Valuation Analyst

Role and Responsibilities:

• Effectively support on valuation engagements in collaboration with a senior/ manager in India or the US
• Support Wipfli project teams in providing financial consulting services relating to business valuations (Gift & Estate planning, Healthcare, ESOPs, and Bank valuations)
• Preparation and analysis of structured data from unstructured data sources
• Download industry and economic data, analyze financial statements, and summarize key report points
• Stay abreast of current business and economic developments relevant to business valuation issues and specific industry trends
• Communicate proactively with other associates regarding open items, potential problems, or other important matters in a timely manner
• Input financial data into various models
• Analyze target company data to identify historical and projected financial and operating trends, working capital considerations, and potential risks which impact valuation and negotiation of the target company
• Deliver high-quality work products and assist other team members in valuation team
• Collaborate with VFLT team members in the US and India

Skills and Competencies:

• Proficient in the Microsoft suite of products, particularly Excel and Word
• Strong oral and written communication skills and ability to effectively communicate with team members across US and India
• Demonstrated ability to generate a quality work product in a timely manner with strong attention to detail
• Ability to plan and manage multiple projects simultaneously, work under pressure and meet deadlines
• Demonstrated ability to think independently and make decisions
• Team player with good interpersonal and communication skills

Essential Qualifications and Experience:

• Master’s or bachelor’s degree in accounting or finance
• Minimum 1 year of experience in business valuations, gift & estate tax valuations, business combinations (ASC 805) and goodwill impairment (ASC 350), among others will be preferred CA (Intermediate/ Final) or CFA Level I/II/III or any other business valuation certification is preferred.
• Prior experience of working with overseas team is desirable.
• Prior experience with IBIS World, Capital IQ, or Deal Stats would be nice to have

Work location: Wipfli India, Bengaluru