Transaction Advisory Services Associate

Ksm CPA; Northern (KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Katz, Sapper & Miller (KSM) is seeking a Transaction Advisory Services Associate to join the TAS team. This role offers exposure to private equity and corporate clients on buy-side and sell-side financial due diligence engagements, with a dynamic, flexible environment.

As an Associate, you will help assess earnings quality, cash flows, working capital and key drivers, support deal reports and presentations, and collaborate with management and advisors across multiple projects.

Qualifications

• Bachelor's degree in Accounting or Finance.
• 0–2 years' experience in audit, TAS, or finance.
• CPA or CFA certification preferred.
• Strong knowledge of U.S. GAAP.
• Familiarity with the M&A process.
• Ability to work in a deadline-driven environment.

Responsibilities

• Assist in financial due diligence for buy-side and sell-side engagements.
• Analyze target companies for earnings quality, cash flows, and working capital.
• Prepare deal reports and client presentations.
• Support multiple projects of varying sizes and complexities.
• Interact with management and advisers during meetings and site visits.

Skills

GAAP knowledge

M&A familiarity

Project management

Analytical skills

Communication

Deadline-driven

Education

Bachelor's degree in Accounting or Finance

Job description

## Transaction Advisory Services AssociateApply: Remote - USA: Full time: Posted 3 Days Ago: R-100518**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 an Associate 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 an Associate you will have the opportunity to work in an energetic atmosphere, actively participating in assessing target’s quality of earnings, cash flows, working capital, key business drivers through analyzing financial details and discussions with management and their advisors.# **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.# **Requirements/Qualifications:*** 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* CPA or CFA certification or working towards obtaining (preferred)* 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*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.*