FP&A Analyst
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Finance & Banking
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Business
Job Description & How to Apply Below
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 Financial Analyst II, FP&A supports planning, forecasting, reporting and financial analysis across the finance organization. This role prepares recurring reports, maintains budget and forecast models, supports variance analysis and assists with management reporting, cash forecast inputs, personnel analytics and ad hoc financial analysis.
ResponsibilitiesEssential Responsibilities:
- Maintains budget and forecast schedules for assigned departments, cost centers, administrative functions and financial statement lines.
- Serves as a finance business partner for administrative functions such as HR, Finance and Legal, supporting planning, forecasting, expense management, reporting and decision support.
- Prepares monthly reporting packages, budget-to-actual variance analysis, forecast updates, trend analysis and financial performance commentary.
- Supports compensation and benefits analysis, headcount tracking, hiring plan updates, operating expense analysis and project-level financial reporting.
- Supports RE capital and lease management reporting, including lease schedules, renewal and capital planning support, occupancy cost analysis and related forecast inputs.
- Performs data validation, reconciles reports to source systems, investigates variances and ensures recurring reports are accurate and timely.
- Builds and updates financial models, dashboards and ad hoc analysis to support leadership questions, resource planning and business cases.
- Documents recurring FP&A processes and helps improve reporting efficiency through better templates, automation and use of Workday, Office Connect and Adaptive.
Skills and Abilities
Required Qualifications:
- Bachelor’s Degree in Finance, Accounting, Business, Economics or related field.
- Two+ years of financial analysis, FP&A, accounting, reporting or business analytics experience.
- Experience preparing budgets, forecasts, variance analysis, management reporting and financial models.
- Experience with reporting automation, dashboarding, data validation tools or AI-enabled productivity tools preferred.
Skills & Abilities:
- Strong analytical, financial modeling, Excel and reporting skills.
- Ability to work with administrative leaders, understand cost drivers and translate data into clear planning and expense management insights.
- Ability to apply automation and AI-enabled tools to improve reporting refreshes, reconciliations, variance explanations and recurring FP&A deliverables.
- Strong attention to detail, process discipline and ability to manage recurring deliverables while supporting ad hoc analysis.
Req#
#LI-TF1 #LI-remote
Additional DetailsAdditional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and…
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