Transaction Advisory Services Associate

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

Job summary

Katz, Sapper & Miller (KSM) invites you to join its growing Transaction Advisory Services team as an Associate. You will work with private equity and corporate clients on buy-side and sell-side financial due diligence engagements, with a dynamic, flexible environment and opportunities to shape your career path.

As an Associate you will review earnings quality, cash flows, working capital, and key drivers, interact with management, and contribute to deal reports and presentations for clients as

Qualifications

• Bachelor’s degree in Accounting or Finance is required.
• 0-2 years’ experience in audit, TAS, or related finance roles.
• CPA or CFA certification or in progress (preferred).
• Strong knowledge of US GAAP.
• Travel to client sites as needed.

Responsibilities

• Assist TAS team in financial due diligence for acquisition targets.
• Analyze earnings quality, cash flows, working capital and key drivers.
• Prepare deal reports and client presentations highlighting findings.
• Engage with management and advisors during assessments.
• Handle multiple projects with varying size and complexity.

Skills

Project management

Analytical

Communication skills

Deadline-driven

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’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 willprovidethe opportunity to drive your own career path& advancement.

As an Associate you will have the opportunity to work in an energetic atmosphere, activelyparticipatingin 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:

• Assistteam members in providing financial due diligence for clientsacquiringbusinesses 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 byidentifyingand 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 toidentifyfinancial 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.

• Assistin the build of deal reports and presentations for clients that highlight key financial and operations findings that mayimpactor 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’ experiencerequired, preferably within audit, transaction advisory, or other finance-relatedroles

• 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 conveymessaging & objectivesto all levels of management, clients, colleagues, etc.

• Travel as needed to various clientsites

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.