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. Knowledge, Skills and Abilities 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.