Transaction Advisory Services Associate

Transaction Advisory Services Indianapolis, Indiana


Description

We’re KSM, a mid-sized, regional advisory, tax, and audit firm. Through our deep experience across multiple disciplines and industries, we provide our clients with the inspiration, insight, and technical expertise they need to achieve great things.

Our firm is rooted in entrepreneurialism and committed to excellence – for our employees, our clients, and our communities. At KSM, you’ll be empowered to hone your skills and develop your interests. You’ll feel valued and cared for – and challenged – in a fun, collegial environment where you’re appreciated as an individual with singular talents. And you’ll be rewarded for growing, leading, and innovating. Because our vision for you is that you come to work every day and do your very best work. To be there for your teammates. To best serve our clients. And to realize your full potential as a professional – and as a person.

Headquartered in Indianapolis, we have multiple offices and serve an impressive roster of clients across the nation who count on us to be their trusted advisors.

Position Summary:
Katz, Sapper & Miller (KSM) has an Associate opportunity to join their growing Transaction Advisory Services (TAS) team. This role provides a dynamic & flexible environment, with learning opportunities in working with private equity and corporate clients on buy-side and sell-side financial due diligence engagements. The KSM TAS team will provide the opportunity to drive your own career path & advancement.

As an Associate you will have the opportunity to work in an energetic atmosphere, actively participating in assessing target’s quality of earnings, cash flows, working capital, key business drivers through analyzing financial details and discussions with management and their advisors.

Responsibilities:
  • Assist 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.
  • Advise 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.
  • Aggregate, manipulate, and analyze target company's detailed financial and operational data to identify financial and operating trends, quality of earnings, & working capital considerations.
  • Participate in meetings and site visits with target company management, interacting with top-level management to obtain pertinent financial analysis information.
  • Assist in the build of deal reports and presentations for clients that highlight key financial and operations findings that may impact or drive client's investment thesis.
  • Work on multiple projects of varying size & complexity
Requirements/Qualifications:
  • Bachelor's degree in Accounting or Finance
  • A minimum of 0-2 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.
  • Travel as needed to various client sites
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.

KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.