Transaction Advisory Services Senior Associate

Katz, Sapper & Miller • Full-time • New York, United States of America • 3d ago

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.

Responsibilities:

Lead team members in providing financial due diligence for clientsacquiringbusinesses and aid in the evaluation of the potential transaction in the context of the client's investmentthesis

Advise both strategic and private equity buyers/sellers byidentifyingand analyzing business and financial risks or opportunities throughout the acquisition, disposition, or restructuring of the targetcompany

Aggregate, manipulate, and analyze the target company's detailed financial and operational data toidentifyfinancial and operating trends, quality of earnings & working capitalconsiderations

Lead meetings and site visits with target company management, interacting with top-level management to obtain pertinent financial analysisinformation

Lead the build of deal reports and presentations for clients that highlight key financial and operations findings that mayimpactor drive the client's investmentthesis

Work on multiple projects of varying size & complexity

Help supervise,trainand develop other TAS associates andinterns

Requirements/Qualifications:

Bachelor's degree in Accounting or Finance

A minimum of 2-5 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.

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