Senior Financial Analyst, Corporate Development

About the role

At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility, focus on relationships, and encourage each individual to follow their own path. This role drives financial modeling, valuation analyses, business and financial due diligence, and other workstreams key to executing M&A deals. The Senior Analyst, Corporate Development collaborates with internal leaders and external stakeholders to support successful deal execution.

Responsibilities

• Lead financial modeling, valuation, and business and financial due diligence activities.
• Prepare deal theses, diligence packs, approval materials, executive-level presentations, and other materials that drive successful deal execution.
• Contribute to transaction recommendations, deal structures, and key considerations to executive leadership and the Board.
• Collaborate with internal leaders across Industry, Practice, and functional teams to evaluate potential investment opportunities.
• Assist in communicating deal structure, economics, and strategic rationale to prospective acquisition targets.
• Coordinate deal progression from discovery through execution of definitive agreements.

Requirements

• Bachelor’s degree required.
• 3-5 years of experience in M&A, financial modeling, and due diligence.
• Proven ability to lead complex, cross-functional initiatives.
• Strong presentation and communication skills with demonstrated proficiency in Microsoft Excel, PowerPoint, Word, and Outlook.
• Experience managing virtual data rooms.
• Strong ability to plan, prioritize, and organize work effectively.
• Ability to manage multiple projects simultaneously and meet time-sensitive deadlines.
• Clear, concise verbal and written communication skills with strong process orientation and high attention to detail.
• Advanced financial and analytical capabilities.
• High level of comfort presenting to executive leadership teams and Boards.
• Demonstrated ability to handle highly confidential and sensitive information with discretion.

Pay

The estimated base pay range for this role is $80,000 to $108,000. Offers typically are not made at the maximum, allowing for future salary increases. Actual salary depends on business-related factors such as location, skills, experience, training, education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on individual and firm performance.

Benefits

• 8 health plan options (HMO & PPO plans).
• Dental and vision coverage.
• Opportunity to enroll in HSA with potential firm contribution.
• Employee Assistance Program.
• Firm-sponsored basic life and short- and long-term disability coverage.
• 401(k) savings plan & profit share, plus firm matching contribution.
• Well-being incentive.
• Education & certification assistance.
• Flexible time off.
• Family care leave, parental leave, and family formation benefits.
• Cell phone reimbursement.
• Travel rewards.
• Voluntary benefits including critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.

Eligibility for all benefits programs is dependent on annual hours expectation, position status/level, and location.