Valuations manager

At Wipfli, people count.

At Wipfli, 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.

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

About The Role

We’re seeking a strategic and analytical Valuations Manager to lead complex valuation engagements, with a primary focus on financial institution valuation in support of financial and regulatory reporting. This role will manage projects such as purchase price allocation (ASC 805), goodwill impairments, ESOP, gifting, estate settlement, and minority shareholder transactions. While experience with financial institutions is preferred, candidates with strong general valuation or financial institution audit backgrounds who are willing to learn the specifics of financial reporting are encouraged to apply. The position offers autonomy, the opportunity to work with a lean, high-performing team, and the chance to drive client impact.

Location:

We are prioritizing candidates who live within 60 miles of a Wipfli office to support collaboration and client engagement. However, we welcome applications from qualified candidates outside this range, including remote options.

Responsibilities

• Lead Engagements: Independently manage valuation projects from start to finish, including direct client interaction, data collection, timeline organization, and report drafting.
• Financial Analysis & Reporting: Conduct and review financial analyses, industry and economic research, projections, due diligence, extensive modeling, and prepare comprehensive reports.
• Client Presentations: Deliver findings to clients and stakeholders such as client c-suites, advisors, attorneys, boards of directors, and other decision-makers with clarity and confidence.
• Business Development: Support growth initiatives by creating marketing materials, attending prospect meetings, contributing to proposals, and building client relationships.
• Consulting & Recordkeeping: Provide document consulting and maintain records in accordance with firm standards and best practices.
• Team Collaboration: Work closely with partners, analysts, and other team members.
• Project Management: Manage multiple engagements (typically 10–20 at various stages), with most projects lasting four to six weeks.
  
  

Qualifications

• Minimum 5 years of experience in business valuation or audit required; experience with financial institutions and/or purchase price allocation (ASC 805) strongly preferred
• Bachelor’s degree in Accounting, Finance, or a related field
• Professional certifications such as CPA, CFA, ASA, or ABV preferred (not strictly required if other qualifications are met)
• Proficiency in Microsoft Excel and PowerPoint
• Familiarity with Workday preferred
• Experience as a financial institution auditor is highly valued
  
  

Skills & Abilities

• Valuation Expertise: Strong command of methodologies (DCF, market multiples, precedent transactions, asset-based approaches)
• Financial Modeling: Build and review complex models with precision
• Industry Research: Skilled in tools like Capital IQ, PitchBook, IBISWorld, Bloomberg
• Technology Proficiency: Experience with forensic and analytical software (IDEA, ACL, Tableau, Power BI)
• Project Management: Ability to manage multiple engagements using Wipfli systems and workflows
• Client Engagement & Business Development: Strong interpersonal skills and ability to represent Wipfli’s values of integrity, excellence, and teamwork
• Attention to Detail & Curiosity: Demonstrated ability to solve complex problems, question assumptions, and ensure accuracy in all deliverables
• Self-Starter: Ability to work independently with minimal oversight, take ownership of projects, and proactively drive results
  
  

Tiffany Farnsworth, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!

Additional Details

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 identity, 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]

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $117,000 to $158,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.

Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.

Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.

"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.