Provides audit, consulting, tax, and advisory services to organizations across various sectors.
The role involves comprehensive financial analysis, collaboration on deal structures, and staying current on industry trends to provide valuable client insights. You will manage multiple projects, act as a primary contact for clients, and work closely with cross‑functional teams to enhance overall value.
Key responsibilities include preparing clear reports, reviewing junior team members' work, and ensuring the highest standards of quality and accuracy in all deliverables.
Qualifications require a bachelor’s degree in finance, accounting, economics or a related field, plus at least five years of experience in Transaction Advisory Services. Candidates must have strong financial modeling and analysis skills, proficiency in Excel, a solid understanding of financial statements and valuation techniques, and excellent written and verbal communication abilities. CPA or CFA certifications are desirable but not mandatory.
At Wipfli, people are the core of everything we do, driving exceptional impact and extraordinary results. The firm values flexibility, relationship‑focused work, and encourages individuals to follow their own professional paths, offering a career‑defining opportunity for those who want to make a difference.
The estimated base salary ranges from $117,000 to $158,000, with discretionary annual bonuses and a comprehensive benefits package that includes health, dental, vision, 401(k) matching, profit sharing, flexible time off, parental and family leave, and a variety of voluntary insurance options.