Associate, Transaction Advisory Services
US
Careers
Req #: 6953
Type: Full Time
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Overview: 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. Responsibilities: We are seeking a dynamic Associate to join our Transaction Advisory Services practice. As a Transaction Advisory Service Associate, you will play a key role in supporting clients through complex financial transactions, including mergers, acquisitions, and business transitions. This position offers hands-on experience in financial analysis, valuation, and deal execution, while working closely with senior professionals to deliver strategic insights and high-impact deliverables. Ideal for early-career professionals, this role provides a dynamic environment to develop technical skills, contribute to client engagements, and grow within a collaborative advisory team. Responsibilities: * Prepare financial analysis on companies to assist in the preparation of valuation * Analyze client financial data to identify trends and operational characteristics * Assist with preparing valuation reports, Information Memorandums and marketing materials * Perform searches for potential buyers/investors * Assist in the process of buying or selling a business, financing a business or in business transition planning * Assist with marketing and business development * Assist in the set-up and maintenance of Data Rooms * Prepare presentations for prospects and existing clients Qualifications: Qualifications and Experience: * 1-3 years of previous experience in Accounting, Financial Analysis, Finance or Legal setting * Bachelor's Degree in Accounting or Finance * CPA, CFA, ASA, MST a plus * Advanced Knowledge required in Microsoft Excel * Proficient in Microsoft Word, Outlook, and PowerPoint * Valid driver's license is required Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-AL2 #LI-Remote
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