Finance Manager, Business Partnership

Wipfli • Remote • Full Time • $107,000–$144,000 / year

Posted on Sat, Sep 19, 2026

Referral Details

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process:
After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization.
Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience.
Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.


If you would like to read more about referral bonus eligibility, please visit InSite: https://wipflillp.sharepoint.com/sites/WipfliAssociateHandbook/SitePages/Associate-Referral-Bonus-Program.aspx

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!

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 hr@wipfli.com
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.

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