FP&A Manager

Referral Details

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process:
After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization.

Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status.

Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience. Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.

If you would like to read more about referral bonus eligibility, please visit InSite:

• 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 standard 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.

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…