Talent.com
Internal Audit Senior Consultant Financial Services
Internal Audit Senior Consultant Financial ServicesWipfli • Milwaukee, Wisconsin, USA
Internal Audit Senior Consultant Financial Services

Internal Audit Senior Consultant Financial Services

Wipfli • Milwaukee, Wisconsin, USA
9 days ago
Job type
  • Full-time
Job description

Overview

At Wipfli people count.

At Wipfli our people are core to everything we dothe 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.

Responsibilities

T his position can be hybrid or in person in either the Milwaukee Madison Atlanta or South Portland areas. About 5% travel to client locations within the U.S. is required.

Responsibilities :

  • Complete audit procedures as assigned for clients in the financial services industry
  • Lead client engagements as the Engagement In-charge for client engagements : ensure proactive communication with the client and engagement team manage project timelines and deliverables cultivate strong client relationships and oversee all aspects of project execution
  • Define measure and analyze client processes and procedures
  • Evaluate whether processes and procedures are designed appropriately and operate effectively; identify areas of improvement
  • Interview personnel at all levels within the client organization
  • Communicate audit findings clearly and proactively with and to clients; report audit plan status and issues to Engagement In-charge or Job Manager as applicable
  • Learn service offerings of the firm and recognize cross-selling opportunities as capacity allows

Knowledge Skills and Abilities

Qualifications :

  • Bachelors degree in finance accounting business or related degree
  • 5 years of process and procedure-based audit experience at a professional services firm OR 6 years of process and procedure-based audit experience at a financial services company
  • Experience auditing in the financial services industry is preferred
  • Consulting experience is preferred
  • Knowledge of compliance or professional standards associated with audit is preferred
  • Ability to plan prioritize and organize projects under time deadlines
  • Strong analytical skills with high attention to detail and accuracy
  • Excellent written verbal and presentation communication skills
  • Proficient in Microsoft Word Excel Outlook and Copilot
  • Carly Seidl from our recruiting team will be guiding you through this process. Visit her LinkedIn page to connect!

    #LI-hybrid #LI-CS1

    Additional Details

    Additional Details :

    Wipfli is an equal opportunity / affirmative action employer. All candidates will receive consideration for employment without regards to race creed color religion national origin sex age marital status sexual orientation gender identify 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

    Required Experience :

    Senior IC

    Key Skills

    Anti Money Laundering,Dynamics AX,Editorial,Gems Jewellery,Accounts Reconciliation,Information Technology

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

    Create a job alert for this search

    Financial Consultant • Milwaukee, Wisconsin, USA

    Related jobs
    Internal Audit - SOX Senior Manager

    Internal Audit - SOX Senior Manager

    Coinbase • Milwaukee, Wisconsin, United States
    Remote
    Full-time
    Ready to be pushed beyond what you think you’re capable of?.At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, ...Show more
    Last updated: 30+ days ago • Promoted
    Field Sales Consultant – Insurance Solutions

    Field Sales Consultant – Insurance Solutions

    Platinum Supplemental Insurance • Cedarburg, WI, US
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show more
    Last updated: 16 days ago • Promoted
    Analyst, Consultant Relations

    Analyst, Consultant Relations

    HSA Bank • Milwaukee, WI, United States
    Full-time
    At HSA Bank, we're working toward a world where everyone is empowered to save for a healthy future.Our offerings in the healthcare savings space drive down healthcare costs, increase access, and as...Show more
    Last updated: 18 days ago • Promoted
    Financial Analyst I

    Financial Analyst I

    Milwaukee Tool • Menomonee Falls, WI, United States
    Full-time
    At Milwaukee Tool, we firmly believe that our People and culture are the secrets to our success, so we provide you with unlimited access to everything you need to deliver technical solutions on our...Show more
    Last updated: 18 days ago • Promoted
    Financial Advisor - Johnson Financial Group

    Financial Advisor - Johnson Financial Group

    LPL Financial • Mequon, WI, US
    Full-time
    Financial Advisor At Johnson Financial Group.LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Johnson Financial Group ...Show more
    Last updated: 30+ days ago • Promoted
    Auditor I, FIS University Program

