Senior Financial Analyst

At Wipfli, people count
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 person to follow their own path. And we seek feedback openly, from all. People matter here and they feel it. We value curiosity; curious is more than a personality trait. It's a way of thinking. Of learning. Of working. There's purpose in this wonder. It makes us better. It makes us Wipfli. If you want to be in an environment where you can make a difference and make a professional home, Wipfli is the place for you.
Job Summary: Under general direction, the Senior Financial Analyst contributes to the overall financial performance of the firm by assisting with financial month/year end closing, financial reporting and review, financial planning and budgeting processes, analyzing and interpreting financial results and general ledger account reconciliations. May be a Performance Coach for a Financial Analyst I position and assist in training the Financial Analyst I and II positions.
Responsibilities:

• Collecting and examining 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. Revenue Analysis to Budget/Forecast by Service Line and Market. Detailed Analysis and Explanations for WIP and Accounts Receivable Write Offs.
• Financial Statement and Report development to meet the needs of the Firm and its Partners.
• Reconciling Financial Statements to supporting documentation.
• Accounts Payable Invoice GL Coding Approval.
• Evaluate financial performance by comparing and examining actual results with plans and forecasts. Detailed analysis of Various Financial Statement Accounts requested by Leadership.
• Assist with Various Year/Quarter end Partnership Calculations.
• Assist with completion of various components of Cash Flow and Balance Sheet Forecasting.
• Support annual Financial Planning and budget process.
• Identify opportunities for performance improvement in the Finance Department.

Experience

• Bachelor's degree in Finance, Accounting, or related field; CPA or CMA a plus
• 7+ years of relevant experience in corporate finance, financial planning and analysis, or other related fields.
• Proven working knowledge of Excel and financial modeling
• Advanced experience with financial statement analysis
• Advanced financial modeling experience
• Exceptional business acumen and curiosity
• Experience working with ERP systems and databases

Abilities

• Proven interpersonal skills, including written and oral communication skills including being comfortable with interacting with firm leadership
• Excellent 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 independently
• Attention to accuracy and detail
• Plan, prioritize, and organize work effectively
• Manage multiple projects simultaneously

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, citizenship status, 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: $65,000 - $100,000 a year. 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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