财务业务合作经理
Finance Business Partnership Manager
Overview
在 Wipfli，人才至关重要。
在 Wipfli，我们的员工是所有工作的核心——推动我们创造卓越影响和非凡成果的催化剂。
我们相信灵活性。我们注重人际关系。我们鼓励每个人走自己的道路。
人才真正重要，他们也能感受到这一点。对于那些希望有所作为并找到职业归属的人，Wipfli 提供了一个改变职业生涯的机会。
职位概述：财务业务合作伙伴经理为绩效驱动因素、盈利能力、利用率、定价、折扣、佣金、人员分析和运营 KPI 提供财务支持。该职位将 FP&A 报告转化为业务行动，支持月度绩效讨论，领导实践指标的开发和标准化，并与服务线和行政领导者合作，提高预测纪律和决策支持。
职责
主要职责：
- 作为所有实践小组和增长团队的主要财务合作伙伴，提供定期的绩效洞察、预测更新、商业案例支持和财务决策支持。
- 领导实践指标的开发、标准化和报告，包括定义、责任方、频率、报告模板以及与企业 KPI 标准的对齐。
- 与数据团队合作，定义关键指标、开发仪表盘、制定指标治理，并确保报告、计划和领导层审查材料中的一致性。
- 分析实践盈利能力、收入增长、实现情况、利用率、可计费工时、定价、折扣、坏账、应收账款、在制品、招聘计划、薪酬、杠杆率、产能和利润率驱动因素。
- 进行定价和折扣分析，包括费率影响、利润率敏感性、实现趋势、客户盈利能力及情景分析，以支持商业决策。
- 与实践和职能领导者进行月度财务审查，将财务结果转化为清晰的运营行动、风险、机会和后续事项。
- 与领导者合作进行年度规划、季度预测、人员配置模型、投资申请、生产力改进和费用管理。
- 领导专项工作，包括盈利能力审查、商业案例、整合支持、报告重新设计、运营指标构建和绩效改进计划。
- 开发业务审查材料、KPI 仪表盘、财务分析报告
查看英文原文
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, 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.
Responsibilities
Essential Responsibilities:
- 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.
Knowledge, Skills and Abilities
Required Qualifications:
- Bachelor’s Degree in Finance, Accounting, Business, Economics or related field.
- Six+ years of finance, FP&A, business partnership, pricing, commercial finance or professional services analytics experience.
- Experience with forecast management, KPI reporting, profitability analysis, pricing/discount analysis, business case development and cross-functional decision support.
- Experience using automation, dashboarding, data tools or AI-enabled analysis to improve KPI reporting, business review materials and decision support.
Skills & Abilities:
- 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# 2026-8366
Tiffany Farnsworth, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
Additional Details
Additional 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 experiences. The estimated base pay range for this role is $88,000 - $118,000 with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Originally posted on Himalayas