Financial Planning and Analysis Analyst

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 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

Essential 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.

Knowledge, Skills and Abilities

Required 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.

Skills & Abilities:

• 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.

Req# 2026-8644

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 $66,000 - $89,000 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.