Transaction Advisory Services - Senior Associate

Position Summary

Katz, Sapper & Miller (KSM) is seeking a Senior Associate to join our growing Transaction Advisory Services (TAS) practice. This role provides the opportunity to take a leading role in buy-side and sell-side financial due diligence engagements for private equity and corporate clients.

Responsibilities

• Lead day-to-day execution of financial due diligence engagements, managing workflow and ensuring deliverables meet client expectations.
• Review and analyze target company financial statements, quality of earnings, working capital, and key business drivers.
• Identify and evaluate deal issues, business risks, and opportunities that may affect valuation or transaction structure.
• Prepare and review databooks, 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, demonstrating professionalism and sound judgment.
• Apply a growing understanding of GAAP and industry-specific accounting to identify relevant 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, or a related finance role.
• CPA, CFA, or progress toward certification preferred.
• Strong understanding of U.S. GAAP and the M&A process.
• Proficiency in Excel, including complex modeling, databook design, 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.

About the Role

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.