高级财务分析与规划分析师
Senior Analyst FP&A
Overview
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。
我们重视灵活性。我们注重人际关系。我们鼓励每个人走自己的道路。
真正的人才至关重要，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 提供一个改变职业生涯的机会。
职位概述：高级分析员 FP&A - 收入支持收入预测、实现、在制品（WIP）、应收账款（AR）、利润率和收入驱动因素分析。该职位开发定期收入报告，支持预算和预测假设，识别绩效趋势，并与会计和业务合作团队在收入结账交接和面向客户的专业见解方面进行合作。
职责
核心职责：
- 为月度结账、预测更新和管理层审查准备定期收入、可计费工时、利用率、实现率、利润率、在制品（WIP）、应收账款（AR）、冲销和积压报告。
- 按专业领域、细分市场、合作伙伴、服务线和客户分析收入表现，识别数量、费率、组合、利用率、计费速度、在制品（WIP）老化和收账趋势的驱动因素。
- 管理追加费用条目、验证和报告。
- 使用运营驱动因素（如可计费工时、人员配置能力、实现率、积压、销售管道、费率变化、季节性和已知客户活动）支持收入预测模型。
- 支持并购整合到预算流程和报告中，包括收购收入映射、预算基准设置、报告对齐、专业/细分编码和预测整合。
- 与会计和计费团队合作，提供收入结账支持、在制品（WIP）准备金分析、未计在制品（WIP）审查、应收账款（AR）老化趋势和与收入相关的报告控制。
- 协助会计团队建立与业务需求一致的成本中心和账户结构。
- 开发仪表板和分析，帮助管理层了解收入流失、范围蔓延、减记、人员配置组合、定价影响和现金转换风险。
- 准备清晰的评论和建议，用于 FP&A、财务业务合作和管理层支持收入规划和绩效改进行动。
- 知识、技能和能力
- 所需资格：
- 财务、会计、商业分析、经济学或相关领域的学士学位。
- 四年以上 FP&A、收入分析、财务分析或相关经验。
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 Sr. Analyst FP&A - Revenue supports revenue forecasting, realization, WIP, AR, margin and revenue driver analysis. This role develops recurring revenue reporting, supports budget and forecast assumptions, identifies performance trends and partners with accounting and business partnership teams on revenue close handoffs and practice-facing insights.
Responsibilities
Essential Responsibilities:
- Prepares recurring revenue, billable hours, utilization, realization, margin, WIP, AR, write-off and backlog reporting for monthly close, forecast updates and leadership review.
- Analyzes revenue performance by practice, segment, partner, service line and client, identifying drivers of volume, rates, mix, utilization, billing velocity, WIP aging and collection trends.
- Manages add-back expense entries, validation and reporting.
- Supports revenue forecast models using operational drivers such as billable hours, staffing capacity, realization, backlog, pipeline, rate changes, seasonality and known client activity.
- Supports M&A integration into budget processes and reporting, including acquired revenue mapping, budget baseline setup, reporting alignment, practice/segment coding and forecast integration.
- Partners with accounting and billing teams on revenue close support, WIP reserve analysis, unbilled WIP review, AR aging trends and revenue-related reporting controls.
- Supports the accounting team on cost center and account structures that align with business needs.
- Develops dashboards and analysis that help leaders understand revenue leakage, scope creep, write-downs, staffing mix, pricing impacts and cash conversion risks.
- Prepares clear commentary and recommendations for FP&A, Finance Business Partnership and leaders to support revenue planning and performance improvement actions.
Knowledge, Skills and Abilities
Required Qualifications:
- Bachelor’s Degree in Finance, Accounting, Business Analytics, Economics or related field.
- Four+ years of FP&A, revenue analytics, financial analysis, professional services finance or related analytical experience.
- Experience with revenue forecasting, operational metrics, variance analysis, financial modeling and management reporting.
- Experience using automation, dashboarding, data tools or AI-enabled analysis to improve revenue reporting, forecast support and recurring analytical processes.
Skills & Abilities:
- Strong analytical skills with the ability to connect revenue, utilization, realization, WIP, AR and staffing metrics to financial performance.
- Ability to build models, validate data, explain trends and prepare concise recommendations for finance and business leaders.
- Ability to use automation and AI-enabled tools to streamline revenue dashboards, variance explanations, WIP/AR analysis and forecast support.
- Strong Excel, reporting, dashboarding and systems skills, with comfort improving recurring analytical processes.
Req# 2026-8367
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 $73,000 - $98,000 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