    Auditor I, FIS University Program

    FIS • Brown Deer, WI, United States
    Full-time
    Associate Development Program (Full Time Hire).Every day, our teams innovate across the world of finance.We collaborate to work smarter, while making a difference. We believe in diversity and inclus...Show more
    Last updated: 15 days ago • Promoted
    College Financial Representative, Internship Program

    College Financial Representative, Internship Program

    Northwestern Mutual Life Insurance Company • Germantown, WI, United States
    Full-time +1
    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the...Show more
    Last updated: 20 days ago • Promoted
    Internal Audit Senior Consultant - Financial Services

    Internal Audit Senior Consultant - Financial Services

    Wipfli • Milwaukee, WI, United States
    Full-time
    At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We encourage each individual to follow their own path.Peopl...Show more
    Last updated: 11 days ago • Promoted
    Internal Audit Analyst (On-Site)

    Internal Audit Analyst (On-Site)

    Kohl's • Menomonee Falls, WI, United States
    Full-time
    This role is based at our Corporate Office in Menomonee Falls, WI.You'll work onsite from Monday through Thursday, with the option to work remotely on Fridays. In this role, you will be responsible ...Show more
    Last updated: 19 days ago • Promoted
    Finance Auditor

    Finance Auditor

    USA Jobs • Milwaukee, WI, US
    Full-time
    Rockwell Automation is a global technology leader focused on helping the world's manufacturers be more productive, sustainable, and agile. With more than 28,000 employees who make the world better e...Show more
    Last updated: 1 hour ago • Promoted • New!
    Associate Financial Advisor

    Associate Financial Advisor

    Robert W. Baird & Co. • Mequon, WI, United States
    Full-time
    The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average ...Show more
    Last updated: 6 days ago • Promoted
    AI Finance - Senior - Tech Consulting - Location Open

    AI Finance - Senior - Tech Consulting - Location Open

    EY • Milwaukee, WI, United States
    Full-time
    Location : Chicago, Akron, Arlington, Atlanta, Austin, Baltimore, Birmingham, Boca Raton, Boston, Buffalo, Charleston, Charlotte, Chattanooga, Chicago, Cincinnati, Cleveland, Columbia, Columbus, Dal...Show more
    Last updated: 7 days ago • Promoted
    Senior Audit Accountant, Technology

    Senior Audit Accountant, Technology

    Wipfli Advisory LLC • Milwaukee, WI, United States
    Full-time
    At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results. We encourage each individual to follow their own path.Peopl...Show more
    Last updated: 27 days ago • Promoted
    Consultant

    Consultant

    Kyyba • Milwaukee, WI, US
    Full-time
    Bridget Schuster - Consultant - Worksite Address : 2333 N 49th St, Milwaukee, WI 53210.Show more
    Last updated: 30+ days ago • Promoted
    Performance Audit Senior Consultant (Remote)

    Performance Audit Senior Consultant (Remote)

    Blue Cross Blue Shield Association • Milwaukee, WI, United States
    Remote
    Full-time
    The role ensure Plans' operations handle customer interactions accurately and promptly, leaving a positive brand impression. Execute audit programs and validate reported results.Present updates and ...Show more
    Last updated: 17 days ago • Promoted
    Financial Analyst | Technology

    Financial Analyst | Technology

    Dahl Consulting • Pleasant Prairie, WI, United States
    Permanent
    Financial Analyst | Technology.Pleasant Prairie, WI (onsite role).Analyze IT inventory and spending trends using Power BI dashboards. Collaborate with Product Owners to enhance forecasting and procu...Show more
    Last updated: 20 days ago • Promoted
    Paid Investor Relations & Finance Summer Intern

    Paid Investor Relations & Finance Summer Intern

    Continental Properties Company, Inc. • Menomonee Falls, WI, United States
    Full-time
    Continental Properties is looking for a Summer 2026.Investor Relations & Finance Intern.You will work closely with the Investor Relations and Finance team to support both strategic financial initia...Show more
    Last updated: 19 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Johnson Financial Group LLC • Mequon, WI, United States
    Full-time
    The Financial Advisor is responsible for development of new business in the securities, mutual fund, annuities, and licensed product area. The Financial Advisor is also responsible for management of...Show more
    Last updated: 6 days ago • Promoted