KSM (Katz, Sapper & Miller) · 3 weeks ago
Transaction Advisory Services Associate
United States
Full-time
Remote
Entry Level
0+ years expKSM is one of the top 50 largest independent advisory, tax, and audit firms in the United States, dedicated to fostering a supportive and collaborative work environment. The Transaction Advisory Services Associate will work on financial due diligence engagements with private equity and corporate clients, actively participating in assessing financial details and business drivers.
AccountingFinanceProfessional Services
Responsibilities
Assist 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 target company's detailed financial and operational data to identify financial and operating trends, quality of earnings, & working capital considerations
Participate in meetings and site visits with target company management, interacting with top-level management to obtain pertinent financial analysis information
Assist in the build of deal reports and presentations for clients that highlight key financial and operations findings that may impact or drive client's investment thesis
Work on multiple projects of varying size & complexity
Qualification
Required
Bachelor's degree in Accounting or Finance
A minimum of 0-2 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
Preferred
CPA or CFA certification or working towards obtaining
Benefits
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.
We provide the resources and support to help you grow in the direction that’s right for you.
Company
KSM (Katz, Sapper & Miller)
KSM (Katz, Sapper & Miller) is a nationally recognized advisory, tax, and audit firm.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
T
Tim Cook
CEO and President
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