Finance Business Partner Lead - Performance & Strategy

Wipfli Advisory LLC

United States

Remote

USD 107,000 - 144,000

Full time

2 days ago

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Benefits offered by this job

Health plan options

Dental & vision

HSA with Firm contribution

401(k) with match

Education assistance

Flexible time off

Parental leave

Travel rewards

Job summary

Wipfli LLP in the United States seeks a Manager, Finance Business Partnership to translate FP&A reporting into actionable insights, support monthly performance conversations, and drive forecast discipline. You will partner with practice groups and leaders to improve profitability, utilization, pricing and discounting while developing standardized KPI dashboards and business review materials.

This role offers a comprehensive benefits package and the opportunity to influence strategic decisions

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.

Responsibilities

Serve as 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.