[Hiring] FP&A Analyst @Wipfli Advisory LLC

Role Description

The Financial Analyst II, FP&A supports planning, forecasting, reporting and financial analysis across the finance organization. This role prepares recurring reports, maintains budget and forecast models, supports variance analysis and assists with management reporting, cash forecast inputs, personnel analytics and ad hoc financial analysis.

Responsibilities

• Maintains budget and forecast schedules for assigned departments, cost centers, administrative functions and financial statement lines.
• Serves as a finance business partner for administrative functions such as HR, Finance and Legal, supporting planning, forecasting, expense management, reporting and decision support.
• Prepares monthly reporting packages, budget-to-actual variance analysis, forecast updates, trend analysis and financial performance commentary.
• Supports compensation and benefits analysis, headcount tracking, hiring plan updates, operating expense analysis and project-level financial reporting.
• Supports RE capital and lease management reporting, including lease schedules, renewal and capital planning support, occupancy cost analysis and related forecast inputs.
• Performs data validation, reconciles reports to source systems, investigates variances and ensures recurring reports are accurate and timely.
• Builds and updates financial models, dashboards and ad hoc analysis to support leadership questions, resource planning and business cases.
• Documents recurring FP&A processes and helps improve reporting efficiency through better templates, automation and use of Workday, Office Connect and Adaptive.

Qualifications

• Bachelor’s Degree in Finance, Accounting, Business, Economics or related field.
• Two+ years of financial analysis, FP&A, accounting, reporting or business analytics experience.
• Experience preparing budgets, forecasts, variance analysis, management reporting and financial models.
• Experience with reporting automation, dashboarding, data validation tools or AI-enabled productivity tools preferred.

Requirements

• Strong analytical, financial modeling, Excel and reporting skills.
• Ability to work with administrative leaders, understand cost drivers and translate data into clear planning and expense management insights.
• Ability to apply automation and AI-enabled tools to improve reporting refreshes, reconciliations, variance explanations and recurring FP&A deliverables.
• Strong attention to detail, process discipline and ability to manage recurring deliverables while supporting ad hoc 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 include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.