support, budget-to-actual analysis, forecast variance commentary and executive-level performance narratives.
* Establishes standards for reporting templates, assumptions, data validation, version control, forecast calendars and planning processes.
* Partners with accounting to understand close results, evaluate unusual items and ensure forecast and reporting outputs reconcile to actual financial results.
* Improves FP&A processes, reporting automation, planning tool usage and self-service analytics across Workday, Office Connect, Adaptive and related data sources.
Qualifications:
Required Qualifications:
* Bachelor's Degree in Finance, Accounting, Economics, Business or related field.
* Six+ years of FP&A, corporate finance, financial reporting, business analytics or related experience.
* Experience supporting budgeting, forecasting, management reporting, board or sponsor reporting, financial modeling and cross-functional planning processes.
* Experience improving FP&A processes through automation, planning-system enhancements, dashboarding, data workflows or AI-enabled analysis and reporting tools.
Skills & Abilities:
* Advanced financial modeling, analytical, planning and executive communication skills.
* Ability to redesign reporting, manage special projects, build business cases and translate complex financial data into clear recommendations.
* Ability to apply automation and AI-enabled tools to improve planning workflows, reporting narratives, variance analysis, data validation and management reporting efficiency.
* Strong systems orientation with experience improving planning tools, data quality, automation and dashboard-enabled decision support.
Req# 2026-8365
Tiffany Farnsworth, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
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