Finance Manager, Business Partnership

Wipfli Advisory LLC•,
•$107,000 - $144,000•Remote

About The Position

The Manager, Finance Business Partnership provides finance support focused on performance drivers, profitability, utilization, pricing, discounting, commissions, personnel analytics and operating KPIs. The 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. The role serves as the primary finance partner for practice groups and growth teams, providing recurring performance insights, forecast updates, business case support and financial decision support. It develops practical business review materials, KPI dashboards, financial narratives and recommendations for non-finance leaders, and works with FP&A Core and Accounting to maintain alignment with actual results, approved forecasts and standard reporting methods.

Requirements

  • Bachelor’s degree in Finance, Accounting, Business, Economics or a related field.
  • Six or more years of experience in finance, FP&A, business partnership, pricing, commercial finance or professional services analytics.
  • Experience with forecast management, KPI reporting, profitability analysis, pricing and 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.
  • 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.

Responsibilities

  • Serve as the primary finance partner for practice groups and growth teams, providing performance insights, forecast updates, business case support and financial decision support.
  • Lead practice metric development, standardization and reporting, including definitions, ownership, cadence, templates and alignment with enterprise KPI standards.
  • Partner with the data team on metric definitions, dashboard development, metric governance and reporting consistency.
  • Analyze practice profitability, revenue growth, realization, utilization, billable hours, pricing, discounting, write-offs, accounts receivable, work in progress, hiring plans, compensation, leverage, capacity and margin drivers.
  • Perform pricing and discount analysis, including rate impacts, margin sensitivity, realization trends, client profitability and scenario analysis.
  • Lead monthly financial reviews with practice and functional leaders, translating results into operating actions, risks, opportunities and follow-up items.
  • Partner with leaders on annual planning, quarterly forecasting, staffing models, investment requests, productivity improvement and expense management.
  • Lead special projects such as profitability reviews, business cases, integration support, reporting redesign, operational metric development and performance improvement initiatives.
  • Develop business review materials, KPI dashboards, financial narratives and practical recommendations for non-finance leaders.
  • Work with FP&A Core and Accounting to ensure analysis ties to actual results, approved forecasts, standard definitions and consistent reporting methodologies.
  • Identify trends, challenge assumptions, surface risks and opportunities, and help leaders improve cash conversion, profitability, resource deployment and accountability.

Benefits

  • Eight health plan options, including HMO and PPO plans
  • Dental coverage
  • Vision coverage
  • Health Savings Account with potential Firm contribution
  • Employee Assistance Program
  • Firm-sponsored basic life insurance
  • Short- and long-term disability coverage
  • 401(k) savings plan
  • Profit sharing
  • Firm matching contribution
  • Well-being incentive
  • Education and certification assistance
  • Flexible time off
  • Family care leave
  • Parental leave
  • Family formation benefits
  • Cell phone reimbursement
  • Travel rewards
  • Voluntary critical illness and accident insurance
  • Hospital indemnity insurance
  • Legal insurance
  • Long-term care insurance
  • Pet insurance
  • Identity theft protection
  • Supplemental life and AD&D insurance
  • Annual discretionary bonus may be available, subject to participation rules and relevant factors
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