Audit Technology & Automation Lead

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.

As the Audit Technology & Automation Lead, you’ll lead the administration and optimization of audit technologies, driving automation, compliance, and efficiency across the firm. This role bridges audit operations and IT, playing a key part in innovation, training, and change management.

Responsibilities

Responsibilities:

System Administration

Administer and manage the Dynamic Audit Solutions (DAS) platform in collaboration with IT and the Quality Committee.

Configure user groups, onboard new users, and manage access control protocols.

Monitor audit trail logs for security, compliance, and troubleshooting.

Template Development & Oversight

Oversee industry-specific audit templates in partnership with Industry Champions and QA teams.

Manage version control and ensure compliance with audit regulations and firm policies.

Helpdesk & User Support Management

Guide the development of a structured helpdesk system for audit technology support.

Coordinates post-implementation system reviews, gathers feedback, and implements enhancements

Driving Automation & Process Optimization

Identify and implement automation solutions to streamline audit workflows.

Collaborate with IT to integrate audit systems and enhance usability and compliance.

Development & Data Management

Lead development efforts for custom audit technology solutions.

Ensure secure and compliant data extraction, transformation, and visualization.

System Testing & Continuous Improvement

Develop and manage system testing programs and post-implementation reviews.

Track usage metrics and implement enhancements based on feedback.

Training & Development

Design and deliver training programs for audit technologies.

Support role-based training and develop internal educational materials.

Change Management & Strategic Liaison

Facilitate change management initiatives and coordinate stakeholder engagement related to audit technologies.

Knowledge, Skills and Abilities

Qualifications:

Bachelor’s degree in Accounting, MIS, Computer Science, Business Administration, or related field.

5+ years of experience in accounting/auditing firms or technology companies.

Certified Scrum Product Owner (CSPO) or Professional Scrum Product Owner (PSPO).

Proven experience in Agile environments, preferably as a Product Owner.

Strong leadership, analytical, and problem-solving skills.

Excellent interpersonal and communication abilities.

Proficiency in Agile tools (e.g., JIRA, Confluence).

Familiarity with audit software (e.g., CaseWare Cloud SE) and data analytics tools (e.g., Power BI, Tableau).

Knowledge of cloud platforms (e.g., AWS, Azure) and AI/ML applications in audit processes.

Kristin Kallies, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!

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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 application, interview, or participate in our recruiting process, please send us an email at

Full Time