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Advisory Services Associate Jobs in Indiana (NOW HIRING)

Ksmcpa

Audit Associate

Evansville, IN · On-site

Business advisory services include general business advice, business and transaction structuring, mergers/acquisitions, business valuations, financingassistance, computer informationservicesand ...

KPMG

Senior Associate, Business Tax Services

Indianapolis, IN · On-site

$77K - $96K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

KPMG is currently seeking a Senior Associate to join our Business Tax Services practice ... Provide tax compliance and advisory services to corporations and partnerships for a variety of ...

CX Institutional LLC

Client Service Associate

Auburn, IN · On-site

$13.50 - $18.75/hr

Client Service Associates support the Wealth Advisor by attending client and prospect events and ... advisory team through document preparations, proposals, risk management reviews, and ...

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Eley-Graham-Austgen Financial Advisory Services

Be Seen First

Financial Assistant

Crown Point, IN · On-site

$35K - $45K/yr

  • Medical

  • Retirement

  • PTO

Advanced Administrative Support to the President, Senior Advisors, and Associate Advisors with ... Company Description Located in Northwest Indiana, this Financial Advisory Services Firm is looking ...

Rockefeller Financial

Client Associate

Carmel, IN · On-site

... financial advisory services firm. Originally founded in 1882 as the family office of John D ... The Client Associate will work with our Private Advisor team members and will interact directly ...

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Advisory Services Associate information

See Indiana salary details

$36.6K

$69.3K

$138.9K

How much do advisory services associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for advisory services 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 is an advisory services associate?

Advisory Services Associates are entry-level professionals who support firms and their clients by providing analysis, research, and recommendations on financial, business, or operational matters. They typically work with more senior advisors to help organizations identify risks, improve processes, and make strategic decisions. Their role involves gathering data, preparing reports, and participating in client meetings, often within consulting, accounting, or financial services firms.

What are some common challenges faced by advisory services associates when managing multiple client projects simultaneously?

Advisory Services Associates often juggle several client projects at once, which requires strong organizational and time management skills. Balancing competing deadlines, adapting to shifting client needs, and ensuring accuracy in deliverables can be challenging. Effective communication and proactive prioritization are key to maintaining high-quality service and building trust with both clients and internal teams. Support from managers and collaboration with colleagues can help associates navigate these challenges and continue developing their expertise.

What are the key skills and qualifications needed to thrive as an advisory services associate?

To thrive as an Advisory Services Associate, you need strong analytical skills, business acumen, and typically a bachelor’s degree in finance, accounting, or a related field. Familiarity with financial modeling tools, Excel, and industry-specific software such as SAP or Oracle is often required. Exceptional communication, problem-solving, and teamwork abilities help distinguish top performers in this client-facing role. These skills enable associates to deliver valuable insights, manage client relationships, and support successful project outcomes.
Advisory Services Associate jobs near you

Transaction Advisory Services - Senior Associate

KSM Business Services, Inc.

Indianapolis, IN • On-site

$77K - $95K/yr

Full-time

Re-posted 6 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.

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