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Advisory Associate Jobs in Indiana (NOW HIRING)

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Advisory Associate information

See Indiana salary details

$36.6K

$69.3K

$138.9K

How much do advisory associate jobs pay per year?

As of May 28, 2026, the average yearly pay for advisory associate in Indiana is $69,317.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,800.00 and $68,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Advisory Associate, and why are they important?

To thrive as an Advisory Associate, you typically need a bachelor’s degree in business, finance, accounting, or a related field, along with strong analytical and problem-solving skills. Familiarity with data analysis tools like Excel, Power BI, and ERP systems, as well as certifications such as CPA or CFA, can be highly valuable. Excellent communication, teamwork, and client management skills set standout professionals apart in this collaborative and client-facing environment. These competencies are crucial for delivering insightful recommendations, managing multiple projects, and building lasting client relationships.

What are some common challenges Advisory Associates face when managing multiple client projects simultaneously?

Advisory Associates often juggle several client projects at once, which can present challenges in time management, prioritization, and maintaining high-quality work across diverse industries. Balancing competing deadlines and adapting to shifting client needs requires strong organizational skills and proactive communication. Many firms support associates with mentorship, regular check-ins, and clear project management tools to help navigate these demands, while encouraging continuous learning to handle complex client issues effectively.

What are Advisory Associates?

Advisory Associates are entry- or mid-level professionals who work in consulting or advisory divisions of firms, such as accounting or consulting companies. They assist senior consultants and managers in analyzing business problems, developing recommendations, and implementing solutions for clients. Their work often includes conducting research, preparing reports, analyzing data, and supporting client meetings. Advisory Associates play a crucial role in helping organizations improve processes, manage risks, and achieve strategic goals.

What is the difference between Advisory Associate vs Financial Analyst?

AspectAdvisory AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA, CFP)Bachelor's degree, often CFA or related certifications
Work EnvironmentClient-facing, consulting, financial advisory firmsCorporate finance, investment banks, or asset management
Employer & Industry UsageFinancial advisory, wealth management, consultingFinance, banking, investment firms
Common Search & ComparisonYesYes

Advisory Associates typically work in client-facing roles within financial advisory or consulting firms, focusing on providing strategic advice. Financial Analysts often work in corporate finance or investment settings, analyzing data to support investment decisions. While both roles require similar credentials and industry knowledge, their work environments and client interaction levels differ.

What are popular job titles related to Advisory Associate jobs in Indiana? For Advisory Associate jobs in Indiana, the most frequently searched job titles are:
Infographic showing various Advisory Associate job openings in Indiana as of May 2026, with employment types broken down into 63% Full Time, 35% Part Time, and 2% Contract. Highlights an 98% Physical, and 2% Remote job distribution, with an average salary of $69,317 per year, or $33.3 per hour.

Transaction Advisory Services - Senior Associate

KSM Business Services, Inc.

Indianapolis, IN • On-site

$77.40K - $95.10K/yr

Full-time

Posted 16 days ago


Job description

Job Description:
We're KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it's our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That's why we've built a workplace where your career and personal life can thrive together - where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success.
We've been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence - where new ideas are welcomed, different perspectives are valued, and you're encouraged to explore what excites you most. Whether you're expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that's right for you.
At KSM, your contributions matter - not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you're looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what's most important to you, we'd love to meet you.
Position Summary:
Katz, Sapper & Miller (KSM) is seeking a Senior Associate to join our growing Transaction Advisory Services (TAS) practice. This role provides the opportunity to take a leading role in buy-side and sell-side financial due diligence engagements for private equity and corporate clients. As a Senior Associate, you will oversee portions of engagements, supervise and develop Associates, and play a key part in delivering high-quality analyses and insights that help clients make informed investment decisions.
The position offers a dynamic and flexible work environment with exposure to a wide variety of industries and transaction types. You'll build deep financial acumen, develop project leadership skills, and contribute to the continued growth of KSM's TAS practice.
Responsibilities:
  • Lead day-to-day execution of financial due diligence engagements, managing workflow and ensuring deliverables meet client expectations.

  • Review and analyze target company financial statements, quality of earnings, working capital, and key business drivers.

  • Identify and evaluate deal issues, business risks, and opportunities that may affect valuation or transaction structure.

  • Prepare and review databooks, analyses, and diligence reports; ensure findings are supported, clearly communicated, and aligned with the client's investment thesis.

  • Lead management meetings with target company executives; summarize key findings and follow-up actions.

  • Supervise and coach Associates, providing detailed feedback and fostering their technical and professional development.

  • Communicate effectively with clients, investors, and internal stakeholders, demonstrating professionalism and sound judgment.

  • Apply a growing understanding of GAAP and industry-specific accounting to identify relevant adjustments and trends.

  • Contribute to engagement planning, including scoping, data request lists, and project timelines.

  • Participate in practice development initiatives, including recruiting, training, and process improvement projects.

Requirements/Qualifications:
  • Bachelor's degree in Accounting or Finance.

  • 2-5 years of relevant experience, preferably within Transaction Advisory, Audit, or a related finance role.

  • CPA, CFA, or progress toward certification preferred.

  • Strong understanding of U.S. GAAP and the M&A process.

  • Proficiency in Excel, including complex modeling, databook design, and financial analytics.

  • Excellent written and verbal communication skills, including the ability to synthesize complex findings clearly.

  • Strong project management and leadership skills; proven ability to manage multiple projects and teams.

  • Highly analytical, detail-oriented, and comfortable in a fast-paced, deadline-driven environment.

  • Ability to interact professionally with clients and colleagues at all levels, exercising discretion and judgment.

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.
KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.