Internal Audit Senior Consultant - Trust Focused

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.
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; Middlebury, CT. 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 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 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 degree
• 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 her LinkedIn page to connect!
#LI-hybrid #LI-CS1
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 [email protected]