Senior Analyst FP&A

Wipfli LLP; Northern (KY); Hybrid; USD 80,000 - 108,000; Full time

Benefits offered by this job

Health insurance

Dental and vision coverage

HSA enrollment

401(k) with company match

Well-being incentive

Education & certification assistance

Flexible time off

Parental leave

Family formation benefits

Cell phone reimbursement

Job summary

Wipfli LLP is seeking a Sr. Analyst FP&A - Revenue to advance revenue forecasting, WIP, AR, margin and revenue driver analysis.

The role develops recurring revenue reporting, supports budget and forecast assumptions, and partners with accounting and business teams on close handoffs. Required are four or more years of FP&A/revenue analytics experience along with strong analytical and Excel skills to build dashboards and provide leaders with actionable insights to improve revenue planning and

Qualifications

• Bachelor’s Degree in Finance, Accounting, Business Analytics, Economics or related field.
• Four+ years of FP&A, revenue analytics, financial analysis or related experience.
• Experience with revenue forecasting, variance analysis, financial modeling and management reporting.
• Experience using automation or AI-enabled analysis to improve revenue reporting and forecasting.

Responsibilities

• Prepares recurring revenue, billable hours, utilization, realization, margin, WIP, AR, write-offs and backlog reporting for monthly close and forecasts.
• Analyzes revenue by practice, segment, partner, service line and client to identify drivers of volume, rates, mix and collection trends.
• Manages add-back expense entries, validation and reporting.
• Supports revenue forecast models using drivers such as billable hours, staffing capacity and backlog.

Skills

Analytical skills

Forecasting & analysis

Automation/AI-enabled analysis

Financial storytelling

Education

Bachelor’s Degree in Finance/Accounting

Tools

Excel

Dashboards (BI)

ERP/Finance systems

Job description

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.

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.

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

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 $80,000 - $108,000 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.

• 8 health plan options (both HMO & PPO plans)
• dental and vision coverage
• opportunity to enroll in HSA with potential Firm contribution
• Employee Assistance Program
• 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
• travel rewards
• critical illness & accident insurance
• hospital indemnity insurance
• legal
• long-term care
• pet insurance
• ID theft protection
• 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.