Transaction Advisory Services Manager

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process:
 
After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization.
 
Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience.
 
Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.

If you would like to read more about referral bonus eligibility, please visit InSite: https://wipflillp.sharepoint.com/sites/WipfliAssociateHandbook/SitePages/Associate-Referral-Bonus-Program.aspx

Responsibilities:
 
- Perform comprehensive financial analysis, including historical and projected financial statements, to assess the target company's performance and identify potential risks and opportunities.
- Collaborate with the team to evaluate deal structures and valuation methodologies, considering factors such as market conditions, industry trends, and specific transaction characteristics.
- Stay updated on industry trends, market dynamics, and competitive landscapes to provide valuable insights that contribute to the client's decision-making process.
- Manage and prioritize multiple projects simultaneously, ensuring timely delivery of high-quality work products and meeting client expectations.
- Act as a key point of contact for clients, building strong relationships and effectively communicating findings and recommendations.
- Work closely with cross-functional teams to leverage expertise from other practice areas, enhancing the overall value provided to clients.
- Prepare clear and concise reports and presentations that communicate complex financial information in a digestible manner for clients and internal stakeholders.
- Review and verify the work of junior team members to maintain the highest standards of quality and accuracy in all deliverables.

Qualifications and Experience:
 
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 5+ years of experience in Transaction Advisory Services or related areas.
- Strong financial modeling and analysis skills, with proficiency in Excel and financial databases.
- Excellent understanding of financial statements, valuation techniques, and deal structuring.
- Demonstrated ability to manage projects and deliver results within strict timelines.
- Outstanding communication skills, both written and verbal, to effectively interact with clients and team members.
- Proven problem-solving and critical-thinking abilities with a keen eye for detail.
- Familiarity with industry-specific regulations and compliance standards (e.g., IFRS, GAAP) is advantageous.
- Professional certifications such as CPA or CFA are desirable but not mandatory
Tiffany Farnsworth, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
 
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