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Wipfli

Associate, Transaction Advisory Services

Posted 9 Hours Ago
Remote or Hybrid
Hiring Remotely in United States
60K-99K Annually
Junior
Remote or Hybrid
Hiring Remotely in United States
60K-99K Annually
Junior
Support clients through complex financial transactions by preparing analysis, reports, and presentations while assisting in business development and data room management.
The summary above was generated by AI
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.
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 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
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [email protected]
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $60,000 to $99,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 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, and 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.

Top Skills

Excel
Microsoft Outlook
Microsoft Powerpoint
Microsoft Word

Wipfli Los Angeles, California, USA Office

Los Angeles, CA, United States

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