KSM

KSM

Transaction Advisory Services - Senior Associate

Indianapolis · Senior

Sponsorship not specifiedDetected 22 days ago
Project ManagementAccountingExcelValuationM&AProcess ImprovementLeadershipCommunicationCollaborationGAAPCFA

About the role

  • 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.
  • The position offers a dynamic and flexible work environment with exposure to a wide variety of industries and transaction types.

Responsibilities

  • Lead day-to-day execution of financial due diligence engagements, managing workflow and ensuring deliverables meet client expectations.
  • Lead management meetings with target company executives

Requirements

  • Bachelor's degree in Accounting or Finance.
  • 2-5 years of relevant experience, preferably within Transaction Advisory, Audit, or a related finance role.
  • 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.
  • Ability to interact professionally with clients and colleagues at all levels, exercising discretion and judgment.

Nice to have

  • CPA, CFA, or progress toward certification preferred.

This listing is sourced directly from KSM's careers page and normalized into a canonical job model.