Senior Consultant, Strategic Advisory Services

Referral Details

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process: After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization. Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience. Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.

If you would like to read more about referral bonus eligibility, please visit InSite: https://wipflillp.sharepoint.com/sites/WipfliAssociateHandbook/SitePages/Associate-Referral-Bonus-Program.aspx

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.   

Knowledge, Skills and Abilities

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     #LI-REMOTE #LI-BD1

Additional Details

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 applicat