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.

We are seeking a dynamic and experienced Senior Consultant to join our Transaction Advisory Services practice. As a Senior Consultant, you will play a pivotal role in assisting clients in evaluating potential transactions, conducting due diligence, and providing strategic insights to facilitate their business decisions.

Your expertise in financial analysis, deal structuring, and project management will be key to delivering high-quality and value-added services to our clients.

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.

Qualifications and Experience :

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 2-5 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

Cheyenne Lee, from our recruiting team, will be guiding you through this process. Visit her page to connect!