Associate, Transaction Advisory Services

Wipfli Advisory LLC

2d•Remote

About The Position

We are seeking a highly motivated Transaction Advisory Associate to join our growing Transaction Advisory Services (TAS) team. This role is ideal for professionals with a background in accounting or finance who are passionate about mergers and acquisitions (M&A), financial due diligence, and delivering insights that drive strategic decisions. You will play a key role in performing Quality of Earnings (QoE) analyses, supporting buy-side and sell-side transactions, and working closely with clients, private equity firms, and strategic buyers.

Requirements

Bachelor’s degree in Accounting, Finance (CPA or progress toward CPA preferred).
1–3 years of experience in public accounting, transaction advisory, audit, or financial due diligence.
Strong understanding of financial statements and accounting principles (GAAP).
Excellent analytical, problem-solving, and communication skills.
Advanced Proficiency in Microsoft Excel and PowerPoint; experience with data room platforms is a plus.
Ability to manage multiple projects and deadlines in a fast-paced environment.

Nice To Haves

CFA, ASA, MST a plus

Responsibilities

Conduct Quality of Earnings (QoE) analyses for buy-side and sell-side M&A transactions.
Analyze historical and projected financial statements to identify key trends, risks, and opportunities.
Assess working capital, net debt, and other key deal metrics.
Prepare detailed financial due diligence reports and executive summaries.
Assist in the preparation of data books, data room management, and client deliverables.
Collaborate with clients and internal teams to gather and validate financial data.
Support valuation analysis and transaction structuring as needed.
Participate in client meetings and calls to present findings and insights.
Assist with business development efforts, including proposal writing and pitch materials.
Stay current on industry trends, accounting standards, and M&A market activity.