Finance Manager - Business Partnership

Overview

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 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

Essential 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. 

Knowledge, Skills and Abilities

Required 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. 

Req# 2026-8366

Tiffany Farnsworth, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!

#LI-TF1 #LI-remote

Additional Details

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 [email protected]

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $107,000 - $144,000 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. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include 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, 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. 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.

As required by the Transparency in Coverage Rule, Wipfli is providing access to machine-readable files that disclose certain pricing arrangements with healthcare providers under Wipfli’s AmeriBen and Kaiser medical plans.

If you believe you have been wrongly billed, you may contact U.S. Department of Health and Human Services beginning January 1, 2022 at 1-800-985-3059. Visit https://www.cms.gov/nosurprises for more information about your rights under federal law. For AmeriBen specific resources, please visit: AmeriBen Surprise Billing Notice.