Director – Transaction Advisory Services

Wipfli Advisory LLC•,

3d•$142,000 - $212,000

About The Position

The Director – Transaction Advisory Services performs comprehensive financial analysis, collaborates on evaluating deal structures, and monitors industry trends to provide clients with valuable insights. The role manages multiple projects, serves as a key client contact, works with cross-functional teams, prepares reports and presentations, and reviews junior team members’ work to ensure quality and accuracy. The position requires a bachelor's degree in Finance, Accounting, Economics, or a related field and at least seven years of experience in Transaction Advisory Services or related areas. The estimated base pay range is $142,000–$212,000. An annual discretionary bonus may also be available, subject to participation rules and individual and Firm performance.

Requirements

Bachelor's degree in Finance, Accounting, Economics, or a related field.
At least 7 years of experience in Transaction Advisory Services or related areas.
Strong financial modeling and analysis skills, including 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 written and verbal communication skills for interacting with clients and team members.
Proven problem-solving and critical-thinking abilities and attention to detail.

Nice To Haves

Familiarity with industry-specific regulations and compliance standards, such as IFRS and GAAP.
CPA or CFA certification; desirable but not mandatory.

Responsibilities

Analyze historical and projected financial statements to assess target-company performance and identify potential risks and opportunities.
Collaborate with the team to evaluate deal structures and valuation methodologies, considering market conditions, industry trends, and transaction characteristics.
Monitor industry trends, market dynamics, and competitive landscapes to provide insights that support client decision-making.
Manage and prioritize multiple projects, delivering high-quality work on time and meeting client expectations.
Serve as a key point of contact for clients, build relationships, and communicate findings and recommendations.
Work with cross-functional teams and other practice areas to enhance the value provided to clients.
Prepare clear, concise reports and presentations that explain complex financial information to clients and internal stakeholders.
Review and verify junior team members’ work to maintain quality and accuracy.

Benefits

Eight health plan options, including HMO and PPO plans.
Dental and vision coverage.
HSA enrollment opportunity with potential Firm contribution.
Employee Assistance Program.
Firm-sponsored basic life insurance and short- and long-term disability coverage.
401(k) savings plan with profit sharing and Firm matching contribution.
Well-being incentive.
Education and certification assistance.
Flexible time off.
Family care leave and parental leave.
Family formation benefits.
Cell phone reimbursement.
Travel rewards.
Voluntary critical illness and accident insurance, hospital indemnity insurance, legal coverage, long-term care insurance, pet insurance, identity theft protection, and supplemental life/AD&D coverage.