Senior, Transaction Advisory Services

Wipfli Advisory LLC•,

3d•$88,000 - $118,000•Hybrid

About The Position

We are seeking an experienced and driven Senior Transaction Advisory Associate to join our Transaction Advisory Services (TAS) team. This role is ideal for professionals with a strong background in financial due diligence and a passion for helping clients navigate complex M&A transactions. You will lead key aspects of Quality of Earnings (QoE) engagements, mentor junior staff, and work directly with clients, private equity firms, and strategic buyers.

Requirements

Bachelor’s degree in Accounting, Finance, or related field
2-5 years of experience in transaction advisory, financial due diligence, audit, or related field.
Strong financial modeling and analysis skills, with proficiency in Excel and financial databases.
Strong technical knowledge of U.S. GAAP and financial reporting.
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.

Nice To Haves

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

Responsibilities

Manage and conduct buy-side and sell-side QoE engagements, including planning, execution, and reporting.
Analyze financial statements and operational data to assess earnings quality, working capital, net debt, and other key deal metrics.
Identify and communicate financial risks, deal issues, and value drivers to clients and stakeholders.
Prepare and review detailed financial due diligence reports and executive presentations.
Oversee the setup and management of virtual data rooms and coordinate information requests with clients and target companies.
Collaborate with partners and directors on client strategy, engagement execution, and business development.
Mentor and supervise associates and interns, providing guidance and technical training.
Support valuation analysis, transaction structuring, and integration planning as needed.
Contribute to proposal development, pitch materials, and other marketing initiatives.
Stay informed on industry trends, accounting standards, and M&A market dynamics.