Director - Transaction Advisory Services

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

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 Director 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 Director you will have the opportunity to lead in an energetic atmosphere, oversee the assessment of quality of earnings, cash flows, working capital, key business drivers through analyzing financial details and discussions with management and their advisors.

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.

Requirements/Qualifications:

• Eight (8+) years' experience in a large accounting firm in audit, financial advisory or transaction service lines or appliable experience in corporate finance or accounting.
• Five (5)+ years’ of supervisory experience, mentoring and counseling associates desired.
• Relevant bachelor’s degree in accounting, finance or related.
• Certified public accountant (CPA) – preferred.
• High 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.
• Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings.

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.

KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.

About Us:

We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the U.S. 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.