Internal Audit Consultant II – Financial Services

Overview

Perform audit procedures and evaluate processes for financial services clients

Key Responsibilities

• client interviews
• cross-selling
• audit reporting
• process evaluation
• audit procedures
• process analysis

Tasks

-Interview personnel at all levels within the client organization -Learn service offerings of the firm and recognize cross-selling opportunities as capacity allows -Communicate audit findings clearly and proactively with and to clients; report audit plan status and issues to Engagement In-charge or Job Manager -Evaluate whether processes and procedures are designed appropriately and operate effectively; identify areas of improvement -Complete audit procedures assigned by Engagement In-charge or Job Manager for clients in the financial services industry -Define, measure, and analyze client processes and procedures

Requirements

• bachelor's
• excel
• copilot
• audit
• analytical
• communication

What You Bring

-Bachelor’s degree in finance, accounting, business, or related degree -Knowledge of compliance or professional standards associated with audit is preferred -Experience auditing in the financial services industry is preferred -About 5% travel to client locations within the U.S. is required -Consulting experience is preferred -Proficient in Microsoft Word, Excel, Outlook, and Copilot -Excellent written, verbal, and presentation communication skills -2+ years of process and procedure-based audit experience at a professional services firm OR 3+ years of process and procedure-based audit experience at a financial services company -Strong analytical skills with high attention to detail and accuracy -Ability to plan, prioritize, and organize projects under time deadlines

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About Wipfli

-Focus on driving growth and efficiency in healthcare, financial services, and manufacturing. -Consultants and advisors provide tailored solutions with deep industry knowledge. -Notable for its ability to help organizations with complex financial reporting, compliance, and operational challenges. -Consistently recognized for high-quality results and long-term client relationships. -Optimize strategies, technology, and people for sustainable success.

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