Internal Audit Consultant II – Financial Services

Overview

Conduct audits for financial services clients, analyze processes, report findings.

Key Responsibilities

• audit procedures
• process analysis
• client interviews
• findings reporting
• cross‑selling
• process evaluation

Tasks

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

Requirements

• microsoft word
• excel
• outlook
• copilot
• audit experience
• bachelor’s degree

What You Bring

-Experience auditing in 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 -Proficient in Microsoft Word, Excel, Outlook, and Copilot -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 -Bachelor’s degree in finance, accounting, business, or related degree -Excellent written, verbal, and presentation communication skills

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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.

Sector Specialisms