Consulting Manager – Technology Enablement & Process Improvement

Wipfli Advisory LLC,
$117,000 - $158,000Remote

About The Position

The Implementation & Process Improvement Consulting Manager is responsible for leading client-facing engagements focused on system implementations, process improvement, and business transformation initiatives. This role serves as a primary point of contact for clients, owning delivery across multiple concurrent projects while partnering closely with internal teams and leadership. This individual will guide clients through ERP and third-party system selection and implementation, facilitate process reviews and workshops, and provide actionable recommendations to improve operational efficiency. The role requires strong communication skills, the ability to manage multiple priorities, and comfort operating in fast-paced, ambiguous environments.

Requirements

  • Bachelor’s degree in Business, Technology, or a related field
  • 6+ years of experience in consulting and/or industry roles, with demonstrated client-facing consulting or advisory experience and exposure to business transformation initiatives.
  • Proven ability to manage multiple projects or priorities simultaneously
  • Strong communication skills and the ability to build relationships with clients and internal stakeholders
  • Experience with process improvement, business analysis, or transformation initiatives
  • Proven experience leading large, multi‑workstream programs or auditing program and project management for large clients.
  • Demonstrated ownership of engagement economics, including budgeting, forecasting, and financial performance.
  • Deep experience operating in environments with ambiguity, incomplete requirements, and shifting scope.
  • Strong understanding of SDLC frameworks and ability to train and enable teams.
  • High initiative with the ability to work independently and collaboratively.

Nice To Haves

  • Experience within a Big 4 or Tier Two consulting firm
  • Experience supporting ERP or large-scale technology implementations, including process improvements, system delivery, or SOX-related controls
  • Working knowledge of IT General Controls (ITGCs), segregation of duties, and governance frameworks (e.g., SDLC, change management, access controls)
  • Familiarity with ERP platforms and enterprise technology environments
  • Exposure to M&A integration activities, particularly related to systems or process transformation
  • General understanding of frameworks and standards such as COBIT, ITIL, or GAAP
  • PMP, CPA, or similar certifications preferred but not required
  • Strong executive communication and presentation skills, with the ability to clearly convey complex information to diverse stakeholders
  • Analytical mindset with the ability to synthesize data into actionable insights
  • Experience navigating and influencing across complex, cross-functional environments
  • Collaborative leadership style with confidence to challenge assumptions, drive decisions, and influence

Responsibilities

  • Serve as the primary point of contact for client engagements, building strong relationships and guiding projects from initiation through delivery
  • Lead multiple engagements simultaneously (typically 3–4 active projects), ensuring deliverables are completed on time and aligned with client expectations
  • Facilitate client workshops (virtual and on-site) to assess current-state processes across finance, accounting, and IT functions
  • Develop client deliverables including observations, risks, and process improvement recommendations
  • Support ERP and system selection engagements, helping clients evaluate and implement solutions
  • Partner with clients to support system implementations and process transformation initiatives
  • Conduct business process reviews and identify opportunities for operational improvements
  • Create process maps using tools such as Visio or similar platforms
  • Collaborate with project and program managers to align implementation plans and drive execution
  • Monitor engagement progress, including budget-to-actuals, billing activity, and resource allocation
  • Track key project milestones, risks, and dependencies, communicating updates to both internal and external stakeholders
  • Ensure alignment between project scope, timeline, and client expectations
  • Work collaboratively with 2–5 team members on most engagements, contributing to a team-oriented delivery model
  • Provide guidance and mentorship to junior team members and support their development
  • Partner with cross-functional stakeholders to execute projects effectively
  • Maintain a high level of communication with clients, internal teams, and leadership
  • Navigate complex stakeholder environments and confidently lead discussions, including difficult or “crucial” conversations when needed
  • Influence client decisions and drive alignment across stakeholders

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
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