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Business Valuation Expert

2 months ago

Milwaukee, Wisconsin, United States Wipfli Full time
About Wipfli

At Wipfli, we value diversity and inclusion in the workplace. Our culture is built on the idea that everyone has a unique perspective to share.

We're committed to helping our team members achieve a healthy work-life balance. Our flexible schedules, training programs, and mental wellness initiatives demonstrate our dedication to their well-being.

Responsibilities
  • Conduct in-depth analysis of business valuation engagements to provide accurate and reliable results.
  • Participate in client management interviews to understand their organization and needs.
  • Collaborate with colleagues to deliver comprehensive valuations to clients.
  • Research financial statements and business backgrounds to inform valuation decisions.
  • Mentor junior staff to help them grow in their roles.
  • Travel occasionally, with no more than 10% of work time spent on the road.
Qualifications
  • 2-4 years of experience in business valuation or a related field.
  • Bachelor's degree in accounting, finance, or economics.
  • CPA, CFA, or business valuation certifications are a plus.
  • Proficiency in Excel and Word is essential.
  • Strong oral and written communication skills are required.
  • Ability to prioritize multiple projects and meet deadlines.

Cheyenne Lee, our recruiting team member, will guide you through the hiring process. You can connect with her to learn more about the opportunity.