Valuations Senior Consultant

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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 hr@wipfli.com.

#LI-CL1 #LI-hybrid

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Our commitment:

We invest in the growth of all our associates through ongoing education and career development. To learn more about how we invest in you, see our learning and development page.

We also invest in a strong work-life balance by providing benefits, such as flexible time off and wellness programs. We provide health, vision and dental insurance, generous family leave, flexible work options, 401(k) contributions and paid time off and holidays.

What you can expect:

If your resume is a fit for the position, a recruiter will reach out to you for an initial conversation so we can tell you more about Wipfli and the benefits of working here. We don’t just expect you to just answer our questions. We encourage you to ask us about Wipfli to see if we’re a good fit for you.

Employee Benefits

We also back up our mission to provide a strong work-life balance with great benefits, FTO, wellness benefits and programs to encourage a healthy lifestyle.

  • Medical travel benefits:
    Travel benefits to give associates across the country equitable access to quality care across a broad spectrum of needs
  • Family formation benefits:
    Maternity and paternity leave, surrogacy and adoption benefits, and fertility services benefits
  • Gender-affirming care benefits:
    Resources and benefits to help associates receive gender identity affirming interventions and therapies
  • Flexible work schedule
  • Flexible time off

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