[Hiring] Finance Business Partnership Manager @Wipfli

Role Description

The Manager, Finance Business Partnership provides finance support focused on performance drivers, profitability, utilization, pricing, discounting, commissions, personnel analytics, and operating KPIs. This role translates FP&A reporting into business actions, supports monthly performance conversations, leads practice metric development and standardization, and partners with service line and administrative leaders to improve forecast discipline and decision support.

Responsibilities

• Serves as the 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.

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.

Skills & Abilities

• Strong financial analysis, business partnering, storytelling, problem-solving, and executive communication skills.
• Ability to define metrics, standardize reporting, partner with data teams, and build actionable dashboards and business review materials.
• Ability to apply automation and AI-enabled tools to improve metric reporting, pricing analysis, business narratives, dashboard development, and recurring review materials.
• Ability to challenge assumptions, develop pricing and investment cases, manage special projects, and influence leaders through fact-based analysis.

Benefits

• 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.
• 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.
• 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.