About Winding River Consulting
Winding River Consulting works exclusively with accounting and advisory firms to help them grow with purpose and precision. We specialize in strategic advisory, go-to-market strategy, leadership development, M&A support, and digital growth transformation.
Our work sits at the intersection of strategy, execution, and innovation. We partner with forward-thinking firm leaders who are navigating growth, reinvention, and long-term value creation.
As we continue to expand our advisory and digital capabilities, we are seeking a high-potential team member (part of full time) who is eager to learn how strategy becomes execution inside a modern professional services firm.
The Opportunity
This is a part-time (possible) full-time role for a recent graduate or continuing education focused professional. Ideally, a MBA student, or a related business discipline who has an interest in professional services, consulting, growth strategy, or M&A. You will work alongside firm leadership on active client and internal growth initiatives.
You will gain exposure to:
- Strategic advisory engagements
- Data Mining
- Research-based Cold Calling
- Project-based financial analysis
- M&A sourcing and research
- Go-to-market strategy
- Digital marketing strategy and execution
- Internal growth operations and data management
- AI-enabled productivity tools and modern tech platforms
- Direct marketing
- Directory recruitment
What You Will Work On
1. Advisory & Strategy Projects
- Support project-based engagements with research and financial analysis
- Assist in preparing strategic growth roadmaps and presentation materials
- Participate in executive workshop preparation and synthesis
- Help build client-ready deliverables (memos, models, dashboards)
2. M&A Advisory & Sourcing
- Conduct market research on accounting and advisory firms
- Organize and structure data
- Leverage AI tools to source content and analyze data
- Utilize financial technology to deliver preliminary or complimentary supporting data to senior advisors
- Assist in identifying potential acquisition or partnership targets
- Help organize deal tracking and pipeline management
- Support financial modeling and industry trend analysis
3. Internal Data & Growth Operations
- Help maintain CRM systems (HubSpot)
- Support project tracking in Monday.com
- Assist in building internal dashboards and reporting tools
- Help document and improve internal processes
Technology Exposure
Interns will gain hands-on experience with:
- HubSpot (CRM and marketing automation)
- Monday.com (project management)
- AI platforms including ChatGPT, Claude, CoPilot, Loveable and other workflow automation tools
- Fireflies.ai and meeting intelligence tools
- LinkedIn platforms
- Indeed Search Database
- Data analysis tools and reporting dashboards
We believe tomorrow’s consulting leaders must understand how strategy and technology intersect.
Who This Role Is Ideal For
We are looking for someone who:
- Is intellectually curious and enjoys connecting dots
- Thinks strategically but is comfortable executing tactically
- Has strong analytical and communication skills
- Is detail-oriented and comfortable working independently
- Is interested in professional services, consulting, growth strategy, or M&A
- Wants exposure to real executive-level discussions
- Enjoys analytics, thinking out of the box and supporting a team
This is an ideal role for a student considering:
- Consulting
- Investment banking or corporate finance
- Professional services leadership
- Growth strategy roles
- Marketing strategy within B2B firms
Structure and Timeline
- Duration: Remainder of Winter/Spring semester through Summer
- Continuation into Fall is possible based on mutual fit and performance
- Remote-first role
- Optional in-person collaboration in Cleveland, OH and Chicagoland area
Hours are flexible based on academic commitments.
