Valuations Manager

Responsibilities

• Lead Engagements: Independently manage valuation projects from start to finish, including direct client interaction, data collection, timeline organization, and report drafting.
• Financial Analysis & Reporting: Conduct and review financial analyses, industry and economic research, projections, due diligence, extensive modeling, and prepare comprehensive reports.
• Client Presentations: Deliver findings to clients and stakeholders such as client c-suites, advisors, attorneys, boards of directors, and other decision-makers with clarity and confidence.
• Business Development: Support growth initiatives by creating marketing materials, attending prospect meetings, contributing to proposals, and building client relationships.
• Consulting & Recordkeeping: Provide document consulting and maintain records in accordance with firm standards and best practices.
• Team Collaboration: Work closely with partners, analysts, and other team members.
• Project Management: Manage multiple engagements (typically 10–20 at various stages), with most projects lasting four to six weeks.

Qualifications

• Minimum 5 years of experience in business valuation or audit required; experience with financial institutions and/or purchase price allocation (ASC 805) strongly preferred.
• Bachelor’s degree in Accounting, Finance, or a related field.
• Professional certifications such as CPA, CFA, ASA, or ABV preferred (not strictly required if other qualifications are met).
• Proficiency in Microsoft Excel and PowerPoint.
• Familiarity with Workday preferred.
• Experience as a financial institution auditor is highly valued.

Skills & Abilities

• Valuation Expertise: Strong command of methodologies (DCF, market multiples, precedent transactions, asset-based approaches).
• Financial Modeling: Build and review complex models with precision.
• Industry Research: Skilled in tools like Capital IQ, PitchBook, IBISWorld, Bloomberg.
• Technology Proficiency: Experience with forensic and analytical software (IDEA, ACL, Tableau, Power BI).
• Project Management: Ability to manage multiple engagements using Wipfli systems and workflows.
• Client Engagement & Business Development: Strong interpersonal skills and ability to represent Wipfli’s values of integrity, excellence, and teamwork.
• Attention to Detail & Curiosity: Demonstrated ability to solve complex problems, question assumptions, and ensure accuracy in all deliverables.
• Self-Starter: Ability to work independently with minimal oversight, take ownership of projects, and proactively drive results.