Transaction Advisory Services Associate

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