KSM (Katz, Sapper & Miller)

Transaction Advisory Services Director

KSM (Katz, Sapper & Miller)

full-time

Posted on:

Location Type: Remote

Location: United States

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Job Level

Lead

About the role

  • Manage and oversee engagement teams on buy-side and sell-side financial due diligence engagements/projects
  • Supervise, develop and train staff on engagements
  • Evaluate performance and participate in individual's performance appraisal process
  • Interact directly with managers and partners on matters related to client and engagement management
  • Strengthen existing client relationships and developing new business opportunities by providing outstanding client service
  • Communicate with business owners, executive management, investors, lenders and 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 and externally
  • Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program
  • Demonstrate excellent team skills, positive attitude and high ethical standards

Requirements

  • Eight (8 +) years' experience in a large accounting firm in audit, financial advisory or transaction service lines or applicable experience in corporate finance or accounting
  • Five (5)+ years’ of supervisory experience, mentoring and counseling associates desired
  • Relevant bachelor’s degree in accounting, finance or related
  • Certified public accountant (CPA) – preferred
  • High motivation, initiative and positive attitude
  • Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
  • 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
Benefits
  • Flexibility to manage your time
  • Resources to grow
  • Employee ownership since 2001
  • Support for personal and career growth
  • Opportunities for professional development
  • A collaborative culture
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial due diligenceauditfinancial advisorytransaction servicescorporate financequantitative analysisqualitative analysisExcelfinancial modelingdata-driven insights
Soft Skills
supervisory experiencementoringcounselingorganizational skillsmultitaskingcommunicationteam skillspositive attitudeinitiativeethical standards
Certifications
Certified Public Accountant (CPA)