Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Perform comprehensive financial analysis, collaborate with the team to evaluate deal structures, and stay updated on industry trends to provide valuable insights for our clients. Manage multiple projects simultaneously, act as a key point of contact for clients, and work closely with cross-functional teams to enhance the overall value provided. Prepare clear and concise reports, review the work of junior team members, and ensure the highest standards of quality and accuracy in all deliverables.

Responsibilities

Perform comprehensive financial analysis, including historical and projected financial statements, to assess the target company's performance and identify potential risks and opportunities.
Collaborate with the team to evaluate deal structures and valuation methodologies, considering factors such as market conditions, industry trends, and specific transaction characteristics.
Stay updated on industry trends, market dynamics, and competitive landscapes to provide valuable insights that contribute to the client's decision-making process.
Manage and prioritize multiple projects simultaneously, ensuring timely delivery of high-quality work products and meeting client expectations.
Act as a key point of contact for clients, building strong relationships and effectively communicating findings and recommendations.
Work closely with cross-functional teams to leverage expertise from other practice areas, enhancing the overall value provided to clients.
Prepare clear and concise reports and presentations that communicate complex financial information in a digestible manner for clients and internal stakeholders.
Review and verify the work of junior team members to maintain the highest standards of quality and accuracy in all deliverables.

Requirements

Bachelor's degree in Finance, Accounting, Economics, or a related field.
7+ years of experience in Transaction Advisory Services or related areas.
Strong financial modeling and analysis skills, with proficiency in Excel and financial databases.
Excellent understanding of financial statements, valuation techniques, and deal structuring.
Demonstrated ability to manage projects and deliver results within strict timelines.
Outstanding communication skills, both written and verbal, to effectively interact with clients and team members.
Proven problem-solving and critical-thinking abilities with a keen eye for detail.
Familiarity with industry-specific regulations and compliance standards (e.g., IFRS, GAAP) is advantageous.
Professional certifications such as CPA or CFA are desirable but not mandatory

Skills

Financial modeling
Financial analysis
Excel proficiency
Financial databases
Valuation techniques
Deal structuring
Project management
Communication skills
Problem-solving
Critical-thinking
Attention to detail
IFRS
GAAP

Location

Remote

Work Type

Full-time

Experience Level

7+ years

Education Level

Bachelor's degree

Salary/Compensations

$142,000 - $212,000

Benefits

Annual discretionary bonus
8 health plan options (HMO & PPO)
Dental coverage
Vision coverage
HSA with potential Firm contribution
Employee Assistance Program
Firm-sponsored basic life insurance
Short-term disability coverage
Long-term disability coverage
401(k) savings plan
Profit share
Firm matching contribution
Well-being incentive
Education assistance
Certification assistance
Flexible time off
Family care leave
Parental leave
Family formation benefits
Cell phone reimbursement
Travel rewards
Voluntary critical illness insurance
Voluntary accident insurance
Voluntary hospital indemnity insurance
Voluntary legal services
Voluntary long-term care insurance
Voluntary pet insurance
Voluntary ID theft protection
Voluntary supplemental life insurance
Voluntary supplemental AD&D insurance

About the Company

At Wipfli, people count. Our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Equal Opportunity

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com