Financial Analyst

Wipfli LLP Wausau , WI 54402

Posted 3 months ago


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 individual to follow their own path. And we seek feedback openly, from all.

People matter here and they feel it.

And 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. We are looking for a trail-blazing Financial Analyst to join our internal finance team. Under general direction, the Financial Analyst contributes to the overall financial performance of the firm by assisting with financial planning and budgeting processes, analyzing and interpreting financial results, developing financial models, preparing projections, and performing research and analysis as may be required by leadership.

Check out our Glassdoor Reviews to hear what people are saying about employment at Wipfli!


  • Collecting and analyzing operational data

  • Monitoring variances, identifying trends, interpreting data, and recommending actions to management to improve financial results

  • Study proposed changes and forecast results

  • Identify and drive process improvements

  • Provide analytical forecasting, reporting, and project support to leaders

  • Support annual budget process

  • Identify opportunities for performance improvement across the firm

  • Develop models that will help with decision making

  • Evaluate financial performance by comparing and analyzing actual results with plans and forecasts


  • Bachelor's degree in Finance, Accounting, or related field; CPA or CMA a plus

  • 2-4 years of relevant experience in corporate finance, financial planning and analysis, or other related fields.

  • Strong working knowledge of Excel and financial modeling

  • Advanced financial modeling experience

  • Strong business acumen and intellectual curiosity

  • Experience working with ERP systems and databases


  • Strong 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

  • Balance 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 identity, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

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Financial Analyst

Wipfli LLP