FP&A Manager

Wipfli; United States; Remote; USD 88,000 - 118,000; Full time

Benefits offered by this job

Health plan options

Dental coverage

Vision coverage

HSA enrollment

401(k) with profit share

Education & certification assistance

Flexible time off

Job summary

Wipfli is seeking an FP&A leader to drive annual budgeting, quarterly forecasts, and variance analysis across revenue, margin, and expenses. You will build and maintain financial models, deliver executive-ready narratives, and partner on strategic initiatives including technology investments and AI-enabled planning.

The role emphasizes improving processes, standardizing reporting, and delivering insights to support growth and governance.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business or related field.
• Six+ years in FP&A, corporate finance or related experience.
• Experience with budgeting, forecasting and board reporting.

Responsibilities

• Leads annual budget and quarterly forecast cycles with variance analysis.
• Supports sponsor reporting with KPI analysis and governance narratives.
• Leads reporting redesign projects and improves forecast workflows.
• Owns partner compensation planning and scenario analysis.
• Develops long-range planning models aligned to growth targets.
• Maintains financial models for revenue, utilization, cost and spend.

Skills

Advanced financial modeling

Executive communication

Automation & AI-enabled tools

Dashboarding

Education

Bachelor's Degree in Finance

Accounting

Tools

Workday

OfficeConnect

Adaptive Planning

Job description

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: https://wipflillp.sharepoint.com/sites/WipfliAssociateHandbook/SitePages/Associate-Referral-Bonus-Program.aspx

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 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.

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! #LI-TF1 #LI-remote

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 [e-mail] 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.