[Remote] Associate, Transaction Advisory Services

Note The job is a remote job and is open to candidates in USA. Wipfli is a company that values its people and offers a career-defining opportunity. They are seeking a highly motivated Transaction Advisory Associate to join their growing Transaction Advisory Services team, where the role involves conducting Quality of Earnings analyses and supporting M&A transactions. Responsibilities Conduct Quality of Earnings (QoE) analyses for buy-side and sell-side M&A transactions Analyze historical and projected financial statements to identify key trends, risks, and opportunities Assess working capital, net debt, and other key deal metrics Prepare detailed financial due diligence reports and executive summaries Assist in the preparation of data books, data room management, and client deliverables Collaborate with clients and internal teams to gather and validate financial data Support valuation analysis and transaction structuring as needed Participate in client meetings and calls to present findings and insights Assist with business development efforts, including proposal writing and pitch materials Stay current on industry trends, accounting standards, and M&A market activity Skills Bachelor's degree in Accounting, Finance (CPA or progress toward CPA preferred) 1–3 years of experience in public accounting, transaction advisory, audit, or financial due diligence Strong understanding of financial statements and accounting principles (GAAP) Excellent analytical, problem-solving, and communication skills Advanced Proficiency in Microsoft Excel and PowerPoint; experience with data room platforms is a plus Ability to manage multiple projects and deadlines in a fast-paced environment CFA, ASA, MST a plus Benefits Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. 8 health plan options (both 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 A 401(k) savings plan & profit share as well as Firm matching contribution Well-being incentive Education & certification assistance Flexible time off Family care leave Parental leave Family formation benefits Cell phone reimbursement Travel rewards Voluntary benefit offerings include 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. Company Overview Wipfli LLP is one of the top 20 accounting and consulting firms. It was founded in 1930, and is headquartered in Milwaukee, Wisconsin, USA, with a workforce of 1001-5000 employees. Its website is http//www.wipfli.com. Company H1B Sponsorship Wipfli has a track record of offering H1B sponsorships, with 5 in 2025, 3 in 2024, 5 in 2023, 6 in 2022, 7 in 2021, 6 in 2020. Please note that this does not guarantee sponsorship for this specific role. Apply To This Job