Strategic Corporate Development Finance Analyst

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

Benefits offered by this job

Health benefits

401(k) matching

Flexible time off

Parental leave

HSA program

Job summary

Wipfli, a leading professional services firm, seeks a Senior Analyst in Corporate Development to drive financial modeling, valuation analyses, and due diligence for M&A deals. You will work with internal leaders and external stakeholders to support deal execution in a dynamic environment.

The role requires 3-5 years of M&A experience, strong Excel/PowerPoint skills, and the ability to manage multiple initiatives while handling confidential information with discretion.

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 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.

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.

Skills

Financial modeling

M&A

Due diligence

Stakeholder communication

Excel

PowerPoint

Word

Outlook

Virtual data rooms

Project management

Attention to detail

Education

Bachelor's degree

Tools

Excel

PowerPoint

Word

Outlook

Job description

Wipfli, a leading professional services firm, seeks a Senior Analyst in Corporate Development to drive financial modeling, valuation analyses, and due diligence for M&A deals. You will work with internal leaders and external stakeholders to support deal execution in a dynamic environment.

The role requires 3-5 years of M&A experience, strong Excel/PowerPoint skills, and the ability to manage multiple initiatives while handling confidential information with discretion.