Essential Responsibilities: • Collaborate with TAS team members in the US and India and assisting in financial due diligence projects for buy and sell transactions. • Preparation of Databook in accordance with firm and professional standards • Analyze the target company's historical and projected financial data to identify operating trends, quality of earnings and working capital considerations • Identify potential liabilities and risks which impact valuation and negotiation of the target company • Evaluating the effects of seasonality and cyclicality on cash flow requirements • Reconciling information provided by management with audited financial information/tax returns. • Read through the data files we receive and summarize results that could be included in the analysis • Develop technical competency with US GAAP • Respond to client and firm associate requests in a timely, accurate, positive and professional manner • Communicate proactively with other firm associates regarding open items, problems, or other important matters in a timely manner • Draft reports, tables, exhibits, charts and provide business insights on a wide range of assignments
Essential Qualifications and Experience: • Master's or Bachelor's degree in accounting or finance with strong conceptual knowledge• Relevant TAS work experience of 1 - 2 years • Prior experience of working with an overseas team would be an added advantage
Skills & Abilities: • Good spoken and written English • Self-motivated, independent, and meticulous with strong attention to detail • Team player with good interpersonal and communication skills • Advanced knowledge required in Microsoft Office suite (Excel, Word, PowerPoint) • Ability to think independently and come up with recommendations • Able to communicate well with team members across US and India. • Ability to plan and prioritize multiple projects, follow through on requests, take initiative, work under pressure, deliver high-quality work products and meet timelines • Ability to assist in identification and research of complex technical issues/problems
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What We Do
Wipfli is an advisory firm that delivers holistic solutions to help clients navigate the modern marketplace, optimize performance and drive growth. Our more than 3,000 full-time associates deliver digital, people, strategy, risk, financial and outsourcing solutions to 54,000+ clients.
"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.
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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. And we seek feedback openly, from all.
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