Valuations Senior Consultant

Posted 6 Hours Ago
Be an Early Applicant
Remote
3-5 Years Experience
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
We are curious, inventive, perceptive and approachable. We push beyond the obvious answers to find smarter solutions.
The Role
Analyzing business valuation engagements, conducting client management interviews, collaborating with associates, researching financial statements, mentoring junior staff, and occasional travel.
Summary Generated by Built In

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.
Responsibilities:

  • Analysis of business valuation engagements.
  • Participate in client management interview to better understand organization and needs.
  • Work with fellow associates to provide cohesive valuation for clients.
  • Research of financial statements and business background.
  • Mentor junior staff.
  • Ability to travel no more than 10%.


Qualifications:

  • 2 - 4 years' experience in business valuation or similar role.
  • Bachelor's degree in accounting, finance, or economics.
  • CPA, CFA and/or business valuation certifications preferred.
  • Proficient in Excel and Word.
  • Proven oral and written communication skills.
  • Ability to prioritize many projects.


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 identity, 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-CL1 #LI-hybrid

Top Skills

Excel

What the Team is Saying

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The Company
Oakland, CA
3,000 Employees
Hybrid Workplace
Year Founded: 1930

What We Do

Wipfli Digital offers more than digital solutions.

We bring clarity. As part of Wipfli, we combine the sizable consulting and technology expertise of a top firm with a level of personal commitment and care that’s a true extension of our clients' teams. Our focus: Helping businesses thrive — today and into the future.

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.

Typical time on-site: Not Specified
Oakland, CA

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