Transaction Advisory Services Associate

KSM (Katz, Sapper & Miller)

Associate opportunity in Transaction Advisory Services team at KSM. Provide due diligence for clients on financial transactions with private equity and corporate clients.

Posted 7/21/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial due diligence, analysis of business and financial risks, and the M&A process. Proficient in aggregating and analyzing financial data to support investment decisions and effectively communicating findings to stakeholders.

Highest-signal resume keywords

Financial Due DiligenceU.S. Generally Accepted Accounting PrinciplesM&A Process FamiliarityProject Management SkillsCPA or CFA Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisData AggregationOperational Data AnalysisQuality of Earnings AssessmentWorking Capital Analysis

Soft Skills

Analytical SkillsCommunication SkillsTeam CollaborationProblem-Solving SkillsAdaptability

Certifications & Qualifications

CPACFA

Industry Keywords

Transaction AdvisoryAuditFinancial RisksInvestment ThesisClient Management

About the role

Key responsibilities & impact

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

What you’ll need

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

Benefits

Comp & perks

flexibility to manage your time
resources to grow
team that genuinely cares about your success