We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process:
After you've 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 candidate's 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. If you would like to read more about referral bonus eligibility, please visit InSite: Referral Bonus Program Eligibility
Responsibilities:
- Oversee financial institution and business valuation projects such as ASC 805 purchase price allocations, goodwill impairments, ESOP valuations, estate and gifting, and minority shareholder matters.
- Manage engagements end-to-end, ensuring quality, accuracy, and timely delivery.
- Present findings to executive teams, boards, attorneys, and advisors with clarity and confidence.
- Act as the primary point of contact for key clients, providing proactive planning and insights.
- Identify opportunities for expanded services and support overall client relationship growth.
- Support business development efforts by contributing to proposals, participating in prospect meetings, and helping to shape growth strategies.
- Develop thought leadership such as whitepapers, presentations, training content, or industry insights.
- Mentor and coach associates, analysts, and managers to build a strong, scalable valuation team.
- Foster a collaborative environment grounded in excellence, integrity, and continuous learning.
- Manage multiple engagements simultaneously and ensure alignment with firm processes, compliance standards, and documentation protocols.
Qualifications:
- Bachelor’s degree in Accounting, Finance, or related field
- 10+ years of experience in business valuation, audit, financial institutions, or related professional services
- Deep technical expertise in valuation methodologies and financial reporting, especially ASC 805
- Advanced financial modeling skills and proficiency with valuation and research tools (e.g., Capital IQ, PitchBook, IBISWorld, Bloomberg)
- Proven experience leading teams and managing complex engagements
- Strong communication, presentation, and client facing skills
Preferred Qualifications:
- Professional credentials: CPA, CFA, ASA, or ABV
- Experience contributing to business development or practice growth
- Prior experience presenting externally or contributing to thought leadership
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 [email protected]