OverviewJob SummaryWe are seeking an experienced and driven Senior Transaction Advisory Associate to join our Transaction Advisory Services (TAS) team. This role is ideal for professionals with a strong background in financial due diligence and a passion for helping clients navigate complex M&A transactions. You will lead key aspects of Quality of Earnings (QoE) engagements, mentor junior staff, and work directly with clients, private equity firms, and strategic buyers.
ResponsibilitiesResponsibilities:- Manage and conduct buy-side and sell-side QoE engagements, including planning, execution, and reporting.
- Analyze financial statements and operational data to assess earnings quality, working capital, net debt, and other key deal metrics.
- Identify and communicate financial risks, deal issues, and value drivers to clients and stakeholders.
- Prepare and review detailed financial due diligence reports and executive presentations.
- Oversee the setup and management of virtual data rooms and coordinate information requests with clients and target companies.
- Collaborate with partners and directors on client strategy, engagement execution, and business development.
- Mentor and supervise associates and interns, providing guidance and technical training.
- Support valuation analysis, transaction structuring, and integration planning as needed.
- Contribute to proposal development, pitch materials, and other marketing initiatives.
- Stay informed on industry trends, accounting standards, and M&A market dynamics.
Knowledge, Skills and AbilitiesQualifications and Experience:- Bachelor's degree in Accounting, Finance, or related field
- 2-5 years of experience in transaction advisory, financial due diligence, audit, or related field.
- Strong financial modeling and analysis skills, with proficiency in Excel and financial databases.
- Strong technical knowledge of U.S. GAAP and financial reporting.
- Demonstrated ability to manage projects and deliver results within strict timelines.
- Outstanding communication skills, both written and verbal, to effectively interact with clients and team members.
- Proven problem-solving and critical-thinking abilities with a keen eye for detail.
- Professional certifications such as CPA or CFA are desirable but not mandatory
Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-AF1 #LI-Remote
Additional DetailsAdditional Details:Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $88,000 to $118,000, 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.
