Finance Manager, Business Partnership

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.

The Manager, Finance Business Partnership provides finance support focused on performance drivers, profitability, utilization, pricing, discounting, commissions, personnel analytics and operating KPIs. This role translates FP&A reporting into business actions, supports monthly performance conversations, leads practice metric development and standardization, and partners with service line and administrative leaders to improve forecast discipline and decision support.

• Serves as the primary finance partner for all practice groups and growth teams, providing recurring performance insights, forecast updates, business case support and financial decision support.
• Leads practice metric development, standardization and reporting, including definitions, ownership, cadence, reporting templates and alignment to enterprise KPI standards.
• Partners with the data team on key metric definition, dashboard development, metric governance and consistency across reporting, planning and leadership review materials.
• Analyzes practice profitability, revenue growth, realization, utilization, billable hours, pricing, discounting, write-offs, AR, WIP, hiring plans, compensation, leverage, capacity and margin drivers.
• Performs pricing and discount analysis, including rate impacts, margin sensitivity, realization trends, client profitability and scenario analysis to support commercial decision-making.
• Leads monthly financial reviews with practice and functional leaders, translating financial results into clear operating actions, risks, opportunities and follow-up items.
• Partners with leaders on annual planning, quarterly forecasting, staffing models, investment requests, productivity improvement and expense management.
• Leads special project work, including profitability reviews, business cases, integration support, reporting redesign, operational metric buildout and performance improvement initiatives.
• Develops business review materials, KPI dashboards, financial narratives and recommendations that are practical for non-finance leaders.
• Works with FP&A Core and Accounting to ensure analysis ties to actual results, approved forecasts, standard definitions and consistent reporting methodologies.
• Identifies trends, challenges assumptions, surfaces risks and opportunities, and helps leaders improve cash conversion, profitability, resource deployment and accountability.

• Strong financial analysis, business partnering, storytelling, problem-solving and executive communication skills.
• Ability to define metrics, standardize reporting, partner with data teams and build actionable dashboards and business review materials.
• Ability to apply automation and AI-enabled tools to improve metric reporting, pricing analysis, business narratives, dashboard development and recurring review materials.
• Ability to challenge assumptions, develop pricing and investment cases, manage special projects and influence leaders through fact-based analysis.

Req#

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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…