Wipfli
Provides audit, consulting, tax, and advisory services to organizations across various sectors.
3 days ago
$97,000 - $160,000
Intermediate (4-7 years), Experienced (8-12 years)
Full Time
Minneapolis, Minnesota, United States
Hybrid
Company Size
2,600 Employees
Service Specialisms
Sector Specialisms
Description
m&a execution
pitch decks
financial modeling
industry research
mentoring
deal origination
- Support investment banking team on the execution of M&A transactions.
- Assist in preparation of confidential information memos, pitch materials, and presentations.
- Develop and maintain complex financial models to perform various financial and valuation analyses.
- Conduct comprehensive and in-depth company and industry research.
- Provide mentoring to junior associates, offering guidance and support in various tasks and career goals.
- Play a key role in supporting origination, opportunity evaluation, and deal execution.
Requirements
bachelor’s
3 years
series 79
financial modeling
quantitative
hybrid
- Occasional travel, 35%.
- Bachelor’s degree required; major in business, finance, accounting, or economics preferred.
- Minimum of 3 years of experience in investment banking or a related field.
- SIE Exam, Series 79, and Series 63 licenses preferred or must be obtained within 90 days of hire.
- Quantitative and data‑based skills, including experience in valuation and financial modeling.
- Experience providing constructive feedback and guidance.
- Ability to learn quickly and manage multiple projects simultaneously.
- Must reside in or around the Twin Cities and be able to commute to the office.
- Willing to maintain a hybrid schedule of at least 4 days in the office.
Benefits
At Wipfli, people are the core of everything the firm does, driving exceptional impact and results. The company values flexibility, relationships, and encourages individuals to follow their own path. For those wanting to make a difference and find a professional home, Wipfli offers a career‑defining opportunity.
Wipfli is an equal‑opportunity employer and provides reasonable accommodations for candidates with disabilities. Compensation includes a competitive base salary ranging from $97,000 to $160,000, plus a performance‑based incentive tied to successful transaction closings and potential discretionary bonuses. Benefits encompass health, dental, vision, HSA contributions, 401(k) with profit‑share matching, flexible time off, parental leave, and a wide array of voluntary insurance options.
The firm emphasizes employee well‑being with programs such as an Employee Assistance Program, education and certification assistance, and travel rewards. Eligibility for benefits depends on annual hours, position level, and location. Wipfli operates under a brand that includes both Wipfli LLP and Wipfli Advisory LLC, each adhering to professional standards and regulations.
Training + Development
Interview process
Visa Sponsorship
Security clearance
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.