Senior Financial Analyst, Corporate Development

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

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

The Senior Analyst, Corporate Development role drives financial modeling, valuation analyses, business and financial due diligence, and other workstreams key to executing M&A deals. The role works collaboratively with internal leaders and external stakeholders to support successful deal execution.

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.

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 demonstrated 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 time sensitive deadlines.
• Clear, concise verbal and written communication skills with strong process orientation and 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.

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 $80,000 to $108,000, 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.

• 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.
• 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.
• 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.