Overview

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.

Responsibilities

Responsibilities:

• Analysis of business valuation engagements.

• Participate in client management interview to better understand organization and needs.

• Work with fellow associates to provide cohesive valuation for clients.

• Research of financial statements and business background.

• Mentor junior staff.

• Ability to travel no more than 10%.

Knowledge, Skills and Abilities

Qualifications:

• 2 - 4 years’ experience in business valuation or similar role.

• Bachelor's degree in accounting, finance, or economics.

• CPA, CFA and/or business valuation certifications preferred.

• Proficient in Excel and Word.

• Proven oral and written communication skills.

• Ability to prioritize many projects.

  Cheyenne Lee, from our recruiting team, will be guiding you through this process. Visit herLinkedIn (http://www.linkedin.com/in/cheyenne-lee-ms-phr-aa1465164) page to connect!

  Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

  Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com.

  #LI-CL1 #LI-hybrid

Job LocationsUS-MN-Minneapolis | US-IL-Chicago | US-WI-Milwaukee

Job ID 2024-6330

Category Consulting

Remote No