Role Description This full-time, Valuation Analyst role is based in Bengaluru and supports client engagements requiring business valuations.

The Valuation

Analyst will perform financial statement analysis, build and review valuation and financial models, and apply appropriate valuation methodologies to assess business interests, intangible assets, and securities. Day-to-day responsibilities include gathering and validating data from clients, conducting industry and market research, preparing detailed valuation reports, and assisting senior team members. The role also involves collaborating with cross-functional teams, ensuring work quality and documentation meet firm standards, and contributing to process improvements and knowledge sharing within the valuation practice.

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 significant 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 good 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

📌 Valuation Analyst (Bengaluru)
🏢 Wipfli
📍 Bengaluru