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
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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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