Transaction Advisory Services - Senior Associate

KSM Business Services, Inc.; Indianapolis (IN); On-site; USD 70,000 - 90,000; Full time

Job summary

KSM Business Services, Inc. is looking for a Senior Associate for its Transaction Advisory Services practice, based in Indianapolis, Indiana. This role involves leading financial due diligence for private equity and corporate clients while developing key engagement insights and managing Associate team members.

The ideal candidate will have a Bachelor's degree in Accounting or Finance and 2–5 years of relevant experience, with proficiency in U.S. GAAP and Excel. This position offers a flexible work environment in a supportive culture focused on professional growth.

Qualifications

• 2–5 years of relevant experience, preferably in Transaction Advisory or Audit.
• CPA or CFA certification preferred.
• Ability to manage multiple projects in a fast-paced environment.

Responsibilities

• Lead the execution of financial due diligence engagements.
• Supervise and coach Associates for their development.
• Prepare and review analyses and diligence reports.

Skills

U.S. GAAP Understanding

Financial Analysis

Project Management

Written Communication

Excel Proficiency

Education

Bachelor’s degree in Accounting or Finance

Tools

Excel

Job description

Job Overview

We are KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. Our workplace is designed to let your career and personal life thrive together – with flexible time management, growth resources, and a team that genuinely cares about your success. Employee‑owned since 2001, we foster a culture of collaboration, curiosity, and excellence, encouraging new ideas, different perspectives, and exploration of what excites you most.

Position Summary

Katz, Sapper & Miller (KSM) is seeking a Senior Associate to join our growing Transaction Advisory Services (TAS) practice. This role provides the opportunity to take a leading role in buy‑side and sell‑side financial due diligence engagements for private equity and corporate clients. As a Senior Associate, you will oversee portions of engagements, supervise and develop Associates, and play a key part in delivering high‑quality analyses and insights that help clients make informed investment decisions. The position offers a dynamic and flexible work environment with exposure to a wide variety of industries and transaction types, allowing you to build deep financial acumen, develop project leadership skills, and contribute to the continued growth of KSM’s TAS practice.

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, clearly communicated, and aligned with the client’s investment thesis.
• Lead management meetings with target company executives; summarize key findings and follow‑up actions.
• Supervise and coach Associates, providing detailed feedback and fostering their technical and professional development.
• Communicate effectively with clients, investors, and internal stakeholders, demonstrating professionalism and sound judgment.
• Apply a growing understanding of GAAP and industry‑specific accounting to identify relevant adjustments and trends.
• Contribute to engagement planning, including scoping, data request lists, and project timelines.
• Participate in practice development initiatives, including recruiting, training, and process improvement projects.

Requirements / Qualifications

• Bachelor’s degree in Accounting or Finance.
• 2–5 years of relevant experience, preferably within Transaction Advisory, Audit, or a 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.
• Excellent written and verbal communication skills, including the ability to synthesize complex findings clearly.
• Strong project management and leadership skills; proven ability to manage multiple projects and teams.
• Highly analytical, detail‑oriented, and comfortable in a fast‑paced, deadline‑driven environment.
• Ability to interact professionally with clients and colleagues at all levels, exercising discretion and judgment.

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.