Jobs · Management

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)

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