[Hiring] Transaction Advisory Services Associate @Wipfli

Role Description

We are seeking a highly motivated Transaction Advisory Associate to join our growing Transaction Advisory Services (TAS) team. This role is ideal for professionals with a background in accounting or finance who are passionate about mergers and acquisitions (M&A), financial due diligence, and delivering insights that drive strategic decisions. You will play a key role in performing Quality of Earnings (QoE) analyses, supporting buy-side and sell-side transactions, and working closely with clients, private equity firms, and strategic buyers.

Responsibilities

• Conduct Quality of Earnings (QoE) analyses for buy-side and sell-side M&A transactions.
• Analyze historical and projected financial statements to identify key trends, risks, and opportunities.
• Assess working capital, net debt, and other key deal metrics.
• Prepare detailed financial due diligence reports and executive summaries.
• Assist in the preparation of data books, data room management, and client deliverables.
• Collaborate with clients and internal teams to gather and validate financial data.
• Support valuation analysis and transaction structuring as needed.
• Participate in client meetings and calls to present findings and insights.
• Assist with business development efforts, including proposal writing and pitch materials.
• Stay current on industry trends, accounting standards, and M&A market activity.

Qualifications

• Bachelor’s degree in Accounting, Finance (CPA or progress toward CPA preferred).
• CFA, ASA, MST a plus.
• 1–3 years of experience in public accounting, transaction advisory, audit, or financial due diligence.
• Strong understanding of financial statements and accounting principles (GAAP).
• Excellent analytical, problem-solving, and communication skills.
• Advanced proficiency in Microsoft Excel and PowerPoint; experience with data room platforms is a plus.
• Ability to manage multiple projects and deadlines in a fast-paced environment.

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 and parental leave.
• Family formation benefits.
• Cell phone reimbursement and travel rewards.
• Voluntary benefit offerings including critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.