Director, Financial Planning and Analysis

Referral Details

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process: After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization. Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience. Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.

If you would like to read more about referral bonus eligibility, please visit InSite: https://wipflillp.sharepoint.com/sites/WipfliAssociateHandbook/SitePages/Associate-Referral-Bonus-Program.aspx

Responsibilities

Essential 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 - 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 - 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

Knowledge, Skills and Abilities

Required Qualifications: - 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.    Skills & Abilities: - Ability to analyze data and recommend solutions - Communication - The ability to develop and deliver multi-mode communications that convey a clear understanding of the unique needs of the different audiences and inspire trust. - Business acumen - The ability to understand how the firm makes money, to interpret key financial indicators and make decisions on how best to utilize resources to achieve the firm’s strategic goals. - Strategic thinking - The ability to see ahead to future possibilities and translate them into breakthrough strategies. - Ability to balance many projects simultaneously - Ability to wor