FP&A Manager: Strategic Forecasting & Insights

Wipfli; United States; On-site; USD 107,000 - 144,000; Full time

Benefits offered by this job

Health benefits

401(k) with employer match

Flexible time off

Disability insurance

Job summary

Wipfli is seeking a Manager of FP&A to lead core financial planning, forecasting, management reporting, and variance analysis. The role owns the planning cadence, translates closed results into business insights, and supports leadership with budget discipline, forecast updates, cash inputs, and lender reporting.

The position partners with data teams to define metrics, coordinates monthly management reporting, and drives automation across Workday, Office Connect, and Adaptive.

Qualifications

• Bachelor’s degree in a related field.
• Six+ years of FP&A, corporate finance, or related experience.
• Experience budgeting, forecasting, management reporting, and board reporting.
• Experience automating FP&A processes and using planning tools.

Responsibilities

• Lead annual budget and quarterly forecast cycles with variance analysis.
• Prepare financial packages and KPI analysis for sponsor/board reporting.
• Drive reporting redesign, standardize templates and improve forecast workflows.
• Model and analyze partner compensation, accruals, and payout scenarios.
• Build long-range planning models aligned to 5-year growth targets.
• Develop and maintain models for revenue, utilization, and expenses.
• Support ROI, payback, and cost-benefit analyses for investments.
• Collaborate with data teams to define key metrics used in reporting.

Skills

Advanced financial modeling

Executive communication

Planning & forecasting

Reporting redesign

Education

Bachelor’s Degree in Finance/Accounting/Economics/Business

Tools

Workday

Office Connect

Adaptive

Job description

Wipfli is seeking a Manager of FP&A to lead core financial planning, forecasting, management reporting, and variance analysis. The role owns the planning cadence, translates closed results into business insights, and supports leadership with budget discipline, forecast updates, cash inputs, and lender reporting.

The position partners with data teams to define metrics, coordinates monthly management reporting, and drives automation across Workday, Office Connect, and Adaptive.