Senior Associate, Transaction Advisory – Diligence Lead

Ksmcpa; Indianapolis (IN); On-site; USD 70,000 - 100,000; Full time

Job summary

Katz, Sapper & Miller (KSM) in Indianapolis seeks a Senior Associate to join our Transaction Advisory Services team. You will lead day-to-day financial due diligence engagements for private equity and corporate clients and supervise Associates, delivering high-quality analyses that support investment decisions.

You will review target company financials, quality of earnings, and working capital, while applying GAAP knowledge and strong Excel modeling to identify risks and value drivers.

Qualifications

• Bachelor’s degree in Accounting or Finance required.
• 2–5 years of relevant experience, preferably in Transaction Advisory, Audit, or related finance role.
• CPA, CFA, or progress toward certification preferred.
• Strong understanding of U.S. GAAP and the M&A process.
• Proficiency in Excel, including complex modeling, databook design, and financial analytics.

Responsibilities

• Lead day-to-day execution of financial due diligence engagements, managing workflow and ensuring deliverables meet client expectations.
• Review and analyze target company financial statements, quality of earnings, working capital, and key business drivers.
• Identify and evaluate deal issues, business risks, and opportunities that may affect valuation or transaction structure.
• Prepare and review databooks, analyses, and diligence reports; ensure findings are supported and clearly communicated.
• Lead management meetings with target company executives; summarize key findings and follow-up actions.
• Supervise and coach Associates, providing feedback and fostering their development.
• Communicate effectively with clients, investors, and internal stakeholders with professionalism and sound judgment.
• Apply GAAP and industry-specific accounting to identify adjustments and trends.
• Contribute to engagement planning, including scoping, data request lists, and timelines.
• Participate in practice development initiatives, including recruiting and process improvements.

Skills

Financial analysis

Financial modeling

Project management

Education

Bachelor’s degree in Accounting or Finance

CPA or CFA preferred

Tools

Excel

Job description

Katz, Sapper & Miller (KSM) in Indianapolis seeks a Senior Associate to join our Transaction Advisory Services team. You will lead day-to-day financial due diligence engagements for private equity and corporate clients and supervise Associates, delivering high-quality analyses that support investment decisions.

You will review target company financials, quality of earnings, and working capital, while applying GAAP knowledge and strong Excel modeling to identify risks and value drivers.