Internal Audit Senior Consultant - Trust Focused
Wipfli LLP, Milwaukee, WI, United States
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 The Internal Audit Senior Consultant – Trust Focused position can work in person, remote, or in a hybrid environment in one of the following areas: Milwaukee, WI; Madison, WI; Green Bay, WI; Atlanta, GA; South Portland, ME. About 10% travel to client locations in the U.S. is required.
Complete trust audit procedures as assigned for clients in the financial services industry
Lead client engagements as the Engagement In-charge: 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 related to trust
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 trust 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 field
5+ years of process‑and‑procedure based trust audit or trust consulting experience at a professional services firm OR 6+ years of process‑and‑procedure based trust experience at a financial services company
Experience within 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
About 10% travel to client locations within the U.S. is required
Carly Seidl, from our recruiting team, will be guiding you through this process. Visit Carly Seidl LinkedIn page at https://www.linkedin.com/in/carly-seidl/ to connect!
Additional Details 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 hr@wipfli.com.
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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 The Internal Audit Senior Consultant – Trust Focused position can work in person, remote, or in a hybrid environment in one of the following areas: Milwaukee, WI; Madison, WI; Green Bay, WI; Atlanta, GA; South Portland, ME. About 10% travel to client locations in the U.S. is required.
Complete trust audit procedures as assigned for clients in the financial services industry
Lead client engagements as the Engagement In-charge: 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 related to trust
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 trust 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 field
5+ years of process‑and‑procedure based trust audit or trust consulting experience at a professional services firm OR 6+ years of process‑and‑procedure based trust experience at a financial services company
Experience within 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
About 10% travel to client locations within the U.S. is required
Carly Seidl, from our recruiting team, will be guiding you through this process. Visit Carly Seidl LinkedIn page at https://www.linkedin.com/in/carly-seidl/ to connect!
Additional Details 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 hr@wipfli.com.
#J-18808-Ljbffr