Wipfli · 1 day ago
Senior Consultant, Strategic Advisory Services
United States
Full-time
Remote
Mid, Senior Level
$88K/yr - $118K/yr
5+ years expWipfli is a company that values its people and offers a career-defining opportunity. The Senior Consultant will develop and provide solutions for clients pursuing operational excellence, focusing on client relationship management, financial operations support, and advisory services.
AccountingConsultingInformation Technology
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
Qualification
Required
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
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
Benefits
8 health plan options (both HMO & PPO plans)
Dental and vision coverage
Opportunity to enroll in HSA with potential Firm contribution
Employee Assistance Program
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
Travel rewards
Critical illness & accident insurance
Hospital indemnity insurance
Legal
Long-term care
Pet insurance
ID theft protection
Supplemental life/AD&D
Company
Wipfli
Wipfli LLP is one of the top 20 accounting and consulting firms.
1001-5000 employees
H1B Sponsorship
Wipfli has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (3)
2023 (5)
2022 (6)
2021 (7)
2020 (6)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain Capital
2025-08-01Private Equity
Leadership Team
Ryan Risley
Partner and Chief Technology Officer - Business Solutions Group
Jeff Greeneway
Retired
Recent News
2025-11-28
EIN Presswire
2025-11-14
Company data provided by crunchbase