KSM
Finance
TransactionAdvisoryServicesManager
Neural analysis suggests this role is
optimal for Mid candidates.
“Transaction Advisory Services Manager at KSM. Skills: Transaction Advisory Services, financial due diligence, financial analysis. Manage and oversee engagement teams on buy-side and sell-side financial due diligence engagements/projects. Analyze financial and operational results of target companies”
What You'll Achieve.
drive your own career path & advancement; providing outstanding client service; ensure delivery of exceptional client service; making an impact beyond the office
Industry & Context.
identify diligence issues and opportunities; recommend post-acquisition actions; generate data-driven insights
What They're Looking For.
Must Have
4-6 years' experience in a large accounting firm in audit, financial advisory or transaction service lines or applicable experience in corporate finance or accounting, Relevant bachelor’s degree in accounting, finance or related, Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis, ability to generate data-driven insights, Ability to work autonomously, meet tight deadlines, Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries, Ability to comfortably interact with senior level client personnel
Nice to Have
1-3+ years’ supervisory experience, mentoring and counseling associates desired, Certified public accountant (CPA) – preferred
What You'll Do.
Manage and oversee engagement teams on buy-side and sell-side financial due diligence engagements/projects
Analyze financial and operational results of target companies
Evaluate financial information
identify diligence issues and opportunities
recommend post-acquisition actions
Prepare and review reports regarding due diligence and financial analysis
Research and analyze industry standards
trends and target companies
develop and train staff on engagements
Evaluate performance and participate in individual's performance appraisal process
Interact directly with directors and partners on matters related to client and engagement management
Strengthen existing client relationships
developing new business opportunities by providing outstanding client service
Communicate with business owners
lenders and other sophisticated parties to ensure delivery of exceptional client service
Invest in professional development through active participation in training sessions and networking events both internally and externally
How You'll Work.
Team & Collaboration
Work closely with executives, investment bankers, private equity and corporate clients, attorneys or other stakeholders; Interact directly with directors and partners on matters related to client and engagement management; Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries; Ability to comfortably interact with senior level client personnel
Communication Scope
Excellent verbal and written communication; experience presenting analyses to management; Communicate with business owners, executive management, investors, lenders and other sophisticated parties
Process & Methodology
Manage and oversee engagement teams on buy-side and sell-side financial due diligence engagements/projects, Ability to handle multiple priorities appropriately, Ability to meet tight deadlines
Full 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”) has a Manager opportunity to join their growing Transaction Advisory Services (“TAS”) team. This role provides a dynamic & flexible environment, with learning opportunities in working with private equity and corporate clients on buy-side and sell-side financial due diligence engagements. The KSM TAS team will provide the opportunity to drive your own career path & advancement. As a manager you will have the opportunity to lead in an energetic atmosphere, actively participate and lead quality of earnings projects through analyzing financial details and discussions with management and th
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