Transaction Advisory Services Associate

KSM (Katz, Sapper & Miller); United States; On-site; USD 65,000 - 90,000; Full time

Job summary

Katz, Sapper & Miller (KSM) seeks an Associate to join its Transaction Advisory Services team. You will engage in financial due diligence for private equity and corporate clients on buy-side and sell-side engagements, and help assess earnings quality, cash flows, and working capital.

You will work in an energetic environment, driving your career path while collaborating with management and advisors to deliver insights that support strategic investments.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• 0–2 years of experience in audit, TAS, or similar finance roles.
• CPA or CFA certification or in progress preferred.
• Strong knowledge of U.S. GAAP.
• Familiarity with M&A processes and market dynamics.
• Excellent project management and analytical skills.
• Able to work under deadlines and communicate with all levels.

Responsibilities

• Assist in financial due diligence for buy-side and sell-side engagements.
• Advise buyers/sellers on financial risks and opportunities during transactions.
• Aggregate and analyze target company financials and working capital.
• Participate in meetings and site visits with target management.
• Assist in building deal reports and client presentations.
• Contribute across multiple projects of varying size and complexity.

Skills

Accounting

Financial analysis

M&A knowledge

Project management

Education

Bachelor's degree in Accounting or Finance

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'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.

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.

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.