Senior Consultant, Strategic Advisory Services
US
Careers
Req #: 7527
Type: Full Time
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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: Under the direction of a Manager, or Senior Manager/Director, the Senior Consultant will develop and provide solutions for clients pursuing operational excellence. They will be self- managed for long periods and interface regularly with clients and others outside of Wipfli. Help lead and shape the delivery resources, in accordance with firm policies and procedures. If not leading people or business development efforts, will be focused on expanding technical solutions across Wipfli's footprint. Essential Responsibilities: * Client Relationship Management: Assisting with client relationships by providing project management, scheduling, correspondence, and providing outstanding customer service to ensure satisfaction and retention. * Financial Operations Support: Performing reconciliations, managing ledgers, reviewing financial statements, and supporting month-end and year-end close processes. This includes assisting clients with asset liability management, liquidity matters, and audit or regulatory findings. * Advisory Services: Providing financial advice and insights to help clients make informed business decisions. * Research & Analysis: Conducting research on various financial and regulatory matters to support client needs. * Regulatory Reporting: Assisting with preparation and review of regulatory filings and compliance documentation. * Policy & Procedure Review: Helping evaluate and improve clients' financial policies, procedures, and internal controls. Qualifications: Required Qualifications: * Bachelor' of Science Degree in Business or Technology or an equivalent combination of education and experience. * 5+ years' experience in a professional services firm or 7+ years of private industry experience focused on appropriate technical area with 1+ years in professional services. * Strong understanding of liquidity management and related financial strategies. * Experience with regulatory compliance requirements applicable to financial institutions. * Demonstrated ability to provide advisory, training, or consulting support to clients. * Excellent analytical, communication, and client service skills. * Ability to travel to client sites as needed Preferred Qualifications * Bachelor's degree in finance, accounting, business administration, or related field; advanced degree or certification (e.g., CPA, CTP) preferred. * Familiarity with financial reporting standards and internal control frameworks. * Experience working in a consulting or outsourced services environment. Damian Kauffman, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-Remote #LI-DK1
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