Wipfli · 19 hours ago
Valuations Manager
United States
Full-time
Remote
Senior Level
5+ years expWipfli is a company that values its people and focuses on creating exceptional impact. They are seeking a strategic and analytical Valuations Manager to lead complex valuation engagements, primarily in financial institution valuation, supporting financial and regulatory reporting.
AccountingConsultingInformation Technology
Responsibilities
Lead Engagements: Independently manage valuation projects from start to finish, including direct client interaction, data collection, timeline organization, and report drafting
Financial Analysis & Reporting: Conduct and review financial analyses, industry and economic research, projections, due diligence, extensive modeling, and prepare comprehensive reports
Client Presentations: Deliver findings to clients and stakeholders such as client c-suites, advisors, attorneys, boards of directors, and other decision-makers with clarity and confidence
Business Development: Support growth initiatives by creating marketing materials, attending prospect meetings, contributing to proposals, and building client relationships
Consulting & Recordkeeping: Provide document consulting and maintain records in accordance with firm standards and best practices
Team Collaboration: Work closely with partners, analysts, and other team members
Project Management: Manage multiple engagements (typically 10–20 at various stages), with most projects lasting four to six weeks
Qualification
Required
Minimum 5 years of experience in business valuation or audit required; experience with financial institutions and/or purchase price allocation (ASC 805) strongly preferred
Bachelor's degree in Accounting, Finance, or a related field
Proficiency in Microsoft Excel and PowerPoint
Valuation Expertise: Strong command of methodologies (DCF, market multiples, precedent transactions, asset-based approaches)
Financial Modeling: Build and review complex models with precision
Industry Research: Skilled in tools like Capital IQ, PitchBook, IBISWorld, Bloomberg
Technology Proficiency: Experience with forensic and analytical software (IDEA, ACL, Tableau, Power BI)
Project Management: Ability to manage multiple engagements using Wipfli systems and workflows
Client Engagement & Business Development: Strong interpersonal skills and ability to represent Wipfli's values of integrity, excellence, and teamwork
Attention to Detail & Curiosity: Demonstrated ability to solve complex problems, question assumptions, and ensure accuracy in all deliverables
Self-Starter: Ability to work independently with minimal oversight, take ownership of projects, and proactively drive results
Preferred
Experience with financial institutions and/or purchase price allocation (ASC 805) strongly preferred
Professional certifications such as CPA, CFA, ASA, or ABV preferred (not strictly required if other qualifications are met)
Familiarity with Workday preferred
Experience as a financial institution auditor is highly valued
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
2026-01-22
2025-11-28
Company data provided by crunchbase