Transaction Advisory Services - Senior Associate

Katz, Sapper & Miller • Full-time • Remote - North Carolina, 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.

Position Summary:

Katz, Sapper & Miller (KSM) is seeking aSenior Associateto join our growingTransaction Advisory Services (TAS)practice. This roleprovidesthe 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 keypartin 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.You’llbuild 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, managingworkflowand ensuring deliverables meet client expectations.

Review and analyze target company financial statements, quality of earnings, working capital, and key business drivers.

Identifyand evaluate deal issues, business risks, and opportunities that may affect valuation or transaction structure.

Prepare and reviewdatabooks, 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,demonstratingprofessionalism and sound judgment.

Apply a growing understanding of GAAP and industry-specific accounting toidentifyrelevant 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, ora relatedfinance role.

CPA, CFA, or progress toward certification preferred.

Strong understanding of U.S. GAAP and the M&A process.

Proficiencyin Excel, including complex modeling,databookdesign, 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.

Related Jobs

Commercial Account Manager

Scott Insurance • Greensboro, NC • 2w ago

Sales

COMMERCIAL ACCOUNT MANAGER With over 160 years of experience, Scott Insurance is a leader in developing smart strategies and innovative programs customized to the needs of mid-market companies. We offer property & ca...

2w ago

Apply

Sales Professional- Disaster Restoration, Construction

ServiceMaster • Full-time • Thomasville, NC, US • $50k - $100k / year • 3w ago

Construction Sales

Benefits: Bonus based on performance Health insurance Paid time off Training & development Disaster Restoration Sales Professional We are a growing disaster restoration company specializing in water, fire, smoke, mol...

3w ago

Apply

Sales Associate

Feeders Pet Supply • Chapel Hill, NC, US • 1m ago

Sales

Here are Feeders Pet Supply our mission is quite simple – to offer the best pet products possible, to help pet parents with any questions they may have, and to give back to the communities we serve. We hope that you can...

1m ago

Apply

Counter/Inside Sales Associate

Fishman Flooring Solutions • Full-time • Charlotte, North Carolina, United States • 1m ago

Sales

Inside Sales / Counter Sales Associate Job Overview We are seeking a personable, detail oriented Inside Sales / Counter Sales Associate to support walk-in and telephone customers, process orders, and ensure a positive cu...

1m ago

Apply

Senior Commercial Account Manager

Scott Insurance • Charlotte, NC • 1m ago

Sales

SENIOR COMMERCIAL ACCOUNT MANAGER With over 160 years of experience, Scott Insurance is a leader in developing smart strategies and innovative programs customized to the needs of mid-market companies. We offer property &...

1m ago

Apply

Commercial Account Manager

Scott Insurance • Charlotte, NC • 1m ago

Sales

1m ago

Apply

Inside Sales Representative

AECO • Winston-Salem, NC, US • 1m ago

Sales

Description Location: Winston-Salem, NC (on-site) Department: Sales Employment Type: Full-time ________________________________________ Thermcraft, Inc., an AECO company a 100% Employee-Owned company, designs and manufac...

1m ago

Apply

Account Executive - AristaCare

KPH Healthcare Services • Full-time • Greensboro, NC, US • 1m ago

Sales

Overview Job Summary: Responsible for ensuring achievement of net revenue and profit (EBITDA) objectives for assigned territory. Provides service and sales support to targeted accounts by coordinating services, evaluatin...

1m ago

Apply

Business Development Manager – AEC Markets

Progressive AE • Charlotte, NC, USA • 1m ago

Sales

As a Business Development Manager, you will help grow Progressive Companies' presence across key Architecture, Engineering, and Construction (AEC) markets, including our national practices in Higher Education, Health &am...

1m ago

Apply

Benefits Account Manager

Scott Insurance • Raleigh, NC • 2m ago

Human Resources (HR) Sales

BENEFITS ACCOUNT MANAGER With over 160 years of experience, Scott Insurance is a leader in developing smart strategies and innovative programs customized to the needs of mid-market companies. We offer property & cas...

2m ago

Apply