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.
Job Overview:
The Director is responsible for leading the endtoend execution of M&A transactions from initial diligence through deal close. This role owns the deal process, including financial modeling, business and financial due diligence, deal structuring, and executivelevel presentations.
Responsibilities:
Responsibilities:
* Lead the overall M&A deal execution process from diligence through signing.
* Drive financial modeling, valuation, and business and financial due diligence activities.
* Develop deal theses, approval materials, and executive level presentations.
* Present transaction recommendations, deal structures, and key considerations to executive leadership and the Board.
* Partner with internal leaders across Industry, Practice, and functional teams to evaluate potential investment opportunities.
* Communicate deal structure, economics, and strategic rationale to prospective acquisition targets.
* Manage deal progression from letter of intent (LOI) through execution of definitive agreements.
Qualifications:
Qualifications:
* Bachelor's degree required
* Ten (10) or more years of experience in M&A, financial modeling, and due diligence.
* One (1) or more years of experience in professional services strongly preferred.
* Proven ability to lead complex, cross-functional initiatives.
* Strong executive level presentation and communication skills.
* Experience building and leading teams in a collaborative environment.
* Strong ability to plan, prioritize, and organize work effectively.
* Ability to manage multiple projects simultaneously and meet timesensitive deadlines.
* Clear, concise verbal and written communication skills.
* Advanced financial and analytical capabilities.
* Ability to influence senior leaders and key decisionmakers.
* Strong process orientation with high attention to detail.
* High level of comfort presenting to executive leadership teams and Boards.
* Proficiency in Microsoft Word and Outlook; working knowledge of Excel and PowerPoint.
Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
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