Internal Audit Senior Consultant - Trust Focused
Wipfli, Rockford, IL, United States
Internal Audit Senior Consultant – Trust Focused
Position can work in person, remote, or in a hybrid environment in Chicago, Rockford, or Sterling. About 10% travel to client locations in the U.S. is required.
Responsibilities
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
Qualifications
Bachelor’s degree in finance, accounting, business, or related field OR equivalent years of experience adding to the base required years
5+ years of process‑based trust audit or trust consulting experience at a professional services firm OR 6+ years of process‑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
Equal Opportunity Statement 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.
Benefits
8 health plan options (both HMO & PPO plans)
Dental and vision coverage
Opportunity to enroll in HSA with potential firm contribution
Employee Assistance Program
Firm‑sponsored basic life and short‑ and long‑term disability coverage
401(k) savings plan with profit share and firm matching contribution
Well‑being incentive program
Education and certification assistance
Flexible time off, family care leave, parental leave, family formation benefits
Cell phone reimbursement
Travel rewards
Voluntary benefits: critical illness & accident insurance, hospital indemnity insurance, legal, long‑term care, pet insurance, ID theft protection, supplemental life/AD&D
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Responsibilities
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
Qualifications
Bachelor’s degree in finance, accounting, business, or related field OR equivalent years of experience adding to the base required years
5+ years of process‑based trust audit or trust consulting experience at a professional services firm OR 6+ years of process‑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
Equal Opportunity Statement 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.
Benefits
8 health plan options (both HMO & PPO plans)
Dental and vision coverage
Opportunity to enroll in HSA with potential firm contribution
Employee Assistance Program
Firm‑sponsored basic life and short‑ and long‑term disability coverage
401(k) savings plan with profit share and firm matching contribution
Well‑being incentive program
Education and certification assistance
Flexible time off, family care leave, parental leave, family formation benefits
Cell phone reimbursement
Travel rewards
Voluntary benefits: critical illness & accident insurance, hospital indemnity insurance, legal, long‑term care, pet insurance, ID theft protection, supplemental life/AD&D
#J-18808-Ljbffr