Valuations Manager

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At Wipfli our people are core to everything we dothe catalyst behind our ability to create exceptional impact and extraordinary results.

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People truly matter and they feel it. For those looking to make a difference and find a professional home Wipfli offers a career-defining opportunity.

About the Role

Were seeking a strategic and analytical Valuations Manager to lead complex valuation engagements with a primary focus on financial institution valuation in support of financial and regulatory reporting. This role will manage projects such as purchase price allocation (ASC 805) goodwill impairments ESOP gifting estate settlement and minority shareholder transactions. While experience with financial institutions is preferred candidates with strong general valuation or financial institution audit backgrounds who are willing to learn the specifics of financial reporting are encouraged to apply. The position offers autonomy the opportunity to work with a lean high-performing team and the chance to drive client impact.

Location:
We are prioritizing candidates who live within 60 miles of a Wipfli office to support collaboration and client engagement. However we welcome applications from qualified candidates outside this range including remote options.

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 1020 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
• Bachelors 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 Wipflis 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

Tiffany Farnsworth from our recruiting team will be guiding you through this process. Visit her LinkedIn page to connect!

#LI-TF1 #LI-HYBRID

Additional Details:

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

Wipfli values fair transparent and competitive compensation considering each candidates unique skills and experiences. The estimated base pay range for this role is $117000 to $158000 with offers typically not made at the maximum allowing for future salary increases. The actual salary at the time of offer depends on business related factors like 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 a variety of factors including but not limited to individual and Firm performance.

Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans) dental and vision coverage opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include 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 and 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.

Wipfli is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law regulations and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.