Transaction Advisory Services Director
KSM (Katz, Sapper & Miller) · United States · 4 mo ago
RemoteRemoteManagementFull-time
Responsibilities
- Manage and oversee engagement teams on buy-side and sell-side financial due diligence engagements/projects.
- Supervise, develop and train staff on engagements.
- Evaluate performance and participate in individual's performance appraisal process.
- Interact directly with managers and partners on matters related to client and engagement management.
- Strengthen existing client relationships and develop new business opportunities by providing outstanding client service.
- Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service.
- Invest in professional development through active participation in training sessions and networking events both internally and externally.
- Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program.
- Demonstrate excellent team skills, positive attitude and high ethical standards.
Requirements/Qualifications
- Eight (8+) years' experience in a large accounting firm in audit, financial advisory or transaction service lines or applicable experience in corporate finance or accounting.
- Five (5+) years’ of supervisory experience, mentoring and counseling associates desired.
- Relevant bachelor’s degree in accounting, finance or related.
- Certified public accountant (CPA) – preferred.
- High motivation, initiative and positive attitude.
- Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately.
- Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights.
- Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities.
- Excellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiatives.
- Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries.
- Comfortable interacting with senior level client personnel, including supporting the preparation of and participating in executive briefings.
Pay
(Not specified)
Schedule
(Not specified)
Benefits
(Not specified)