Director - Transaction Advisory Services

KSM (Katz, Sapper & Miller)

$120K — $150K *
US-AnywhereRemote in United States
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Eight years of experience in a large accounting firm in audit, financial advisory, or transaction service lines.
  • Five years of supervisory experience, mentoring, and counseling desired.
  • Relevant bachelor's degree in accounting, finance, or related fields.
  • Certified Public Accountant (CPA) preferred.
  • Strong initiative and a positive attitude.
  • Excellent organizational skills with multitasking ability.
  • Intermediate modeling and Excel skills, with experience in complex financial analysis.

Responsibilities

  • Manage and oversee engagement teams on buy-side and sell-side financial due diligence engagements.
  • Supervise, develop, and train staff on engagements while evaluating their performance.
  • Interact directly with managers and partners regarding client and engagement management.
  • Strengthen existing client relationships and develop new business opportunities with outstanding service.
  • Communicate with business owners and other stakeholders to ensure exceptional service delivery.
  • Invest in professional growth through participation in training and networking events.
  • Assist with recruiting activities including campus recruiting and employee referrals.

Benefits

  • Dynamic and flexible work environment.
  • Opportunities for career path advancement.
  • Engagement with private equity and corporate clients.
  • Professional development support through training sessions.
  • Employee Referral Bonus Program participation.
Full Job Description

Position Summary: 

Katz, Sapper & Miller (“KSM”) has aDirectoropportunity 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 providethe opportunity to drive your own career path & advancement. 

As aDirectoryou will have the opportunity to lead in an energetic atmosphere, oversee theassessment of quality of earnings, cash flows, working capital, key business drivers through analyzing financial details and discussions with management and their advisors.


Responsibilities:  

  • Manage and oversee engagement teams onbuy-side and sell-side financial due diligence engagements/projects.

  • Supervise,developand train staff on engagements. Evaluate performance and participatein individual's performance appraisal process

  • Interact directly withmanagersand partners on matters related to client and engagement management

  • Strengthen existing client relationships and developing new business opportunities by providing outstanding clientservice

  • Communicate with business owners, executive management, investors,lendersand 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 andexternally

  • Assistwith recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participatingin the firm's Employee Referral Bonus Program

  • Demonstrate excellent team skills, positiveattitudeand high ethical standards

Requirements/Qualifications: 
  • Eight (8+) years' experience in a large accounting firm in audit, financial advisory or transaction service linesor appliable experience in corporate finance or accounting. 

  • Five (5)+years’ of supervisory experience, mentoring and counseling associates desired

  • Relevant bachelor’s degree in accounting, finance orrelated

  • Certified public accountant (CPA)– preferred 

  • High motivation,initiativeand positive attitude

  • Excellent organizational skills with a demonstrated ability to multitask and handle multiple prioritiesappropriately

  • 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 variousindustries

  • Ability to comfortably interact with senior level client personnel, including supporting the preparation of andparticipatingin executive briefings

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