Transaction Advisory Services Senior Associate

Position Summary

We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. Our culture is built on supporting, challenging, and empowering our team members to do their best work. We believe great things happen when people are given the freedom to grow and succeed both personally and professionally.

Responsibilities

• Lead 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
• Advis[e] 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
• Agregate, manipulate, and analyze the target company's detailed financial and operational data to identify financial and operating trends, quality of earnings & working capital considerations
• Lead meetings and site visits with target company management, interacting with top-level management to obtain pertinent financial analysis information
• Build deal reports and presentations for clients that highlight key financial and operations findings that may impact or drive the client's investment thesis
• Help supervise, train and develop other TAS associates and interns

Requirements/Qualifications

• Bachelor's degree in Accounting or Finance
• A minimum of 2-5 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.