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:
- 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%.
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.
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 [email protected].
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $79,000 to $132,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 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, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.
#LI-CL1 #LI-hybrid
Top Skills
What We Do
Wipfli helps client do more with digital.
Beyond is where Wipfli Digital begins. We use decades of experience and imagination to help our clients deepen human connections and scale with greater precision and impact. We unlock the real impact of technology so they can transform faster, engage smarter and get tangible results.
As part of Wipfli, Wipfli Digital's team combine the sizable consulting and technology expertise of a top firm with a level of personal commitment and care that’s a true extension of our clients' teams.
Why Work With Us
Above all, we value authenticity and innovation at work.
This is a place where people are the priority. You see it in the way we support one another and empower everyone to bring their true self to the workplace. That mindset creates tighter teams, happier associates and innovative solutions for clients of all sizes.
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Wipfli Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Freedom to work from anywhere! Wipfli takes a flexible approach in allowing employees to choose to be remote, hybrid, or in-office.