M&A Finance Director

Wipfli Advisory LLC • Chicago, IL

1d • $156,000 - $210,000 • Hybrid

About The Position

At Wipfli, people count. 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. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Job Overview: The Director is responsible for leading the endtoend execution of M&A transactions from initial diligence through deal close. This role owns the deal process, including financial modeling, business and financial due diligence, deal structuring, and executivelevel presentations.

Requirements

• Bachelor’s degree required
• Ten (10) or more years of experience in M&A, financial modeling, and due diligence.
• Proven ability to lead complex, cross-functional initiatives.
• Strong executive level presentation and communication skills.
• Experience building and leading teams in a collaborative environment.
• Strong ability to plan, prioritize, and organize work effectively.
• Ability to manage multiple projects simultaneously and meet timesensitive deadlines.
• Clear, concise verbal and written communication skills.
• Advanced financial and analytical capabilities.
• Ability to influence senior leaders and key decisionmakers.
• Strong process orientation with high attention to detail.
• High level of comfort presenting to executive leadership teams and Boards.
• Proficiency in Microsoft Word and Outlook; working knowledge of Excel and PowerPoint.

Nice To Haves

• One (1) or more years of experience in professional services strongly preferred.

Responsibilities

• Lead the overall M&A deal execution process from diligence through signing.
• Drive financial modeling, valuation, and business and financial due diligence activities.
• Develop deal theses, approval materials, and executive level presentations.
• Present transaction recommendations, deal structures, and key considerations to executive leadership and the Board.
• Partner with internal leaders across Industry, Practice, and functional teams to evaluate potential investment opportunities.
• Communicate deal structure, economics, and strategic rationale to prospective acquisition targets.
• Manage deal progression from letter of intent (LOI) through execution of definitive agreements.

Benefits

• Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 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, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 501-1,000 employees