Senior Financial Analyst, Corporate Development

Wipfli Advisory LLC•Chicago, IL

1d•$80,000 - $108,000•Hybrid

About The Position

The Senior Analyst, Corporate Development role drives financial modeling, valuation analyses, business and financial due diligence, and other workstreams key to executing M&A deals. The role works collaboratively with internal leaders and external stakeholders to support successful deal execution.

Requirements

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 demonstrated 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.