Transaction Advisory Services Manager

Wipfli LLP Radnor , PA 19087

Posted 2 months ago

Overview

Create lasting, positive impact.

By considering Wipfli LLP, you've decided to go beyond the ordinary public accounting and consulting firm. At Wipfli, we create positive impact and lifetime relationships by leading and working with an outward mindset. As a member of our team, you will be inspired to think freely and follow your passion, grow as a professional by developing your skills and commit to serving our clients and communities with honesty and integrity.

Wipfli has a broad national footprint with offices coast to coast and we're still growing! As an associate, you'll have access to skill development and career opportunities, whether you want to move up or transition into another area of specialty. For some positions, we have the flexibility and technology to work from anywhere; whether it's in the office, at home or at the client site.

Join a company focused on giving back to the greater good at Wipfli, we're committed to supporting the communities we do business in. To learn more about our volunteer efforts, who we are and what we do, visit wipfli.com.

Wipfli is currently seeking a Manager-Transaction Advisory Services and Private Equity in our Chicago, Philadelphia, Minneapolis, Portland, or REMOTE office. This role will be responsible for the continued growth of our Transaction Services. This position will assist clients in performing due diligence and quality of earning analysis, and transaction/acquisition support. Transaction services proficiency or an audit background with exposure to M&A is preferred. The position provides advisory services, financial analytics, and expertise to clients and members of the Transaction Services and Wipfli Corporate Finance (primarily) and Valuation Forensics and Litigation Support (secondarily) practices. Responsible for data gathering, analysis, assisting with marketing and business development, and preparing recommendations to clients.

Responsibilities

  • Manages transaction services engagements

  • Support and strengthen private equity relationships

  • Provide support to existing Wipfli clients that are acquisitive

  • Analyze client financial data to identify trends, GAAP departures and operational characteristics

  • Trains junior staff

  • Participates in quality control

  • Participate in networking and business development activities

  • Ability to travel 25% to 50% of the time

Option to Work Remote

Qualifications

  • Minimum of 4 years' experience in financial statement audit, investment banking, private equity, corporate development or similar role

  • Bachelor's degree in accounting or finance

  • CPA required and CFA a plus

  • Proficient in the Microsoft Suite of products, especially Excel and Powerpoint

  • Strong oral and written communication skills

  • Strong analytical skills

Wipfli recruiting team member, Jerry Ollmann, will guide you through our evaluation and interviewing process, including communicating an update on your status as soon as possible. If you are interested in learning more about this opportunity before applying, please email Jerry at jollmann@wipfli.com or contact him through LinkedIn. Jerry joined Wipfli in 2007, and he is based in our Green Bay Office.

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 identify, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.


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Transaction Advisory Services Manager

Wipfli LLP