Senior · National
Wipfli · Hybrid
Apply on Wipfli's site →Goes straight to the employer's own hiring page. We never sit in between.
Lead and execute financial due diligence and quality of earnings analyses for M&A clients and private equity buyers.
Worth knowing: Role includes mentoring and oversight of associates and interns.
Senior Consultant, Transaction Advisory Services At Wipfli, people count The way you think makes you different. At Wipfli, we embrace that. Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli. We’re also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team. If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you. Job Summary We are seeking an experienced and driven Senior Transaction Advisory Associate to join our Transaction Advisory Services (TAS) team. This role is ideal for professionals with a strong background in financial due diligence and a passion for helping clients navigate complex M&A transactions. You will lead key aspects of Quality of Earnings (QoE) engagements, mentor junior staff, and work directly with clients, private equity firms, and strategic buyers. Responsibilities: Manage and conduct buy-side and sell-side QoE engagements, including planning, execution, and reporting. Analyze financial statements and operational data to assess earnings quality, working capital, net debt, and other key deal metrics. Identify and communicate financial risks, deal issues, and value drivers to clients and stakeholders. Prepare and review detailed financial due diligence reports and executive presentations. Oversee the setup and management of virtual data rooms and coordinate information requests with clients and target companies. Collaborate with partners and directors on client strategy, engagement execution, and business development. Mentor and supervise associates and interns, providing guidance and technical training. Support valuation analysis, transaction structuring, and integration planning as needed. Contribute to proposal development, pitch materials, and other marketing initiatives. Stay informed on industry trends, accounting standards, and M&A market dynamics. Qualifications and Experience: Bachelor’s degree in Accounting, Finance, or related field 2-5 years of experience in transaction advisory, financial due diligence, audit, or related field.
Pay, CPA exam support and hiring patterns at Wipfli
All open Wipfli jobs on this board
Every job links to the employer's own site. This job board is free: no ads, no account.