Valuations Manager

• 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 Colorado, we are committed to equal pay for equal work in accordance with Senate Bill 19-085. The pay range for this role is $80,000-$110,000.

Wipfli cares about our associates and offers a variety of benefits to support your wellbeing. Highlights include 6 health plan options (both HMO & PPO plans), as well as dental and vision coverage and an Employee Assistance Program. Other benefits include a 401(k) savings plan & profit share contribution, education & certification assistance, flexible time off, family care leave, parental leave, cell phone reimbursement, and travel rewards. There are also many voluntary benefit offerings such as critical illness & accident insurance, legal, long term care, pet insurance, and ID theft protection, as well as firm-provided basic life/AD&D, short term disability, and long term disability coverage, with the option to purchase supplemental life/AD&D. Eligibility for all benefits is based on annual hours expectation and position status.