Consultant/Senior Consultant - Strategic Advisory Services at Insero Advisors, LLC | NY, US | Rezi

Consultant/Senior Consultant - Strategic Advisory Services at Insero Advisors, LLC

Consultant/Senior Consultant - Strategic Advisory Services

Insero Advisors, LLC · NY, US

3 weeks ago

Consultant/Senior Consultant - Strategic Advisory Services

Insero Advisors, LLC · NY, US

21 days ago
Resume preview

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now
Resume preview

Tailor your resume to this Consultant/Senior Consultant - Strategic Advisory Services role.

Rezi rewrites your resume against Insero Advisors, LLC's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Consultant/Senior Consultant - Strategic Advisory Services posting at Insero Advisors, LLC — free, in seconds.

About the Role

Insero is seeking to hire a Consultant/Senior Consultant for their Strategic Advisory Services division to start in June 2027. This role will be based out of their 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
  • Analyze information and produce qualitative summaries to guide clients in making investment decisions
  • Review 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
  • Excellent communication skills, self-confidence, and self-motivation
  • Ability to work productively in a professional environment
  • Conscientious, detail-oriented, intellectually curious, and possess excellent organizational skills
  • Basic knowledge in Microsoft Word, Excel and PowerPoint is required

Skills

  • Microsoft Word
  • Microsoft Excel
  • Microsoft PowerPoint

Location

  • Rochester, NY

Work Type

  • Hybrid

Experience Level

  • 0-12 months of similar job experience

Education Level

  • Bachelor's degree in business administration, finance, economics or a similar concentration

Salary/Compensations

  • $87,000-$92,000 plus bonus opportunities

Benefits

  • Competitive salaries
  • Outstanding paid time off program (4 weeks)
  • 16 paid holidays
  • Remote/hybrid work flexibility
  • 401(k) plan with firm contributions
  • Tuition reimbursement program
  • 100% employer-paid parking
  • Spot bonus program
  • CPA bonus
  • Variety of different medical plan options along with opt-out dollars
  • Tremendous growth and development opportunities

About the Company

  • 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.
  • We are 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.
  • We offer excellent advancement opportunities as well as advisor and mentor programs.
  • We invest heavily in training and technology.
  • 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.

Equal Opportunity

  • Insero is proud to be an Equal Opportunity Employer