[Remote] Associate, Transaction Advisory Services

Note: The job is a remote job and is open to candidates in USA. Wipfli is a company that values its people and offers a career-defining opportunity in the Transaction Advisory Services (TAS) team. The Transaction Advisory Associate will conduct Quality of Earnings analyses, support M&A transactions, and collaborate with clients to provide financial insights.

Responsibilities

• Conduct Quality of Earnings (QoE) analyses for buy-side and sell-side M&A transactions
• Analyze historical and projected financial statements to identify key trends, risks, and opportunities
• Assess working capital, net debt, and other key deal metrics
• Prepare detailed financial due diligence reports and executive summaries
• Assist in the preparation of data books, data room management, and client deliverables
• Collaborate with clients and internal teams to gather and validate financial data
• Support valuation analysis and transaction structuring as needed
• Participate in client meetings and calls to present findings and insights
• Assist with business development efforts, including proposal writing and pitch materials
• Stay current on industry trends, accounting standards, and M&A market activity

Skills

• Bachelor's degree in Accounting, Finance
• 1–3 years of experience in public accounting, transaction advisory, audit, or financial due diligence
• Strong understanding of financial statements and accounting principles (GAAP)
• Excellent analytical, problem-solving, and communication skills
• Advanced Proficiency in Microsoft Excel and PowerPoint
• Ability to manage multiple projects and deadlines in a fast-paced environment
• Valid driver's license is required
• CPA or progress toward CPA preferred
• CFA, ASA, MST a plus
• Experience with data room platforms is a plus

Benefits

• 8 health plan options (both HMO & PPO plans)
• Dental and vision coverage
• Opportunity to enroll in HSA with potential Firm contribution
• Employee Assistance Program
• Firm-sponsored basic life and short and long-term disability coverage
• 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
• Travel rewards
• Critical illness & accident insurance
• Hospital indemnity insurance
• Legal
• Long-term care
• Pet insurance
• ID theft protection
• Supplemental life/AD&D

Company Overview

Company H1B Sponsorship