This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role involves significantly impacting how financial data drives decision-making within our partner organization. You will bridge the gap between complex data sets and strategic finance tasks, modernizing the financial reporting process. - Build & Automate Financial Reporting: Take ownership of the data pipelines required for monthly financial reporting. - Develop Financial Data Models: Create and maintain clean, documented data models within our Snowflake environment. - Executive & Investor Support: Partner with leadership to support ad-hoc analysis for Board decks and investor inquiries. - Econometric Analysis: Execute advanced research projects analyzing annual transaction volume. - Drive Data Adoption: Act as a subject matter expert for the Finance team, transitioning them from static spreadsheets to dynamic data tools. Qualifications - 5+ years of experience in a data analytics role with a focus on Finance, FP&A, or Business Operations. - Advanced SQL Proficiency: Ability to write complex queries and understand data lineage. - Strong experience building executive-level dashboards in Tableau or similar tools. - Solid grasp of SaaS metrics (ARR, Churn, Retention) and financial statements. - Experience with regression analysis, forecasting, or econometric modeling. Benefits - Possibility to work remotely. - Opportunities for professional growth and development. - Collaborative and inclusive work environment. - Access to cutting-edge tools and technologies. - Participation in innovative projects and initiatives.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role involves significantly impacting how financial data drives decision-making within our partner organization. You will bridge the gap between complex data sets and strategic finance tasks, modernizing the financial reporting process. - Build & Automate Financial Reporting: Take ownership of the data pipelines required for monthly financial reporting. - Develop Financial Data Models: Create and maintain clean, documented data models within our Snowflake environment. - Executive & Investor Support: Partner with leadership to support ad-hoc analysis for Board decks and investor inquiries. - Econometric Analysis: Execute advanced research projects analyzing annual transaction volume. - Drive Data Adoption: Act as a subject matter expert for the Finance team, transitioning them from static spreadsheets to dynamic data tools. Qualifications - 5+ years of experience in a data analytics role with a focus on Finance, FP&A, or Business Operations. - Advanced SQL Proficiency: Ability to write complex queries and understand data lineage. - Strong experience building executive-level dashboards in Tableau or similar tools. - Solid grasp of SaaS metrics (ARR, Churn, Retention) and financial statements. - Experience with regression analysis, forecasting, or econometric modeling. Benefits - Possibility to work remotely. - Opportunities for professional growth and development. - Collaborative and inclusive work environment. - Access to cutting-edge tools and technologies. - Participation in innovative projects and initiatives.

At Wipfli, people count. At Wipfli, 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. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Requisition Number: 2025-7215 Job Summary Under the direction of the Manager, ERP, the Senior Analyst gathers information and data, analyzes and documents business and technical requirements, identifies and implements business process improvements, technology solutions, reports, assists in the preparation and finalization of business case documents, and manages projects in accordance with firm policies and procedures. Responsibilities: - Act as a liaison with business owners, IT, and vendors to gather, document, and validate requirements, drive process improvements, and identify solutions. - Partner with business operations and finance teams to translate reporting needs into functional and technical specifications. - Configure and maintain Workday PSA, including business processes, custom objects, and condition rules, while supporting ERP/PSA security requirements. - Ensure accuracy and reliability of financial data and assigned reports within Workday. - Prepare business case documents and assess system upgrade impacts through vendor and business meetings. - Lead vendor relationship management, influence consensus on solutions, and oversee timely implementation of process and technology changes. - Mentor analysts and IT associates, promote continuous learning, and recommend process improvements; collaborate externally for best practices. - Manage project delivery, system lifecycle, and infrastructure upgrades, ensuring on-time completion and continuous improvement. Required Qualifications: - Bachelor's Degree in IT or an IT related major, business, finance or accounting, or an equivalent combination of education and job-related experience - Five+ years experience configurating and administering Workday - High proficiency in Workday Report Writer, Composite Reports, Dashboards, and Worksheets. - Workday PRO certifications or additional experience supporting other Workday Products outside of a reporting & analytics role preferred. - Project Management (Waterfall and Agile) - Business process or system design/implementation - High proficiency in configuring, Workday - Experience with Workday Report Writer, Composite Reports, Dashboards, and Worksheet Preferred qualifications: - Vendor management experience - System life cycle management - Experience with a shared Workday HCM environment. - Workday certifications or additional experience supporting other Workday Products will distinguish you as a standout candidate. Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-AL1 #LI-Remote Additional Details: 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 Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $107,000 to $144,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 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, and 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. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "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.

• As a Data Analyst, you will be responsible for operational analytics, dashboard maintenance, and execution of reporting processes within existing data workflows. • This is a mid-level analyst role focused on maintenance and support activities rather than strategic analytics design or advanced engineering work. • The primary purpose of the role is to help the team stay out of the operational weeds by providing reliable analytical and reporting support. • You will work within established data pipelines while maintaining high standards of accuracy, confidentiality, and efficiency.