Wipfli · 20 hours ago
Director, Financial Planning and Analysis
United States
Full-time
Remote
Director/Executive
$142K/yr - $212K/yr
7+ years expWipfli is a professional services firm that values its people and their impact on the organization. As the Director of Financial Planning and Analysis, you will drive growth and value creation by overseeing financial planning, forecasting, and performance analysis, while serving as a strategic partner to the CFO and executive team.
AccountingConsultingInformation Technology
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
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
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
Qualification
Required
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
Benefits
8 health plan options (both HMO & PPO plans)
Dental and vision coverage
Opportunity to enroll in HSA with potential Firm contribution
Employee Assistance Program
Firm-sponsored basic life and short and long-term disability coverage
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
Travel rewards
Critical illness & accident insurance
Hospital indemnity insurance
Legal
Long-term care
Pet insurance
ID theft protection
Supplemental life/AD&D
Company
Wipfli
Wipfli LLP is one of the top 20 accounting and consulting firms.
1001-5000 employees
H1B Sponsorship
Wipfli has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (3)
2023 (5)
2022 (6)
2021 (7)
2020 (6)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain Capital
2025-08-01Private Equity
Leadership Team
Ryan Risley
Partner and Chief Technology Officer - Business Solutions Group
Jeff Greeneway
Retired
Recent News
2025-11-28
EIN Presswire
2025-11-14
Company data provided by crunchbase