Wipfli LLP Valuations Manager in Bozeman, Montana
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• Coordinate engagements to include overseeing staff who enter or download financial data into electronic medium (excel/forensic software/word for example).
• Prepare various financial analyses, which may include financial analysis write up, research of industry and economy, preparation of financial projections and forecasts, due diligence, forensic analysis, report preparation and summarization of client information.
• Present results of engagement to client and other third parties including attorneys, judges, boards of directors, and other interested or affected parties as requested by client.
• Perform marketing and business development activities including preparation of marketing material, meeting with prospects, participating in presentations, and preparation of proposal or engagement letters.
• Perform document consulting activities and recordkeeping services according to firm standards.
Minimum of 4 years’ experience in business valuation, investment banking, or similar role
Bachelor's degree in accounting or finance
CPA, CFA and/or business valuation certifications preferred
Proficient in the Microsoft Suite of products, especially Excel and PowerPoint
Strong oral and written communication skills
Strong analytical skills
Wipfli supports Equal Pay for all. In addition, in the State of Montana, we are committed to Equal Pay for Women in accordance with Executive Order 12-2016. The pay range for this role is $112,600 -$168,8000.
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, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
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Job LocationsUS-MT-Billings | US-MT-Bozeman | US-MT-Missoula | US-MT-Helena
Job ID 2021-3784