M&A Strategy & Valuation Analyst

Wipfli; Chicago (IL); On-site; USD 80,000 - 108,000; Full time

Benefits offered by this job

Health plan options

Dental coverage

Vision coverage

Enrollment in HSA with Firm support

Life and disability coverage

401(k) with profit sharing and Firm-m

Well-being incentive

Education & certification assistance

Flexible time off

Parental leave

Family care leave

Employee assistance program

Cell phone reimbursement

Travel rewards

ID theft protection

Pet insurance

Job summary

Wipfli is actively seeking a Senior Analyst for Corporate Development in Chicago to drive financial modeling, valuation analyses, due diligence, and other workstreams essential to executing M&A transactions. The role collaborates with internal leaders and external stakeholders to support deal success.

The candidate will prepare materials for approvals, contribute to deal structures, and communicate strategic rationales to executives and the Board, coordinating progression from discovery to

Qualifications

• Bachelor’s degree required, with 3-5 years of experience in M&A, financial modeling, and due diligence.
• Proven ability to lead complex, cross functional initiatives.
• Strong presentation and communication skills with proficiency in Microsoft Excel, PowerPoint, Word, and Outlook.
• Experience managing virtual data rooms.
• Strong ability to plan, prioritize, and organize work effectively.
• Ability to manage multiple projects simultaneously and meet deadlines.
• Clear, concise verbal and written communication with high attention to detail.
• Advanced financial and analytical capabilities.
• High level of comfort presenting to executive leadership teams and Boards.
• Demonstrated ability to handle highly confidential and sensitive information with discretion.

Responsibilities

• Lead financial modeling, valuation, and business and financial due diligence activities.
• Prepare deal theses, diligence packs, approval materials, executive level presentations, and other materials that drive successful deal execution.
• Contribute to transaction recommendations, deal structures, and key considerations to executive leadership and the Board.
• Collaborate with internal leaders across Industry, Practice, and functional teams to evaluate potential investment opportunities.
• Assist in communicating deal structure, economics, and strategic rationale to prospective acquisition targets.
• Coordinate deal progression from discovery through execution of definitive agreements.

Job description

Wipfli is actively seeking a Senior Analyst for Corporate Development in Chicago to drive financial modeling, valuation analyses, due diligence, and other workstreams essential to executing M&A transactions. The role collaborates with internal leaders and external stakeholders to support deal success.

The candidate will prepare materials for approvals, contribute to deal structures, and communicate strategic rationales to executives and the Board, coordinating progression from discovery to