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Business Valuations Internship

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Wipfli LLP

2021-12-03 08:57:59

Job location Milwaukee, Wisconsin, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Overview:
At Wipfli, people count

Our people are core to everything we do - the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly, from all.

People matter here and they feel it.

And we value curiosity. Curious is more than a personality trait. It's a way of thinking. Of learning. Of working.
There's purpose in this wonder. It makes us better. It makes us Wipfli.

If you want to be in an environment where you can make a difference - and make a professional home - Wipfli is the place for you.

Check out our Glassdoor Reviews to hear what people are saying about employment at Wipfli!
Responsibilities:
Responsibilities:
  • Prepare financial analysis on companies to assist in the preparation of valuation
  • Analyze client financial data to identify trends and operational characteristics
  • Assist with preparing valuation reports, Information Memorandums and marketing materials
  • Perform searches for potential buyers/investors
  • Assist in the process of buying or selling a business, financing a business or in business transition planning
  • Assist with marketing and business development
  • Assist in the set-up and maintenance of Data Rooms
  • Prepare presentations for prospects and existing clients
Qualifications:
Qualifications:
    • 2 years of previous experience in Accounting, Financial Analysis, Investment Banking, Finance or Legal setting
  • Working towards a Bachelor's Degree in Accounting or Finance
  • CPA, CFA, ASA, MST a plus
  • Advanced Knowledge required in Microsoft Excel
  • Proficient in Microsoft Word, Outlook, and PowerPoint
  • Valid driver's license is
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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