Wipfli · 4 hours ago
Associate, Transaction Advisory Services
United States
Full-time
Remote
Entry Level
$66K/yr - $89K/yr
1+ years expWipfli is a company that values its people and offers a career-defining opportunity in the Transaction Advisory Services (TAS) team. The Transaction Advisory Associate will conduct Quality of Earnings analyses, support M&A transactions, and collaborate with clients to provide financial insights.
AccountingConsultingInformation Technology
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
Qualification
Required
Bachelor's degree in Accounting, Finance
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
Ability to manage multiple projects and deadlines in a fast-paced environment
Valid driver's license is required
Preferred
CPA or progress toward CPA preferred
CFA, ASA, MST a plus
Experience with data room platforms is a plus
Benefits
8 health plan options (both HMO & PPO plans)
Dental and vision coverage
Opportunity to enroll in HSA with potential Firm contribution
Employee Assistance Program
Firm-sponsored basic life and short and long-term disability coverage
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
Travel rewards
Critical illness & accident insurance
Hospital indemnity insurance
Legal
Long-term care
Pet insurance
ID theft protection
Supplemental life/AD&D
Company
Wipfli
Wipfli LLP is one of the top 20 accounting and consulting firms.
1001-5000 employees
H1B Sponsorship
Wipfli has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (3)
2023 (5)
2022 (6)
2021 (7)
2020 (6)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain Capital
2025-08-01Private Equity
Leadership Team
Ryan Risley
Partner and Chief Technology Officer - Business Solutions Group
Jeff Greeneway
Retired
Recent News
2025-11-28
EIN Presswire
2025-11-14
Company data provided by crunchbase