[Remote] Associate, Transaction Advisory Services
Note: The job is a remote job and is open to candidates in USA. Wipfli is a company that values its people and offers a career-defining opportunity in the Transaction Advisory Services (TAS) team. The Transaction Advisory Associate will conduct Quality of Earnings analyses, support M&A transactions, and collaborate with clients to provide financial insights.
Responsibilities
- Conduct Quality of Earnings (QoE) analyses for buy-side and sell-side M&A transactions
- Analyze historical and projected financial statements to identify key trends, risks, and opportunities
- Assess working capital, net debt, and other key deal metrics
- Prepare detailed financial due diligence reports and executive summaries
- Assist in the preparation of data books, data room management, and client deliverables
- Collaborate with clients and internal teams to gather and validate financial data
- Support valuation analysis and transaction structuring as needed
- Participate in client meetings and calls to present findings and insights
- Assist with business development efforts, including proposal writing and pitch materials
- Stay current on industry trends, accounting standards, and M&A market activity
Skills
- Bachelor's degree in Accounting, Finance
- 1–3 years of experience in public accounting, transaction advisory, audit, or financial due diligence
- Strong understanding of financial statements and accounting principles (GAAP)
- Excellent analytical, problem-solving, and communication skills
- Advanced Proficiency in Microsoft Excel and PowerPoint
- Ability to manage multiple projects and deadlines in a fast-paced environment
- Valid driver's license is required
- CPA or progress toward CPA preferred
- CFA, ASA, MST a plus
- Experience with data room platforms is a plus
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 Overview
Company H1B Sponsorship