At Wipfli, people count

The way you think makes you different. At Wipfli, we embrace that.

Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.

We’re also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.

If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you.

• Consults on client implementation projects, focusing on development tasks, including but not limited to: Planful model design, data loading and validation, report/dashboard writing, knowledge transfer and documentation.
• Develops financial reports based on the developed Planful models.
• Links the client requirements to standard solutions and service offerings with guidance from senior team members.
• Oversee smaller segments of work assigned by project managers or other senior team members.
• Thoroughly documents work with clear explanations to illustrate knowledge of concepts.
• Informs project team of cost, quality and schedule risks related to the scope of their portion of the engagement.
• Monitors own time and budget on projects and communicates overages and availability in advance.
• Keeps current on technical and functional issues and attempts to apply them to client circumstances.
• Mentors Consultant I’s in their development into Consultant II’s.
• Helps the sales process by being aware of sales opportunities for add-ons and escalating Information when needed to establish scope of services to aid in solving client needs.

• Bachelor’ of Science Degree in Business or Technology or an equivalent combination of education and experience.
• 1+ years of work experience in a professional services firm or 3+ years of private industry experience focused on appropriate technical area.
• Works towards obtaining additional appropriate advanced certifications, as required by Wipfli Technology Partners and Wipfli Management.
• Knowledge and/or experience working with Finance and/or Accounting departments specific to financial planning, research, reporting, modeling, forecasting, and budgeting, close management, scenario testing, and dealing with multi-currency environments.
• Competent technical acumen and literacy, with proficient problem-solving skills.
• Effective communication, interpersonal, and relationship building skills targeted to effectively present information to team and clients.
• Ability to communicate basic solutions concepts effectively with both technical and non-technical audiences

• 2+ years’ experience in a professional services firm or private industry experience focused on accounting, auditing, or financial reporting or research.
• Bachelor’s Degree in related field
• Training, support or consulting advisory experience.
• Experience with compliance or professional standards associated with area of expertise desired
• Prior consulting experience; experience at an advanced-financial analysis software company or advanced-financial research partner consulting organization
• Experience with enterprise planning systems (Planful, Martus, Oracle/Hyperion, Workday/Adaptive, Onestream, Vena Solutions, Anaplan) or financial management applications.

• Ability to plan, prioritize, and organize work effectively
• Ability to work under pressure and time deadlines
• Ability to quickly and appropriately responds to unexpected events or changing schedules, demands, and priorities.
• Ability to stabilize many projects simultaneously.
• Ability to get Involved In projects aligned within industries of Interest and select an Industry of focus.
• Excellent Written, Verbal and Presentation skills
• Proficient in Word, Excel, Outlook, PowerPoint and Visio.

Alyanna (Ally)

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, citizenship status, 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

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