Transaction Advisory Services Associate

Overview

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.

 

Job Summary

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

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.

 

Knowledge, Skills and Abilities

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.

 

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

 

#LI-AF1 #LI-Remote

Additional Details

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 [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 $66,000 to $89,000, 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" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.