Transaction Advisory Services Manager

• 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.

• 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

What We Do

Wipfli is an advisory firm that delivers holistic solutions to help clients navigate the modern marketplace optimize performance and drive growth. Our more than 3000 full-time associates deliver digital people strategy risk financial and outsourcing solutions to 54000+ clients. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law regulations and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Why Work With Us

At Wipfli people count. 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. And we seek feedback openly from all.

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