[Hiring] Finance Manager @Wipfli Advisory LLC

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.

Requirements

• 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, and travel rewards.
• Voluntary benefit offerings including critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.