Wipfli · 1 week ago
Senior Consultant, Transaction Advisory Services
United States
Full-time
Remote
Mid, Senior Level
$88K/yr - $118K/yr
2+ years expWipfli is a company that values diversity and inclusion, providing a supportive environment for its employees. They are seeking an experienced Senior Transaction Advisory Associate to lead Quality of Earnings engagements and mentor junior staff while working directly with clients and stakeholders on M&A transactions.
AccountingConsultingInformation Technology
Responsibilities
Manage and conduct buy-side and sell-side QoE engagements, including planning, execution, and reporting
Analyze financial statements and operational data to assess earnings quality, working capital, net debt, and other key deal metrics
Identify and communicate financial risks, deal issues, and value drivers to clients and stakeholders
Prepare and review detailed financial due diligence reports and executive presentations
Oversee the setup and management of virtual data rooms and coordinate information requests with clients and target companies
Collaborate with partners and directors on client strategy, engagement execution, and business development
Mentor and supervise associates and interns, providing guidance and technical training
Support valuation analysis, transaction structuring, and integration planning as needed
Contribute to proposal development, pitch materials, and other marketing initiatives
Stay informed on industry trends, accounting standards, and M&A market dynamics
Qualification
Required
Bachelor's degree in Accounting, Finance, or related field
2-5 years of experience in transaction advisory, financial due diligence, audit, or related field
Strong financial modeling and analysis skills, with proficiency in Excel and financial databases
Strong technical knowledge of U.S. GAAP and financial reporting
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
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
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
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