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.
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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.