Director, Financial Planning and Analysis

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:As Director of FP&A, you'll be the strategic financial partner driving growth, transparency, and value creation. Reporting directly to the CFO, you'll lead financial planning, forecasting, and performance analysis to guide executive decision-making and ensure alignment with stakeholder objectives. This is a high-impact role for a proven leader who thrives in dynamic, acquisition-driven environments.
Essential Responsibilities:

• Oversees consolidated financial planning and forecasting, including integration of acquired entities, and leads annual budgeting and quarterly forecasting processes across all service lines
• Delivers executive-level analysis of value creation strategies, synergy realization, and post-acquisition integration performance, while identifying key trends, risks, and opportunities across both organic growth and M&A activities
• Leads financial due diligence and deal analysis for potential acquisitions, partnering with corporate development and executive leadership to evaluate transaction economics, develop pro forma financial models, and assess ROI and collaboration opportunities
• Collaborates with Senior leadership and PE sponsors to build robust scenario modeling, investment return analyses, and long-term strategic plans
• Drives integration of newly acquired companies into financial reporting, planning, and performance analytics frameworks
• Leads preparation of executive-level reporting and board materials, including financial bridges, trends and actionable insights
• Establishes key performance metrics that enhance organizational visibility into financial and operational outcomes
• Partners with service line leadership to strategically align revenue, staffing, and expense planning with stakeholder-driven growth objectives
• Acts as a key financial liaison between the company, its PE sponsor, and external advisors during transaction and integration processes
• Collaborates with accounting team to ensure alignment between actuals and forecasts, and to establish a consistent, reliable close-to-forecast process
• Acts as a champion for data-driven decision-making and financial accountability across the organization. Develop dashboards and business intelligence (BI) tools to provide visibility into financial and operational performance
• Leads and mentors analysts, ensuring development of M&A financial modeling expertise

Required Qualifications:

• Bachelor's degree in Finance, Accounting, Economics or related field
• 7 - 10 years of experience in FP&A, with direct exposure to private equity environments, M&A, or corporate development
• Experience in a professional services environment is especially valued
• 5 years in management or leadership role
• CPA, CFA or MBA
• Strong financial modeling skills, including pro forma and deal scenario analysis.
• Experience with integration of acquisitions into financial systems and reporting frameworks.
• Proficiency with budgeting tools and ERP systems; Workday and Adaptive preferred.

Skills & Abilities:

• Ability to analyze data and recommend solutions
• Communication - The ability to develop and deliver multi-mode communications that convey a clear understanding of the unique needs of the different audiences and inspire trust.
• Business acumen - The ability to understand how the firm makes money, to interpret key financial indicators and make decisions on how best to utilize resources to achieve the firm's strategic goals.
• Strategic thinking - The ability to see ahead to future possibilities and translate them into breakthrough strategies.
• Ability to balance many projects simultaneously
• Ability to work under pressure and time deadlines
• Ability to plan, prioritize, and organize work effectively
• Ability to exhibit behaviors aligned with Wipfli's core values

Tiffany Farnsworth, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
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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 $142,000 - $191,000 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.