Finance Analyst

At Wipfli, people count
The way you think makes you different. At Wipfli, we embrace that.
Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.
We're also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.
If you want to be in an environment where you can grow, feed your curiosity, and make a difference, Wipfli is the place for you.
Job Summary:
Under general direction- of the Finance Manager, the Financial Analyst II contributes to the overall financial performance of the firm by assisting with financial month/year end closing, financial reporting and review, analyzing financial results and general ledger account reconciliations.
Responsibilities:

• Collecting and analyzing operational data for Wipfli LLP and Consolidated Financial Reporting
  • Reconciling
  • Preparing Monthly adjusting Journal Entries
  • Preparing Monthly Accrual Entries
• Monthly General Ledger Account Reconciliations and Analysis
• Identifying and Monitoring variances in Revenue and Expense items
  • Detailed Revenue Analysis to Budget/Forecast by Service Line and Market
  • Detailed Analysis and Explanations for WIP and AR Write Offs
• Financial Statement and Report development to meet the needs of the Firm and its Partners
• Reconciling Financial Statements to supporting documentation
• AP Invoice GL Coding Approval
• Other Various Partnership requests

Experience

• Bachelor's degree in Finance, Accounting, or related field
• 2-5 years of relevant experience in corporate finance, financial planning and analysis, or other related fields.
• Experience with Workday on the financial system
• Working knowledge of Excel and financial modeling
• CPA or CMA a plus
• Business acumen and curiosity

Abilities

• Exceptional interpersonal skills, including written and oral communication skills including being comfortable with interacting with firm leadership
• Analytical, decision-making, and problem-solving skills
• Ability to streamline functions and passion to learn and grow
• Comfort with dealing with ambiguity and the ability to work unsupervised
• Attention to accuracy and detail
• Plan, prioritize, and organize work
• Balance multiple projects

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 supports equal pay for equal work and values each candidate's unique experiences and skill sets. The estimated pay range for this position is: $50,000 - $82,000. Compensation within the range is determined by a variety of factors including, but not limited to, location, individuals' skills, experience, training, licensure and certifications, business needs and applicable 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 offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.
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