Senior Financial Analyst, Corporate Development

About Wipfli Advisory LLC Always advancing. Always progressing. From curiosity to clarity to results. That’s Wipfli. We’re Wipfli, a top 25 advisory firm with a strong CPA foundation serving 53,000 clients across today’s most complex industries. For more than 90 years, we have evolved and grown to help our clients take on whatever comes next. Yet as much as we change, at our core, we remain committed to curiosity and our clients. Our more than 2,900 full-time associates help our clients with services that range from business consulting and digital services to audit and accounting. We focus on emerging and mid-market organizations with specialized knowledge in industries like financial institutions, financial services, manufacturing, distribution, healthcare, construction, real estate, government, nonprofit, agriculture, auto dealerships, technology and tribal gaming and government. Our mission to create a lasting, positive impact extends beyond our clients to our associates and communities. We believe in a workplace — and world — where everyone feels included and diversity is embraced. To foster that, we are committed to creating an environment where everyone is equally supported, empowered and encouraged. Through initiatives focused on leadership, recruitment, training and diverse business resource groups, we will continue to become a more inclusive firm and build the workforce of the future. We know that diversity makes us all stronger. Visit www.wipfli.com/EmailSignup to get updates from our team. You can also find us on Facebook and X at: - X: www.x.com/Wipfli_Official - Facebook: www.facebook.com/WipfliOfficial Specialties: Digital services, organizational performance, executive coaching, financial solutions, audit/accounting, outsourcing and mitigating risk.

Wipfli Advisory LLC

Audit & AccountingInformation Technology (IT)TaxMerger & AcquisitionValuationLitigationand TransactionEmployee BenefitsRisk Advisory and ForensicFinancial Accounting Outsourcing

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W

wipfli.com

1,001-5,000 employees

Business Consulting and Services

Milwaukee, WI

Partnership

50k LinkedIn followers

• The Senior Analyst, Corporate Development role drives financial modeling, valuation analyses, business and financial due diligence, and other workstreams key to executing M&A deals. The role works collaboratively with internal leaders and external stakeholders to support successful deal execution.
• Lead financial modeling, valuation, and business and financial due diligence activities.
• Prepare deal theses, diligence packs, approval materials, executive level presentations, and other materials that drive successful deal execution.
• Contribute to transaction recommendations, deal structures, and key considerations to executive leadership and the Board.
• Collaborate with internal leaders across Industry, Practice, and functional teams to evaluate potential investment opportunities.
• Assist in communicating deal structure, economics, and strategic rationale to prospective acquisition targets.
• Coordinate deal progression from discovery through execution of definitive agreements.

• Bachelor’s degree required, with 3-5 years of experience in M&A, financial modeling, and due diligence.
• Proven ability to lead complex, cross functional initiatives.
• Strong presentation and communication skills with demonstrated proficiency in Microsoft Excel, PowerPoint, Word, and Outlook.
• Experience managing virtual data rooms.
• Strong ability to plan, prioritize, and organize work effectively.
• Ability to manage multiple projects simultaneously and meet time sensitive deadlines.
• Clear, concise verbal and written communication skills with strong process orientation and high attention to detail.
• Advanced financial and analytical capabilities.
• High level of comfort presenting to executive leadership teams and Boards.
• Demonstrated ability to handle highly confidential and sensitive information with discretion.
• Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
• #LI-AF1 #LI-Hybrid
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• 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 values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $80,000 to $108,000, 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.

• Health Insurance
• Dental Coverage
• Vision Coverage
• HSA
• Employee Assistance Program
• Life Insurance
• Short-term Disability
• Long-term Disability
• 401(k) Savings Plan
• Profit Share
• Well-being Incentive
• Education Assistance
• Certification Assistance
• Flexible Time Off
• Family Care Leave
• Parental Leave
• Family Formation Benefits
• Cell Phone Reimbursement
• Travel Rewards
• Critical Illness Insurance
• Accident Insurance
• Hospital Indemnity Insurance
• Legal Insurance
• Long-term Care Insurance
• Pet Insurance
• ID Theft Protection