Manager · National
Wipfli · Remote
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Perform financial analysis and valuation work for clients on transaction advisory engagements.
Worth knowing: Role reviews junior staff work and manages multiple projects
Transaction Advisory Services Manager At Wipfli, people count. At Wipfli, 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. Job Summary: In this role, you will 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. You will 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. Additionally, you will 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.
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