Consultant/Senior Consultant - Strategic Advisory Services

Insero Advisors • Rochester, NY

2d • Hybrid

About The Position

Insero is an accounting and business advisory practice with more than 160 employees throughout New York State serving businesses, nonprofits, governmental entities, and individuals. One of our core values is that we are Passionate about People. We don’t just talk about our values, we live them. That’s why we’ve consistently been recognized as a best place to work. At Insero, we’re committed to transforming the employee experience beyond industry standards to enable you to build your ideal career. Our Vision: We deliver bold, game-changing value to our clients by building the best place to work, empowered with the best talent, culture, and innovation. The Insero Way – Our culture is guided by our core values and motivates result-orientated associates. Our values form the foundation of our daily practices. We believe great teams are built on shared values: Be Passionate about People, Deliver Excellence, Grow to New Heights, and Go Further Together. If these speak to you, we encourage you to apply! Let us show you how Life at Insero is different: We offer excellent advancement opportunities as well as advisor and mentor programs. We invest heavily in training and technology. We focus on flexibility, with an amazing hybrid working environment giving you the ability to work in the office as well as from home/remotely. We serve a wide variety of clients and offer many compliance and consulting services, giving our team members opportunities to explore different areas of practice. There are also many opportunities to get involved from day one, including our initiatives for outreach, innovation, wellness, and diversity, equity, and inclusion. 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.

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.

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

Benefits

• competitive salaries
• 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.
• tremendous growth and development opportunities to assist with both your personal and professional goals.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level