Senior Consultant, Transaction Advisory Services

Overview

At Wipfli, people count. The way you think makes you different, and at Wipfli we embrace that. Our inclusive culture provides a space for everyone to have a voice, and our growing number of DEI resource groups celebrate diversity and champion awareness throughout the firm. We’re also focused on helping you achieve success with balance through hybrid schedules, flexible time off, training programs and mental wellness initiatives.

If you want to grow, feed your curiosity and make a difference, Wipfli is the place for you.

• Manage and conduct buy‑side and sell‑side Quality of Earnings engagements, including planning, execution, and reporting.
• Analyze financial statements and operational data to assess earnings quality, working capital, net debt and other key deal metrics.
• Identify and communicate financial risks, deal issues and value drivers to clients and stakeholders.
• Prepare and review detailed financial due diligence reports and executive presentations.
• Oversee the set‑up and management of virtual data rooms and coordinate information requests with clients and target companies.
• Collaborate with partners and directors on client strategy, engagement execution and business development.
• Mentor and supervise associates and interns, providing guidance and technical training.
• Support valuation analysis, transaction structuring and integration planning as needed.
• Contribute to proposal development, pitch materials and other marketing initiatives.
• Stay informed on industry trends, accounting standards and M&A market dynamics.

• Bachelor’s degree in Accounting, Finance or a related field.
• 2–5 years of experience in transaction advisory, financial due diligence, audit or a related field.
• Strong financial modeling and analysis skills, with proficiency in Excel and financial databases.
• Strong technical knowledge of U.S. GAAP and financial reporting.
• 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.
• Professional certifications such as CPA or CFA are desirable but not mandatory.

Alaina Lister from our recruiting team will be guiding you through this process. Visit her Linked In page to connect. #LI-AL1 #LI-Remote

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regard 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 email

The estimated base pay range for this role is $79,000 to $132,000. Compensation will depend on business‑related factors such as location, skills, experience and relevant employment laws. An annual discretionary bonus may be available, subject to participation rules and performance. Benefits include health, dental and vision coverage, HSA enrollment with potential firm contribution, Employee Assistance Program, basic life and disability coverage, 401(k) savings plan with firm match, profit‑share, well‑being incentive, education and certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement and travel rewards.

Voluntary benefits include critical illness, hospital indemnity, legal, long‑term care, pet insurance,  protection and supplemental life/AD&D. Eligibility is dependent on annual hours expectation, position status/level and location.