[Hiring] Senior Consultant, Transaction Advisory Services @Wipfli

Role Description

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.

Qualifications

• 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.

Requirements

• Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
• #LI-AF1 #LI-Remote

Benefits

• 8 health plan options (both HMO & PPO plans)
• Dental and vision coverage
• Opportunity to enroll in HSA with potential Firm contribution
• Employee Assistance Program
• Firm-sponsored basic life and short and long-term disability coverage
• 401(k) savings plan & profit share as well as Firm matching contribution
• Well-being incentive
• Education & certification assistance
• Flexible time off
• Family care leave
• Parental leave
• Family formation benefits
• Cell phone reimbursement
• Travel rewards
• Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.
• Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.