Job Description

Role and Responsibilities:

n

n

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

n

n

Skills and Competencies:

n

n

n




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

n

n

Essential Qualifications and Experience:

n

n

n
- Master’s or bachelor’s degree in accounting or finance
n
- 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.
n
- Prior experience of working with overseas team is desirable.
n
- Prior experience with IBIS World, Capital IQ, or Deal Stats would be nice to have
n

n

n

Work location: Wipfli India, Bengaluru

📌 Valuation Analyst (Bengaluru)
🏢 Wipfli India
📍 Bengaluru