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KSM (Katz, Sapper & Miller) · 3 weeks ago

Transaction Advisory Services Senior Associate

Indianapolis

Full-time

Onsite

Mid, Senior Level

2+ years exp

KSM is one of the top 50 largest independent advisory, tax, and audit firms in the United States, known for its supportive and collaborative culture. The Transaction Advisory Services Senior Associate will lead financial due diligence for clients, advise on financial and operational risks, and manage multiple projects while supervising and developing junior team members.

AccountingProfessional Services

Growth Opportunities

Responsibilities

Lead team members in providing financial due diligence for clients acquiring businesses and aid in the evaluation of the potential transaction in the context of the client's investment thesis

Advise both strategic and private equity buyers/sellers by identifying and analyzing business and financial risks or opportunities throughout the acquisition, disposition, or restructuring of the target company

Aggregate, manipulate, and analyze the target company's detailed financial and operational data to identify financial and operating trends, quality of earnings & working capital considerations

Lead meetings and site visits with target company management, interacting with top-level management to obtain pertinent financial analysis information

Lead the build of deal reports and presentations for clients that highlight key financial and operations findings that may impact or drive the client's investment thesis

Work on multiple projects of varying size & complexity

Help supervise, train and develop other TAS associates and interns

Qualification

CPACFA certificationU.S. GAAP knowledgeM&A process familiarityProject management skillsAnalytical skillsCommunication skillsTeamworkAdaptability

Required

Bachelor's degree in Accounting or Finance

A minimum of 2-5 years' experience required, preferably within audit, transaction advisory, or other finance-related roles

Strong current knowledge of U.S. Generally Accepted Accounting Principles

Familiarity with the M&A process & market

Strong project management skills and highly analytical

Capable of working in a demanding, deadline-driven environment (either independently or within a team dynamic) while effectively managing unexpected issues and/or questions in a professional manner

Ability to adapt communication style to successfully convey messaging & objectives to all levels of management, clients, colleagues, etc

Travel as needed to various client sites