Associate, Transaction Advisory Services

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.

We are seeking a highly motivated Transaction Advisory Associate to join our growing Transaction Advisory Services (TAS) team. This role is ideal for professionals with a background in accounting or finance who are passionate about mergers and acquisitions (M&A), financial due diligence, and delivering insights that drive strategic decisions. You will play a key role in performing Quality of Earnings (QoE) analyses, supporting buy-side and sell-side transactions, and working closely with clients, private equity firms, and strategic buyers.

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.

Qualifications and Experience:

• Bachelor’s degree in Accounting, Finance (CPA or progress toward CPA preferred).
• CFA, ASA, MST a plus
• 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; experience with data room platforms is a plus.
• Ability to manage multiple projects and deadlines in a fast-paced environment.
• Valid driver’s license is required

Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!

#LI-AL2 #LI-Remote

Additional Details:

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, 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