Valuations Manager at Wipfli in Southfield, MI | USD117,000-158,000 | Kablio

Role

Description

financial modeling

valuation projects

data collection

report drafting

project management

client interaction

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
Valuation Expertise: Strong command of methodologies (DCF, market multiples, precedent transactions, asset-based approaches)

Benefits

Information not given or found

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found

Company

Overview

Since 1930

Year Established

The company has been operational since its establishment in 1930.

Focus on driving growth and efficiency in healthcare, financial services, and manufacturing.
Consultants and advisors provide tailored solutions with deep industry knowledge.
Notable for its ability to help organizations with complex financial reporting, compliance, and operational challenges.
Consistently recognized for high-quality results and long-term client relationships.
Optimize strategies, technology, and people for sustainable success.

Culture + Values

We care deeply about our people.
We lead with integrity.
We put our clients first.
We are focused on results.
We work together as one team.
We challenge the status quo.
We are passionate about growth and development.

Environment + Sustainability

2030

Net-Zero Goal

Aim to achieve net-zero carbon emissions by this year through comprehensive sustainability efforts.

Integrate sustainability efforts into daily operations to achieve energy efficiency, waste reduction, and lower carbon footprint.
Focus on reducing environmental impact through technology, collaboration, and innovation.
Provide sustainable solutions to clients that align with both environmental and business objectives.

Inclusion & Diversity

We aim for a workforce that represents diverse backgrounds, perspectives, and experiences.
We are committed to creating an inclusive workplace that fosters collaboration and respect.
We are focused on empowering women in leadership positions and increasing gender diversity at all levels.

Articles

Role

Description

financial modeling

valuation projects

data collection

report drafting

project management

client interaction

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
Valuation Expertise: Strong command of methodologies (DCF, market multiples, precedent transactions, asset-based approaches)

Benefits

Information not given or found

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found