Valuations Manager

Job Locations US-MT-Helena
Job ID

At Wipfli, people count


The way you think makes you different. At Wipfli, we embrace that.


Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.


We’re also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.


If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you.

Wipfli is looking for a Manager for our Valuations team in the Helena, Montana are! The ideal candidate will be responsbile for the following:



  • Coordinate engagements to include overseeing staff who enter or download financial data into electronic medium (excel/forensic software/word for example).
  • Prepare various financial analyses, which may include financial analysis write up, research of industry and economy, preparation of financial projections and forecasts, due diligence, forensic analysis, report preparation and summarization of client information.
  • Present results of engagement to client and other third parties including attorneys, judges, boards of directors, and other interested or affected parties as requested by client.
  • Perform marketing and business development activities including preparation of marketing material, meeting with prospects, participating in presentations, and preparation of proposal or engagement letters.
  • Perform document consulting activities and recordkeeping services according to firm standards.


  • Minimum of 4 years experience in business valuation required. Experience in investment banking preferred.
  • Bachelor's degree in accounting or finance
  • CPA, CFA and/or business valuation certifications required
  • Previous experience in public accounting with client-facing responsibilities highly preferred
  • Proficient in the Microsoft Suite of products, especially Excel and PowerPoint
  • Strong oral and written communication skills
  • Strong analytical skills

Cheyenne Lee, from our recruiting team, will be guiding you through this process. Visit her LinkedIn 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 identify, citizenship status, 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 


Wipfli supports Equal Pay for all.  In addition, in the State of Montana, we are committed to Equal Pay for Women in accordance with Executive Order 12-2016. The pay range for this role is $80,000 - $140,000.


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-CL2 #LI-hybrid



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