Valuations Manager

Overview

Lead valuation engagements for financial institutions, managing projects and client relations.

Key Responsibilities

• financial modeling
• valuation projects
• data collection
• report drafting
• client interaction
• project management

Tasks

-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

• 5+ years
• cpa
• excel
• power bi
• workday
• valuation

What You Bring

-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)

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About Wipfli

-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.

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