Senior Consultant, Transaction Advisory Services

Referral Details

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process: After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization. Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience. Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.

If you would like to read more about referral bonus eligibility, please visit InSite:https://wipflillp.sharepoint.com/sites/WipfliAssociateHandbook/SitePages/Associate-Referral-Bonus-Program.aspx

Responsibilities

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.

Knowledge, Skills and Abilities

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. - Strong financial modeling and analysis skills, with proficiency in Excel and financial databases. - Strong technical knowledge of U.S. GAAP and financial reporting. - 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. - Professional certifications such as CPA or CFA are desirable but not mandatory   Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!    #LI-AF1 #LI-Hybrid

Additional Details

Additional Details:   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    Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $88,000 to $118,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.    Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and F