Director, Transaction Advisory — Buy/Sell Due Diligence

KSM Business Services, Inc.; Indiana (PA); Hybrid; USD 180,000 - 260,000; Full time

Job summary

Katz, Sapper & Miller (KSM) seeks a Director to join its Transaction Advisory Services team. Lead buy-side and sell-side financial due diligence engagements, oversee engagement teams, and advance your career path within a dynamic, client-focused environment.

You will supervise staff, interact with managers and partners, and drive high-quality financial analysis while strengthening client relationships across private equity and corporate clients.

Qualifications

• Eight (8+) years' experience in a large accounting firm in audit, financial advisory or transaction service lines or applicable experience in corporate finance or accounting.
• Five (5)+ years’ of supervisory experience, mentoring and counseling associates desired.
• Certified public accountant (CPA) – preferred.
• Strong motivation, initiative and positive attitude.
• Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately.
• Intermediate modeling and Excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights.
• Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities.
• Excellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiatives.
• Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries.

Responsibilities

• Manage and oversee engagement teams on buy-side and sell-side financial due diligence engagements/projects.
• Supervise, develop and train staff on engagements.
• Evaluate performance and participate in individual's performance appraisal process.
• Interact directly with managers and partners on matters related to client and engagement management.
• Strengthen existing client relationships and developing new business opportunities by providing outstanding client service.
• Communicate with business owners, executive management, investors, 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.
• Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program.
• Demonstrate excellent team skills, positive attitude and high ethical standards.

Education

Bachelor's degree in accounting, finance or related

Job description

Katz, Sapper & Miller (KSM) seeks a Director to join its Transaction Advisory Services team. Lead buy-side and sell-side financial due diligence engagements, oversee engagement teams, and advance your career path within a dynamic, client-focused environment.

You will supervise staff, interact with managers and partners, and drive high-quality financial analysis while strengthening client relationships across private equity and corporate clients.