(1 to 1.5 years of business valuation experience)
Primary Purpose of the position:
Under the direction of Senior/Assistant Manager, Valuation Analyst is responsible for input, analysis, and review of financial data pertaining to the firm's clients. The Analyst is responsible for identifying the trends and operational characteristics of the data, to collaborate with other team members in India and the US and adhere to the work plan defined by the Senior/Assistant Manager in India and the US.
Role and Responsibilities:
- Effectively support on valuation engagements in collaboration with a senior/ manager in India or the US
- Support Wipfli project teams in providing financial consulting services relating to business valuations (Gift & Estate planning, Healthcare, ESOPs, and Bank valuations)
- Preparation and analysis of structured data from unstructured data sources
- Download industry and economic data, analyze financial statements, and summarize key report points
- Stay abreast of current business and economic developments relevant to business valuation issues and specific industry trends
- Communicate proactively with other associates regarding open items, potential problems, or other important matters in a timely manner
- Input financial data into various models
- Analyze target company data to identify historical and projected financial and operating trends, working capital considerations, and potential risks which impact valuation and negotiation of the target company
- Deliver high-quality work products and assist other team members in valuation team
- Collaborate with VFLT team members in the US and India
Skills and Competencies:
- Proficient in the Microsoft suite of products, particularly Excel and Word
- Strong oral and written communication skills and ability to effectively communicate with team members across US and India
- Demonstrated ability to generate a quality work product in a timely manner with strong attention to detail
- Ability to plan and manage multiple projects simultaneously, work under pressure and meet deadlines
- Demonstrated ability to think independently and make decisions
- Team player with good interpersonal and communication skills
Essential Qualifications and Experience:
- Master's or bachelor's degree in accounting or finance
- Minimum 1 year of experience in business valuations, gift & estate tax valuations, business combinations (ASC 805) and goodwill impairment (ASC 350), among others will be preferred
- CA (Intermediate/ Final) or CFA Level I/II/III or any other business valuation certification is preferred.
- Prior experience of working with overseas team is desirable.
- Prior experience with IBIS World, Capital IQ, or Deal Stats would be nice to have
Work location: Wipfli India, Bengaluru
Skills Required
- Bachelor’s or master’s degree in accounting or finance
- At least 1 year of business valuation experience
- Experience with business valuations, gift and estate tax valuations, business combinations under ASC 805, or goodwill impairment under ASC 350
- CA Intermediate, CA Final, CFA Level I, II, or III, or another business valuation certification
- Prior experience working with overseas teams
- Experience with IBISWorld, Capital IQ, or DealStats
- Proficiency with Microsoft Office, particularly Excel and Word
- Strong oral and written communication skills
- Ability to manage multiple projects, work under pressure, and meet deadlines
- Strong attention to detail and ability to produce quality work on time
- Ability to think independently and make decisions
What the Team is Saying
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Wipfli Compensation & Benefits Highlights
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Leave & Time Off Breadth — Flexible Time Off (unlimited-style PTO) and a broad menu of days off—such as wellness/floating days, paid volunteer time, and even sabbaticals—are highlighted across many roles. Hybrid/remote options further enable practical flexibility in scheduling time away.
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Parental & Family Support — Generous paid family leave is paired with family-formation benefits including adoption, surrogacy, and fertility services, plus medical travel and gender-affirming care. These offerings signal strong support for a wide range of family needs.
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Retirement Support — A 401(k) with company match alongside profit-sharing contributions is consistently advertised in current job materials. This pairing strengthens long-term savings beyond standard retirement plans.
Wipfli Insights
What We Do
Wipfli is a leading national advisory and accounting firm with nearly 100 years of serving ambitious middle-market organizations. We understand our clients' unique challenges and help them succeed on their terms through assurance, tax, advisory, outsourcing and technology services. With 2,900+ associates and global alliances, we combine national capabilities with local relationships. "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.
Why Work With Us
At Wipfli, people count. 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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Wipfli Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Freedom to work from anywhere! Wipfli takes a flexible approach in allowing employees to choose to be remote, hybrid, or in-office.
