Julie Schilz
Manager, Financial & Operating Systems, MBA
- Role
- Manager at Wipfli
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Julie Schilz
As part of Wipfli’s Business Consulting Group, I drive Client Success operations and strategies that empower clients and associates to grow through technology and collaboration with our team. My focus is creating seamless, positive and impactful experiences that foster retention, progress, and meaningful outcomes.I lead Wipfli’s Financial and Operational Systems (F & OS) Client Success Community and serve as National Talent Chair for the Women of Wipfli (WoW), championing growth and inclusion across the firm and administering Wipfli\'s Leadership & Executive Accelerator Program. Outside of work, I’m a dedicated hockey coach, wife and mom to two amazing kids!
Experience
Manager
Sep 2022 — Present · Minneapolis, MN, US
As a Manager in Wipfli’s Business Consulting Group, I specialize in creating seamless experiences that drive client success, associate retention, and meaningful progress. My role is split between two key areas: consulting directly with clients to optimize financial management processes and reporting packages, and leading internal initiatives to elevate our support operations, service offerings, and educational resources.
Education
University of Minnesota
Bachelor's Degree, Human Resource Development
1999 — 2003
Bethel University
Master of Business Administration (M.B.A.), Information Technology (IS), Accounting, Finance, HR, OD, Management, Ethics, Leadership
2009 — 2012
Skills
- Excel
- Account Management
- Hris Database Management
- Change Management
- Technical Documentation
- Business Analysis
- Accounting
- Customer Relations
- Project Planning
- Human Resources
- Financial Accounting
- Report Writing
- Software as a Service (Saas)
- Software Implementation
- Information Systems
- Customer Service
- Recruiting
- Technical Training
- Management
- Team Building
- Training
- Training & Development
- Payroll
- Human Resources Information Systems (Hris)
- Enterprise Software
- Project Management
- Talent Acquisition
- Onboarding
- Business Process Improvement
- Microsoft Excel
- General Ledger
- Employee Training
- Customer Relationship Management (Crm)
- HR Consulting
- Leadership
- Applicant Tracking Systems
- Relational Databases
- Microsoft Office
- Sales
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