Talent.com
Internal Audit Senior Consultant - Financial Services

Internal Audit Senior Consultant - Financial Services

Wipfli Advisory LLCMilwaukee, WI, United States
4 days ago
Job type
  • Full-time
Job description

Overview

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.

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 :

  • Bachelor's 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 hr@wipfli.com

    Create a job alert for this search

    Financial Consultant • Milwaukee, WI, United States

    Related jobs
    • Promoted
    Teller (Part-time)

    Teller (Part-time)

    Associated Bank - CorpTwin Lakes, WI, United States
    Part-time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Business Insights Analyst

    Senior Business Insights Analyst

    UlinePleasant Prairie, WI, US
    Full-time
    Senior Business Insights Analyst.Pay from $80,000 to $125,000 per year.Uline Drive, Pleasant Prairie, WI 53158.Ready to turn your research and data skills into business impact? At Uline, your curi...Show moreLast updated: 30+ days ago
    • Promoted
    Business Systems Team Lead - International

    Business Systems Team Lead - International

    UlinePleasant Prairie, WI, US
    Full-time
    Business Systems Team Lead - International.Uline Drive, Pleasant Prairie, WI 53158.Support the tech that takes Uline global! As Business Systems Team Lead, you’ll guide a talented team and play a k...Show moreLast updated: 23 days ago
    • Promoted
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data AnnotationWaukesha, Wisconsin
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 30+ days ago
    • Promoted
    Temporary Administrative / Accounting Assistant

    Temporary Administrative / Accounting Assistant

    A and B Talent Acquisition, Inc..Port Washington, WI, US
    Temporary
    Position Title : Temporary Administrative / Accounting Assistant Location : Port Washington, WI Duration : Month Contract Status : On-site Employment Type : Contract role on W-2 through Above and Beyond T...Show moreLast updated: 16 days ago
    • Promoted
    Auditor

    Auditor

    Capstone Logistics, LLCJackson, WI, US
    Full-time
    People want to work at Capstone because of our high-performance culture.We build strong relationships, challenge the status quo, work hard to deliver results, and pay it forward in our communities....Show moreLast updated: 17 days ago
    • Promoted
    Internal Audit Senior Consultant - Financial Services

    Internal Audit Senior Consultant - Financial Services

    WipfliMilwaukee, 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 moreLast updated: 4 days ago
    • Promoted
    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Data AnnotationWaukesha, Wisconsin
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 10 days ago
    • Promoted
    Branch Universal Representative

    Branch Universal Representative

    Educators Credit UnionWaukesha, WI, United States
    Full-time
    The Branch Universal Representative assists new and existing members, in person and on the telephone, with all their financial needs, including teller transactions, member service, and loans.Duties...Show moreLast updated: 18 days ago
    • Promoted
    Franchise Audit Specialist

    Franchise Audit Specialist

    UlinePleasant Prairie, WI, US
    Full-time
    Uline Drive, Pleasant Prairie, WI 53158.As a Franchise Audit Specialist, you’ll ensure consistency across Uline’s North American warehouse operations to deliver the legendary customer experience we...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Business Systems Analyst - Finance

    Senior Business Systems Analyst - Finance

    UlinePleasant Prairie, WI, US
    Full-time
    Senior Business Systems Analyst - Finance.Uline Drive, Pleasant Prairie, WI 53158.Our people are our greatest asset! As a Senior Business Systems Analyst, you’ll serve as IT and analytical liaison ...Show moreLast updated: 30+ days ago
    • Promoted
    Collections Team Lead

    Collections Team Lead

    UlinePleasant Prairie, WI, US
    Full-time
    Uline Drive, Pleasant Prairie, WI 53158.Are you an emerging leader in the financial field? Do you have excellent customer service skills with an eye for detail? Then you belong at Uline! As a Colle...Show moreLast updated: 4 days ago
    • Promoted
    • New!
    Internal Audit Senior Consultant - Financial Services

    Internal Audit Senior Consultant - Financial Services

    Wisconsin StaffingMilwaukee, WI, US
    Full-time
    Our people are core to everything we dothe catalyst behind our ability to create exceptional impact and extraordinary results. We encourage each individual to follow their own path.People truly matt...Show moreLast updated: 7 hours ago
    • Promoted
    Instructor - Nursing

    Instructor - Nursing

    InsideHigherEdPewaukee, Wisconsin, United States
    Full-time +1
    Through leadership by example, provide instruction, administer authentic assessments, and foster an active learning environment that is focused on student foundational competence, success, retentio...Show moreLast updated: 6 days ago
    • Promoted
    Senior Credit Analyst

    Senior Credit Analyst

    UlinePleasant Prairie, WI, US
    Full-time
    Uline Drive, Pleasant Prairie, WI 53158.At Uline, we play the long game.As a Senior Credit Analyst, your insight will support financial strategy, manage risk and help sustain the growth of a busine...Show moreLast updated: 30+ days ago
    • Promoted
    Treasury Manager

    Treasury Manager

    UlinePleasant Prairie, WI, US
    Full-time
    Uline Drive, Pleasant Prairie, WI 53158.Help shape Uline’s financial future! As a Treasury Manager, you’ll manage a skilled team of analysts and own key financial decisions that support the financi...Show moreLast updated: 30+ days ago
    • Promoted
    Insurance Claims Environmental

    Insurance Claims Environmental

    Diedre Moire Corp.Waukesha, WI, US
    Full-time
    Claims Counsel Environmental Insurance - Waukesha, WI Insurance Claims Specialist Adjuster Examiner Analyst Attorney Environmental Toxic Tort Asbestos Pollution Health Hazard _.REMOTE WORK FROM HOM...Show moreLast updated: 2 days ago
    • Promoted
    Financial Analyst

    Financial Analyst

    UlinePleasant Prairie, WI, US
    Full-time
    Uline Drive, Pleasant Prairie, WI 53158.Uline has seen decades of growth, creating a steady work environment our employees can depend on. We’re looking for a Financial Analyst to help support our su...Show moreLast updated: 30+ days ago