About this opportunity
Wipfli lists this Transaction Advisory Services Manager opportunity in milwaukee, Wisconsin. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Overview
nAt Wipfli, people count.
nAt Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
nWe believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
nPeople truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
nJob Summary:In this role, you will perform comprehensive financial analysis, collaborate with the team to evaluate deal structures, and stay updated on industry trends to provide valuable insights for our clients. You will manage multiple projects simultaneously, act as a key point of contact for clients, and work closely with cross-functional teams to enhance the overall value provided. Additionally, you will prepare clear and concise reports, review the work of junior team members, and ensure the highest standards of quality and accuracy in all deliverables.
nResponsibilities
nResponsibilities:
nnnPerform comprehensive financial analysis, including historical and projected financial statements, to assess the target company's performance and identify potential risks and opportunities.
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nnCollaborate with the team to evaluate deal structures and valuation methodologies, considering factors such as market conditions, industry trends, and specific transaction characteristics.
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nnStay updated on industry trends, market dynamics, and competitive landscapes to provide valuable insights that contribute to the client's decision-making process.
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nnManage and prioritize multiple projects simultaneously, ensuring timely delivery of high-quality work products and meeting client expectations.
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nnAct as a key point of contact for clients, building strong relationships and effectively communicating findings and recommendations.
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nnWork closely with cross-functional teams to leverage expertise from other practice areas, enhancing the overall value provided to clients.
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nnPrepare clear and concise reports and presentations that communicate complex financial information in a digestible manner for clients and internal stakeholders.
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nnReview and verify the work of junior team members to maintain the highest standards of quality and accuracy in all deliverables.
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n nKnowledge, Skills and Abilities
nQualifications and Experience:
nnnBachelor's degree in Finance, Accounting, Economics, or a related field.
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nn5+ years of experience in Transaction Advisory Services or related areas.
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nnStrong financial modeling and analysis skills, with proficiency in Excel and financial databases.
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nnExcellent understanding of financial statements, valuation techniques, and deal structuring.
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nnDemonstrated ability to manage projects and deliver results within strict timelines.
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nnOutstanding communication skills, both written and verbal, to effectively interact with clients and team members.
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nnProven problem-solving and critical-thinking abilities with a keen eye for detail.
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nnFamiliarity with industry-specific regulations and compliance standards (e.g., IFRS, GAAP) is advantageous.
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nnProfessional certifications such as CPA or CFA are desirable but not mandatory
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n nTiffany Farnsworth, from our recruiting team, will be guiding you through this process. Visit herLinkedIn ( page to connect!
n#LI-TF1 #LI-remote
nAdditional Details
nAdditional Details:
nWipfli 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.
nWipfli 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
nWipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $117,000 to $158,000, 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.
nIndividuals 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.
nWipfli 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.
nSoftware Powered by ICIMS (
nJob LocationsUS
nJob ID
nCategory Consulting and advisory
nRemote Yes
Worksite address
milwaukee, WI, 53244, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.