Job Description
Role and Responsibilities:
n
n
- n
- Effectively support on valuation engagements in collaboration with a senior/ manager in India or the USn
- 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 sourcesn
- Download industry and economic data, analyze financial statements, and summarize key report pointsn
- Stay abreast of current business and economic developments relevant to business valuation issues and specific industry trendsn
- Communicate proactively with other associates regarding open items, potential problems, or other important matters in a timely mannern
- Input financial data into various modelsn
- 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 companyn




- Deliver high-quality work products and assist other team members in valuation teamn
- Collaborate with VFLT team members in the US and Indian

n
n Skills and Competencies:
n
n
- n
- Proficient in the Microsoft suite of products, particularly Excel and Wordn
- Strong oral and written communication skills and ability to effectively communicate with team members across US and Indian
- Demonstrated ability to generate a quality work product in a timely manner with strong attention to detailn
- Ability to plan and manage multiple projects simultaneously, work under pressure and meet deadlinesn
- Demonstrated ability to think independently and make decisionsn
- Team player with valuable interpersonal and communication skillsn

n
n Essential Qualifications and Experience:
n
n
- n
- Master’s or bachelor’s degree in accounting or financen
- Minimum 1 year of experience in business valuations, gift & estate tax valuations, business com

📌 Valuation Analyst (Bengaluru)
🏢 Wipfli India
📍 Bengaluru