Consultant/Senior Consultant - Strategic Advisory Services

Insero & Co. CPAs, LLP

$87K — $92K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum bachelor's degree in business administration, finance, economics, or related field.
  • 0-12 months of relevant job experience in consulting or advisory roles.
  • Excellent verbal and written communication skills.
  • Strong self-motivation and productivity in professional settings.
  • Detail-oriented with solid organizational abilities.
  • Intellectually curious with a proactive approach to problem-solving.
  • Proficiency in Microsoft Word, Excel, and PowerPoint.

Responsibilities

  • Conduct primary-source information gathering through interviews with business executives.
  • Create structured outlines for calls to ensure productive interviews.
  • Synthesize findings from interviews into comprehensive reports and investment memos.
  • Collect secondary-source information from diverse resources for analysis.
  • Analyze data and produce qualitative summaries to assist clients in investment decisions.
  • Evaluate project scopes, backgrounds, and expected deliverables.

Benefits

  • Competitive salary package with performance-based bonuses.
  • Generous paid time off policy totaling 4 weeks annually.
  • 16 paid holidays, promoting work-life balance.
  • Remote and hybrid work options for flexibility.
  • 401(k) plan with firm contributions for retirement savings.
  • Tuition reimbursement program to support continued education.
  • 100% employer-paid parking, easing daily commuting costs.
  • Spot bonus program for achieving exceptional performance.
  • Various medical plan options and opt-out incentives for non-coverage.
Full Job Description
Job Description
Consultant/Senior Consultant - Strategic Advisory Services

Location: Rochester, NY

We are seeking to hire a Consultant/Senior Consultant for our Strategic Advisory Services division to start in June 2027. This role would be based out of our headquarters in Rochester, NY.

Responsibilities:
• Gather primary-source information by conducting phone interviews with business executives
• Prepare call outlines and synthesize interview findings
• Draft client-ready diligence reports and investment memos
• Gather secondary-source information from a variety of other sources
• Analyzing information and producing qualitative summaries to guide clients in making investment decisions
• Review of new project scope, engagement background, and deliverables

Requirements:

Minimum of a bachelor's degree required, preferably in business administration, finance, economics or a similar concentration. Consultants typically have 0-12 months of similar job experience. Qualified candidates should have excellent communication skills, self-confidence, and be self-motivated and capable of working productively in a professional environment. Must be conscientious, detail-oriented, intellectually curious, and have excellent organizational skills. Basic knowledge in Microsoft Word, Excel and PowerPoint is required.

Our Benefits:

We offer competitive salaries, an outstanding paid time off program (4 weeks), 16 paid holidays, remote/hybrid work flexibly, 401(k) plan with firm contributions, tuition reimbursement program, 100% employer-paid parking, spot bonus program, CPA bonus, a variety of different medical plan options along with opt-out dollars if you do not need medical ins coverage. In addition, we offer tremendous growth and development opportunities to assist with both your personal and professional goals. We invite you to experience it firsthand!

Salary Range: $87,000-$92,000 plus bonus opportunities

The above range is a reasonable estimate of the current salary range for this position. Actual compensation is influenced by a variety of factors, including but not limited to skills, experience, qualifications, and/or education, and geographic location.It is not typical for a candidate to be hired at or near the top of the range for their role, and compensation decisions are dependent on the capabilities and experience of the candidate. You may also become eligible to receive discretionary spot bonus incentives. Incentives, if any, depend on various factors, including, without limitation, individual and firm performance.

There is a difference among accounting firms. We invite you to experience it firsthand!

For more information on Insero, scan or visit our website at www.inseroadvisors.com



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