Director – Transaction Advisory Services

Wipfli Advisory LLC

126d • $128,000 - $212,000

About The Position

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, focus on relationships, and encourage each individual to follow their own path. In this role, you will perform comprehensive financial analysis, collaborate with the team to evaluate deal structures, and stay updated on industry trends to provide valuable insights for our clients. You will manage multiple projects simultaneously, act as a key point of contact for clients, and work closely with cross-functional teams to enhance the overall value provided. Additionally, you will prepare clear and concise reports, review the work of junior team members, and ensure the highest standards of quality and accuracy in all deliverables.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 7+ years of experience in Transaction Advisory Services or related areas.
• Strong financial modeling and analysis skills, with proficiency in Excel and financial databases.
• Excellent understanding of financial statements, valuation techniques, and deal structuring.
• Demonstrated ability to manage projects and deliver results within strict timelines.
• Outstanding communication skills, both written and verbal, to effectively interact with clients and team members.
• Proven problem-solving and critical-thinking abilities with a keen eye for detail.
• Familiarity with industry-specific regulations and compliance standards (e.g., IFRS, GAAP) is advantageous.

Nice To Haves

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

Responsibilities

• Perform comprehensive financial analysis, including historical and projected financial statements, to assess the target company's performance and identify potential risks and opportunities.
• Collaborate with the team to evaluate deal structures and valuation methodologies, considering factors such as market conditions, industry trends, and specific transaction characteristics.
• Stay updated on industry trends, market dynamics, and competitive landscapes to provide valuable insights that contribute to the client's decision-making process.
• Manage and prioritize multiple projects simultaneously, ensuring timely delivery of high-quality work products and meeting client expectations.
• Act as a key point of contact for clients, building strong relationships and effectively communicating findings and recommendations.
• Work closely with cross-functional teams to leverage expertise from other practice areas, enhancing the overall value provided to clients.
• Prepare clear and concise reports and presentations that communicate complex financial information in a digestible manner for clients and internal stakeholders.
• Review and verify the work of junior team members to maintain the highest standards of quality and accuracy in all deliverables.

Benefits

• 8 health plan options (both HMO & PPO plans)
• Dental and vision coverage
• Opportunity to enroll in HSA with potential Firm contribution
• Employee Assistance Program
• Firm-sponsored basic life and short and long-term disability coverage
• 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
• Travel rewards
• Voluntary benefit offerings including critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees