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- Effectively support on valuation engagements in collaboration with a senior/ manager in India or the US
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- Support Wipfli project teams in providing financial consulting services relating to business valuations (Gift & Estate planning, Healthcare, ESOPs, and Bank valuations)
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- Preparation and analysis of structured data from unstructured data sources
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- Download industry and economic data, analyze financial statements, and summarize key report points
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- Stay abreast of current business and economic developments relevant to business valuation issues and specific industry trends
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- Communicate proactively with other associates regarding open items, potential problems, or other important matters in a timely manner
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- Input financial data into various models
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- 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
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- Deliver high-quality work products and assist other team members in valuation team
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- Collaborate with VFLT team members in the US and India
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Skills and Competencies:
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- Proficient in the Microsoft suite of products, particularly Excel and Word
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- Strong oral and written communication skills and ability to effectively communicate with team members across US and India
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- Demonstrated ability to generate a quality work product in a timely manner with strong attention to detail
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- Ability to plan and manage multiple projects simultaneously, work under pressure and meet deadlines
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- Demonstrated ability to think independently and make decisions
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- Team player with valuable interpersonal and communication skills
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Essential Qualifications and Experience:
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- Master's or bachelor's degree in accounting or finance
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- Minimum 1 year of experience in business valuations, gift & estate tax valuations, busines
📌 Valuation Analyst (Bengaluru)
🏢 Wipfli India
📍 Bengaluru
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