Senior TAS: 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 and dental/vision

HSA enrollment potential

Life and disability coverage

401(k) with profit sharing

Well-being incentive

Education & certification assistance

Flexible time off

Family and parental leave

Travel rewards

ID theft protection

Job summary

United States Digital Space LLC is seeking an experienced Senior Transaction Advisory Associate to join our TAS team. You will lead QoE engagements, mentor junior staff, and work directly with clients, private equity firms and strategic buyers on complex M&A projects.

The role emphasizes financial due diligence, earnings quality assessment, and collaboration with senior leaders to drive value and successful outcomes for transactions across the US market.

Qualifications

• Bachelor’s degree in Accounting or Finance or related field.
• 2–5 years in transaction advisory, financial due diligence, audit or related field.
• Strong financial modeling and Excel with knowledge of financial databases.
• Solid knowledge of U.S. GAAP and financial reporting.
• CPA or CFA desirable but not mandatory.

Responsibilities

• Lead buy-side and sell-side QoE engagements from planning to reporting.
• Analyze financial statements and data to assess earnings quality and deal metrics.
• Identify risks, issues and value drivers for clients and stakeholders.
• Prepare and review due diligence reports and executive presentations.
• Oversee virtual data rooms and coordinate information requests with targets.
• Mentor associates, collaborate with partners, and contribute to proposals.

Skills

Financial modeling

Excel

Communication skills

Problem-solving

Critical thinking

Education

Bachelor's degree in Accounting or Finance

Tools

Financial databases

Job description

United States Digital Space LLC is seeking an experienced Senior Transaction Advisory Associate to join our TAS team. You will lead QoE engagements, mentor junior staff, and work directly with clients, private equity firms and strategic buyers on complex M&A projects.

The role emphasizes financial due diligence, earnings quality assessment, and collaboration with senior leaders to drive value and successful outcomes for transactions across the US market.