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 valuable 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

📌 Valuation Analyst (Bengaluru)
🏢 Wipfli India
📍 Bengaluru