Senior Financial Analyst, Corporate Development
Chicago, IL - USA
Job Summary
Referral Job Board:
We greatly appreciate your referral and we look forward to reviewing the qualifications of the candidate youve recommended. Heres a brief overview of the process:
After youve completed this referral form your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received our Talent Acquisition team will evaluate their qualifications including how well they align with the requirements of the role and the broader needs of our organization.
Your referred candidate will remain in our candidate database for future opportunities offering them additional chances to become part of our team. As the referrer your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidates status out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process we may reach out to you with any questions or additional information to ensure a seamless and effective referral experience.
Thank you for your invaluable contribution to our recruitment efforts and we sincerely appreciate your understanding and support throughout this process. Ifyou would like to read more about referral bonus eligibility please visit InSite:Referral Bonus Program Eligibility
- 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.
- Bachelors degree required with 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.
Amanda Feltner from our recruiting team will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-AF1 #LI-Hybrid
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 identify 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 $80000 to $108000 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.
Required Experience:
Senior IC
About Company
Wipfli delivers integrated tax, assurance, risk, digital, outsourcing and people solutions that help businesses thrive in the modern marketplace.