Transaction Advisory Services Manager

Wipfli is hiring a Transaction Advisory Services Manager to perform financial analysis and help clients evaluate transaction structures, valuations, and risks. The role manages multiple projects and client relationships, collaborates across teams, prepares reports, and reviews junior team members’ work.

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

Preferred

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

Regulatory Compliance

IFRS

GAAP

CPA Certification

CFA Certification

Benefits

Remote work

Annual discretionary bonus, subject to participation rules and based on a variety of factors including individual and Firm performance

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 and profit share, as well as Firm matching contribution

Well-being incentive

Education and certification assistance

Flexible time off

Family care leave

Parental leave

Family formation benefits

Cell phone reimbursement

Travel rewards

Voluntary benefit offerings: critical illness and 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

Company

Accounting, tax and advisory services for middle-market businesses

Milwaukee, Wisconsin, USA

http://www.wipfli.com/

Founded in 1930

1001-5000 employees

Qualifications

Bachelor's degree in Finance, Accounting, Economics, or a related field

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

5+ years of experience in Transaction Advisory Services or related areas.

Required skills

Represents the skills you have, click on the tags, Financial Modeling, Financial Analysis, Financial Statements, Valuation Techniques, Deal Structuring, Transaction Advisory Services, IFRS, GAAP, CPA, CFA

Experience

5+ years