Wipfli
From Wipfli's careers page
Status: listed on the employer's own careers page when we last checked (daily). Confirm on their site before applying.
Overview
Position: Analyst – Valuation
(1 to 1.5 years of business valuation experience)
Under the direction of Senior/Assistant Manager, Valuation Analyst is responsible for input, analysis, and review of financial data pertaining to the firm’s clients. The Analyst is responsible for identifying the trends and operational characteristics of the data, to collaborate with other team members in India and the US and adhere to the work plan defined by the Senior/Assistant Manager in India and the US.
Effectively support on valuation engagements in collaboration with a senior/ manager in India or the US
Support Wipfli project teams in providing financial consulting services relating to business valuations (Gift & Estate planning, Healthcare, ESOPs, and Bank valuations)
Preparation and analysis of structured data from unstructured data sources
Download industry and economic data, analyze financial statements, and summarize key report points
Stay abreast of current business and economic developments relevant to business valuation issues and specific industry trends
Communicate proactively with other associates regarding open items, potential problems, or other important matters in a timely manner
Input financial data into various models
Analyze target company data to identify historical and projected financial and operating trends, working capital considerations, and potential risks which impact valuation and negotiation of the target company
Deliver high-quality work products and assist other team members in valuation team
Collaborate with VFLT team members in the US and India
Proficient in the Microsoft suite of products, particularly Excel and Word
Strong oral and written communication skills and ability to effectively communicate with team members across US and India
Demonstrated ability to generate a quality work product in a timely manner with strong attention to detail
Ability to plan and manage multiple projects simultaneously, work under pressure and meet deadlines
Demonstrated ability to think independently and make decisions
Team player with good interpersonal and communication skills
Master’s or bachelor’s degree in accounting or finance
Minimum 1 year of experience in business valuations, gift & estate tax valuations, business combinations (ASC 805) and goodwill impairment (ASC 350), among others will be preferred
CA (Intermediate/ Final) or CFA Level I/II/III or any other business valuation certification is preferred.
Prior experience of working with overseas team is desirable.
Prior experience with IBIS World, Capital IQ, or Deal Stats would be nice to have
Work location: Wipfli India, Bengaluru
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