Senior Analyst FP&A

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 Sr. Analyst FP&A - Revenue supports revenue forecasting, realization, WIP, AR, margin and revenue driver analysis. This role develops recurring revenue reporting, supports budget and forecast assumptions, identifies performance trends and partners with accounting and business partnership teams on revenue close handoffs and practice-facing insights.
Responsibilities
Essential Responsibilities:

- Prepares recurring revenue, billable hours, utilization, realization, margin, WIP, AR, write-off and backlog reporting for monthly close, forecast updates and leadership review.

- Analyzes revenue performance by practice, segment, partner, service line and client, identifying drivers of volume, rates, mix, utilization, billing velocity, WIP aging and collection trends.

- Manages add-back expense entries, validation and reporting.

- Supports revenue forecast models using operational drivers such as billable hours, staffing capacity, realization, backlog, pipeline, rate changes, seasonality and known client activity.

- Supports M&A integration into budget processes and reporting, including acquired revenue mapping, budget baseline setup, reporting alignment, practice/segment coding and forecast integration.

- Partners with accounting and billing teams on revenue close support, WIP reserve analysis, unbilled WIP review, AR aging trends and revenue-related reporting controls.

- Supports the accounting team on cost center and account structures that align with business needs.

- Develops dashboards and analysis that help leaders understand revenue leakage, scope creep, write-downs, staffing mix, pricing impacts and cash conversion risks.

- Prepares clear commentary and recommendations for FP&A, Finance Business Partnership and leaders to support revenue planning and performance improvement actions.

Knowledge, Skills and Abilities
Required Qualifications:

- Bachelor’s Degree in Finance, Accounting, Business Analytics, Economics or related field.

- Four+ years of FP&A, revenue analytics, financial analysis, professional services finance or related analytical experience.

- Experience with revenue forecasting, operational metrics, variance analysis, financial modeling and management reporting.

- Experience using automation, dashboarding, data tools or AI-enabled analysis to improve revenue reporting, forecast support and recurring analytical processes.

Skills & Abilities:

- Strong analytical skills with the ability to connect revenue, utilization, realization, WIP, AR and staffing metrics to financial performance.

- Ability to build models, validate data, explain trends and prepare concise recommendations for finance and business leaders.

- Ability to use automation and AI-enabled tools to streamline revenue dashboards, variance explanations, WIP/AR analysis and forecast support.

- Strong Excel, reporting, dashboarding and systems skills, with comfort improving recurring analytical processes.

Req# 2026-8367

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.

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