Director – Transaction Advisory Services

Wipfli LLP; United States; Remote; USD 142,000 - 212,000; Full time

Benefits offered by this job

Health plan options (HMO/PPO)

Dental coverage

Vision coverage

401(k) with profit sharing

Education & certification assistance

Flexible time off

Parental leave

Travel rewards

Employee assistance program

Job summary

Wipfli LLP is seeking a senior advisory professional to perform comprehensive financial analysis, evaluate deal structures, and provide insights that support client decisions. You will manage multiple projects, serve as a primary client contact, and collaborate with cross-functional teams to enhance value.

You will prepare clear reports, review junior staff work, and uphold high standards of quality, accuracy, and professional ethics across engagements, with opportunities for growth and

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 7+ years of experience in Transaction Advisory Services or related areas.
• Strong financial modeling and analysis skills with Excel and financial databases.
• Excellent communication and ability to manage projects under tight timelines.
• Familiarity with IFRS and GAAP is advantageous; CPA or CFA desirable.

Responsibilities

• Perform comprehensive financial analysis, including historical and projected statements, to assess performance and identify risks and opportunities.
• Collaborate with the team to evaluate deal structures and valuation methodologies.
• Stay updated on industry trends, market dynamics, and competitive landscapes to provide insights.
• Manage and prioritize multiple projects simultaneously and meet client expectations.
• Act as a key contact for clients, communicating findings and recommendations.
• Review junior team members' work to maintain high quality and accuracy.

Skills

Financial modeling

Excel proficiency

Financial statement analysis

Deal structuring

Client communication

Project management

IFRS/GAAP familiarity

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

CPA or CFA certification desirable

Tools

Financial databases

Job description

Overview

At Wipfli, people count.

At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

Job 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.

Responsibilities

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.

Knowledge, Skills and Abilities

Qualifications and Experience:

• 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.
• 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

#LI-TF1 #LI-remote

Additional Details

Additional Details:

Wipfli 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.

Wipfli 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 [e-mail]

Wipfli values fair, transparent, and competitive compensation, considering each candidate’s unique skills and experiences. The estimated base pay range for this role is $142,000 - $212,000, 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.

Individuals 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.

Wipfli 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.

"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.