Senior Consultant, Strategic Advisory Services

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.

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. 

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!

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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 hr@wipfli.com  

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $88,000 to $118,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. 

Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. 

Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.

"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.