Senior QoE & M&A Due Diligence Lead

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

Benefits offered by this job

Health plan options

Dental & vision coverage

401(k) with profit sharing

Flexible time off

Education & certification assistance

Job summary

Wipfli is seeking a Senior Transaction Advisory Associate to lead QoE engagements within TAS, mentoring staff and coordinating with clients, PE firms, and strategic buyers. You will drive planning, analysis, and reporting of earnings quality, working capital, and key deal metrics.

Ideal candidates have 2–5 years in transaction advisory or related fields, strong Excel modeling, and U.S. GAAP knowledge. CPA/CFA desirable; this role offers growth in a collaborative, inclusive environment.

Qualifications

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

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.

Skills

Financial modeling

Excel proficiency

US GAAP knowledge

Communication skills

Project management

Problem solving

Education

Bachelor's degree in Accounting/Finance

CPA or CFA desirable

Tools

Financial databases

Job description

Wipfli is seeking a Senior Transaction Advisory Associate to lead QoE engagements within TAS, mentoring staff and coordinating with clients, PE firms, and strategic buyers. You will drive planning, analysis, and reporting of earnings quality, working capital, and key deal metrics.

Ideal candidates have 2–5 years in transaction advisory or related fields, strong Excel modeling, and U.S. GAAP knowledge. CPA/CFA desirable; this role offers growth in a collaborative, inclusive environment.