Wipfli
We are curious, inventive, perceptive and approachable. We push beyond the obvious answers to find smarter solutions.
Minneapolis, MN, USA
Remote
Hybrid

Senior Consultant, Transaction Advisory Services

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Employer Provided Salary: $70,000-$110,000 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.

At Wipfli, people count
The way you think makes you different. At Wipfli, we embrace that.
Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.
We're also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.
If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you.
We are seeking a dynamic and experienced Senior Consultant to join our Transaction Advisory Services practice. As a Senior Consultant, you will play a pivotal role in assisting clients in evaluating potential transactions, conducting due diligence, and providing strategic insights to facilitate their business decisions. Your expertise in financial analysis, deal structuring, and project management will be key to delivering high-quality and value-added services to our clients.
Responsibilities:

  • Perform comprehensive financial analysis, including historical and projected financial statements, to assess the target company's performance and identify potential risks and opportunities.
  • Collaborate with the team to evaluate deal structures and valuation methodologies, considering factors such as market conditions, industry trends, and specific transaction characteristics.
  • Stay updated on industry trends, market dynamics, and competitive landscapes to provide valuable insights that contribute to the client's decision-making process.
  • Manage and prioritize multiple projects simultaneously, ensuring timely delivery of high-quality work products and meeting client expectations.
  • Act as a key point of contact for clients, building strong relationships and effectively communicating findings and recommendations.
  • Work closely with cross-functional teams to leverage expertise from other practice areas, enhancing the overall value provided to clients.
  • Prepare clear and concise reports and presentations that communicate complex financial information in a digestible manner for clients and internal stakeholders.
  • Review and verify the work of junior team members to maintain the highest standards of quality and accuracy in all deliverables.


Qualifications and Experience:

  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • 2-5 years of experience in Transaction Advisory Services or related areas.
  • Strong financial modeling and analysis skills, with proficiency in Excel and financial databases.
  • Excellent understanding of financial statements, valuation techniques, and deal structuring.
  • Demonstrated ability to manage projects and deliver results within strict timelines.
  • Outstanding communication skills, both written and verbal, to effectively interact with clients and team members.
  • Proven problem-solving and critical-thinking abilities with a keen eye for detail.
  • Familiarity with industry-specific regulations and compliance standards (e.g., IFRS, GAAP) is advantageous.
  • Professional certifications such as CPA or CFA are desirable but not mandatory


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 is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [email protected]
#LI-CL2 #LI-hybrid

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Candidate Location Eligibility:
Albuquerque, NM
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Austin, TX
Baltimore, MD
Baton Rouge, LA
Birmingham, AL
Boise, ID
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Other US Location
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What are Wipfli Perks + Benefits

Wipfli Benefits Overview

At Wipfli, curious is our approach to the world. We push beyond the obvious answers to find smarter solutions for clients and look at business challenges from every angle. People matter here, and they feel it. We invest in your career development through tuition reimbursement, external training support, LinkedIn Learning access and our internal online learning center and leadership training.

We also back up our mission to provide a strong work-life balance with great benefits, UTO, wellness benefits and programs to encourage a healthy lifestyle.

Culture
Volunteer in local community
We are committed to helping our communities and support time off for associates to volunteer. On average, they volunteer a combined 15,000+ hours each year.
Partners with nonprofits
The Wipfli Foundation supports education programs that support furthering diverse representation in our industry.
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Flexible work schedule
Remote work program
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
All associates are required to attend unconscious bias training.
Diversity employee resource groups
This year, we launched three business resource groups (Women of Wipfli, Wipfli Pride and Embrace ) to give voice to and elevate issues inside our firm for diverse groups. And we plan to add more.
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
Performance bonus
Charitable contribution matching
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Adoption Assistance
Company sponsored family events
Vacation & Time Off Benefits
Unlimited vacation policy
Paid volunteer time
We are committed to helping our communities and support time off for associates to volunteer. On average, they volunteer a combined 15,000+ hours each year.
Sabbatical
Paid holidays
Paid sick days
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Pet friendly
Fitness stipend
Onsite gym
Professional Development Benefits
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program
Continuing education stipend
Continuing education available during work hours
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

Our culture is steeped in values focused on our associates and it drives the benefits we offer

• Empower: We give our people the opportunities and resources to find, follow and grow to achieve their dream career.

• Connected: We value everyone’s individual strengths, and we cultivate a culture where relationships thrive.

• Impact: Our passion for excellence drives us to get results through our expertise, experience and teamwork.

• Transparency: We welcome candor so all voices and perspectives come together to solve problems and serve clients.

• Flexibility: We give people the freedom to shift their career paths and achieve work-life balance, which creates happier and more productive teams.

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