M&A Finance Director

At Wipfli, people count.

At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

Job Overview

The Director is responsible for leading the end-to-end execution of M&A transactions from initial diligence through deal close. This role owns the deal process, including financial modeling, business and financial due diligence, deal structuring, and executive-level presentations.

Responsibilities

• Lead the overall M&A deal execution process from diligence through signing.
• Drive financial modeling, valuation, and business and financial due diligence activities.
• Develop deal theses, approval materials, and executive level presentations.
• Present transaction recommendations, deal structures, and key considerations to executive leadership and the Board.
• Partner with internal leaders across Industry, Practice, and functional teams to evaluate potential investment opportunities.
• Communicate deal structure, economics, and strategic rationale to prospective acquisition targets.
• Manage deal progression from letter of intent (LOI) through execution of definitive agreements.

Qualifications

• Bachelor’s degree required
• Ten (10) or more years of experience in M&A, financial modeling, and due diligence.
  • One (1) or more years of experience in professional services strongly preferred.
• Proven ability to lead complex, cross-functional initiatives.
• Strong executive level presentation and communication skills.
• Experience building and leading teams in a collaborative environment.
• Strong ability to plan, prioritize, and organize work effectively.
• Ability to manage multiple projects simultaneously and meet time-sensitive deadlines.
• Clear, concise verbal and written communication skills.
• Advanced financial and analytical capabilities.
• Ability to influence senior leaders and key decision-makers.
• Strong process orientation with high attention to detail.
• High level of comfort presenting to executive leadership teams and Boards.
• Proficiency in Microsoft Word and Outlook; working knowledge of Excel and PowerPoint.

Amanda Feltner, from our recruiting team, will be guiding you through this process. Connect with her on LinkedIn.

Equal Opportunity Employment

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at

Compensation and Benefits

The estimated base pay range for this role is $156,000-$210,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business-related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.

Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.

Wipfli offers a variety of benefits to support associate well-being, including 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution, an Employee Assistance Program, firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share with Firm matching, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, travel rewards, and voluntary benefits such as critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility depends on annual hours expectation, position status/level and location.

"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC practice in an alternative structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

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