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About the Role
The Sr. Analyst FP&A - Revenue supports revenue forecasting, realization, WIP, AR, margin and revenue driver analysis. This role develops recurring revenue reporting, supports budget and forecast assumptions, identifies performance trends and partners with accounting and business partnership teams on revenue close handoffs and practice-facing insights.
Responsibilities
- Prepares recurring revenue, billable hours, utilization, realization, margin, WIP, AR, write-off and backlog reporting for monthly close, forecast updates and leadership review.
- Analyzes revenue performance by practice, segment, partner, service line and client, identifying drivers of volume, rates, mix, utilization, billing velocity, WIP aging and collection trends.
- Manages add-back expense entries, validation and reporting.
- Supports revenue forecast models using operational drivers such as billable hours, staffing capacity, realization, backlog, pipeline, rate changes, seasonality and known client activity.
- Supports M&A integration into budget processes and reporting, including acquired revenue mapping, budget baseline setup, reporting alignment, practice/segment coding and forecast integration.
- Partners with accounting and billing teams on revenue close support, WIP reserve analysis, unbilled WIP review, AR aging trends and revenue-related reporting controls.
- Supports the accounting team on cost center and account structures that align with business needs.
- Develops dashboards and analysis that help leaders understand revenue leakage, scope creep, write-downs, staffing mix, pricing impacts and cash conversion risks.
- Prepares clear commentary and recommendations for FP&A, Finance Business Partnership and leaders to support revenue planning and performance improvement actions.
Requirements
- Bachelor’s Degree in Finance, Accounting, Business Analytics, Economics or related field.
- Four+ years of FP&A, revenue analytics, financial analysis, professional services finance or related analytical experience.
- Experience with revenue forecasting, operational metrics, variance analysis, financial modeling and management reporting.
- Experience using automation, dashboarding, data tools or AI-enabled analysis to improve revenue reporting, forecast support and recurring analytical processes.
Skills
- Strong analytical skills with the ability to connect revenue, utilization, realization, WIP, AR and staffing metrics to financial performance.
- Ability to build models, validate data, explain trends and prepare concise recommendations for finance and business leaders.
- Ability to use automation and AI-enabled tools to streamline revenue dashboards, variance explanations, WIP/AR analysis and forecast support.
- Strong Excel, reporting, dashboarding and systems skills, with comfort improving recurring analytical processes.
Location
- remote
Work Type
- remote
Experience Level
- Four+ years of experience
Education Level
- Bachelor's Degree
Salary/Compensations
- $80,000 - $108,000
Benefits
- 8 health plan options (both HMO & PPO plans)
- Dental and vision coverage
- 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 with 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
- 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.
About the Company
- At Wipfli, people count. Wipfli is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Equal Opportunity
- 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, 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 hr@wipfli.com