Senior Consultant, Transaction Advisory Services

Wipfli; United States; Hybrid; USD 88,000 - 118,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

HSA

401(k) plan

Flexible time off

Parental leave

Education assistance

Cell phone reimbursement

Travel rewards

Job summary

Wipfli seeks an experienced Senior Transaction Advisory Associate to join our TAS team. Lead QoE engagements, mentor staff, and work with clients, PE firms, and strategic buyers on M&A transactions.

You will oversee planning, execution, and reporting, analyze earnings quality and deal metrics, and contribute to proposals and business development in a collaborative environment.

Qualifications

• Bachelor’s degree in Accounting or Finance or related field.
• 2–5 years as a transaction advisory, financial due diligence, audit, or related field.
• Strong financial modeling and Excel skills.
• Solid knowledge of US GAAP and financial reporting.
• Ability to manage projects and deliver results on tight timelines.
• Excellent written and verbal communication for client interaction.
• CPA or CFA certifications are desirable but not mandatory.

Responsibilities

• Manage buy-side and sell-side QoE engagements from planning to reporting.
• Analyze financial statements and operational data to assess earnings quality and deal metrics.
• Identify financial risks and communicate issues to clients and stakeholders.
• Prepare and review due diligence reports and executive presentations.
• Oversee virtual data rooms and coordinate information requests with clients and targets.
• Collaborate with partners on client strategy, execution, and business development.
• Mentor associates and interns, providing guidance and training.
• Support valuation analysis, transaction structuring, and integration planning.
• Contribute to proposals, pitch materials, and marketing efforts.
• Stay current on industry trends, accounting standards, and M&A dynamics.

Skills

Financial modeling

QoE engagements

US GAAP knowledge

Excel proficiency

Project management

Client communication

CPA or CFA desirable

Education

Bachelor’s degree in Accounting or Finance

Tools

Virtual data rooms

Financial databases

ERP/Accounting software

Job description

At Wipfli, people count The way you think makes you different. At Wipfli, we embrace that.

At Wipfli, people count The way you think makes you different. At Wipfli, we embrace that.

Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.

We’re also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.

If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you.

Job Summary

We are seeking an experienced and driven Senior Transaction Advisory Associate to join our Transaction Advisory Services (TAS) team. This role is ideal for professionals with a strong background in financial due diligence and a passion for helping clients navigate complex M&A transactions. You will lead key aspects of Quality of Earnings (QoE) engagements, mentor junior staff, and work directly with clients, private equity firms, and strategic buyers.

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.

Qualifications And Experience

• 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.
• Professional certifications such as CPA or CFA are desirable but not mandatory

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 $88,000 to $118,000, 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.