Team Collaboration: Work closely with partners, analysts, and other team members.
Business Development: Support growth initiatives by creating marketing materials, attending prospect meetings, contributing to proposals, and building client relationships.
Lead Engagements: Independently manage valuation projects from start to finish, including direct client interaction, data collection, timeline organization, and report drafting.
Financial Analysis & Reporting: Conduct and review financial analyses, industry and economic research, projections, due diligence, extensive modeling, and prepare comprehensive reports.
Client Presentations: Deliver findings to clients and stakeholders such as client c-suites, advisors, attorneys, boards of directors, and other decision-makers with clarity and confidence.
Consulting & Recordkeeping: Provide document consulting and maintain records in accordance with firm standards and best practices.
Financial Modeling: Build and review complex models with precision
Project Management: Manage multiple engagements (typically 10–20 at various stages), with most projects lasting four to six weeks.
Requirements
excel
power bi
workday
cpa
valuation
self‑starter
Client Engagement & Business Development: Strong interpersonal skills and ability to represent Wipfli’s values of integrity, excellence, and teamwork
Project Management: Ability to manage multiple engagements using Wipfli systems and workflows
Minimum 5 years of experience in business valuation or audit required; experience with financial institutions and/or purchase price allocation (ASC 805) strongly preferred
Familiarity with Workday preferred
Proficiency in Microsoft Excel and PowerPoint
Technology Proficiency: Experience with forensic and analytical software (IDEA, ACL, Tableau, Power BI)
Self-Starter: Ability to work independently with minimal oversight, take ownership of projects, and proactively drive results
Professional certifications such as CPA, CFA, ASA, or ABV preferred (not strictly required if other qualifications are met)
Industry Research: Skilled in tools like Capital IQ, PitchBook, IBISWorld, Bloomberg
Experience as a financial institution auditor is highly valued
Attention to Detail & Curiosity: Demonstrated ability to solve complex problems, question assumptions, and ensure accuracy in all deliverables
Bachelor’s degree in Accounting, Finance, or a related field