Overview
Position: Analyst – Valuation
(1 to 1.5 years of business valuation experience)
Primary Purpose of the position:
Under the direction of Senior/Assistant Manager, Valuation Analyst is responsible for input, analysis, and review of financial data pertaining to the firm’s clients. The Analyst is responsible for identifying the trends and operational characteristics of the data, to collaborate with other team members in India and the US and adhere to the work plan defined by the Senior/Assistant Manager in India and the US.
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 key 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 pl

📌 Analyst - Valuation (Bengaluru)
🏢 Wipfli Advisory
📍 Bengaluru