Wipfli · 2 days ago
Director – Transaction Advisory Services
United States
Full-time
Remote
Director/Executive
$142K/yr - $191K/yr
7+ years expWipfli is a company that values its people and offers a career-defining opportunity. In this role, the Director of Transaction Advisory Services will perform comprehensive financial analysis and manage multiple projects while acting as a key point of contact for clients.
AccountingConsultingInformation Technology
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
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or a related field
7+ 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
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
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
Parental leave
Family formation benefits
Cell phone reimbursement
Travel rewards
Critical illness & accident insurance
Hospital indemnity insurance
Legal
Long-term care
Pet insurance
ID theft protection
Supplemental life/AD&D
Company
Wipfli
Wipfli LLP is one of the top 20 accounting and consulting firms.
1001-5000 employees
H1B Sponsorship
Wipfli has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (3)
2023 (5)
2022 (6)
2021 (7)
2020 (6)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain Capital
2025-08-01Private Equity
Leadership Team
Ryan Risley
Partner and Chief Technology Officer - Business Solutions Group
Jeff Greeneway
Retired
Recent News
2025-11-28
EIN Presswire
2025-11-14
Company data provided by crunchbase