财务规划与分析经理
FP&A Manager
简介
在Wipfli，人才至关重要。
在Wipfli，我们的员工是所有事情的核心——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。
职位概要：FP&A经理负责核心财务规划、预测、管理报告和差异分析。该职位负责规划节奏，将已结账的财务结果转化为业务洞察，并通过预算纪律、预测更新、现金流预测输入、贷款人/管理层报告和定期绩效叙述来支持管理层。
职责
主要职责：
- 领导年度预算和季度预测周期，以及收入、毛利、薪酬、运营费用和现金流驱动因素的定期差异分析。
- 通过准备财务资料包、KPI分析、绩效叙述、预测桥梁、差异分析和对后续请求的回应，支持私募股权赞助商和董事会报告。
- 领导特殊项目和报告重新设计工作，包括标准化报告资料包、简化重复流程、改进预测工作流和提升高管可用材料。
- 负责合作伙伴薪酬规划与分析，包括建模、计提支持、计划情景分析、支付分析以及与预测和预算假设的一致性。
- 建立长期规划模型以支持五年增长目标。
- 开发和维护用于收入、可计费小时数、利用率、实现率、人员数量、薪酬、合伙人分配、运营费用、技术支出、云支出、AI支出和情景规划的财务模型。
- 支持技术、自动化、云、AI、运营投资和转型计划的商业案例开发，包括投资回报率、回收期、成本效益和敏感性分析。
- 与数据团队合作，定义、标准化和管理报告、仪表板和规划模型中使用的关键财务和运营指标。
- 协调月度管理报告、贷款人报告支持、预算与实际分析、预测差异评论和高管级绩效叙述。
- 建立报告模板、假设、数据验证的标准
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 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.
Knowledge, Skills and Abilities
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!
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