Director – Transaction Advisory Services

KSM (Katz, Sapper & Miller)

Director of Transaction Advisory Services at KSM, managing due diligence projects for private equity and corporate clients. Leading teams and developing client relationships in a dynamic environment.

Posted 7/24/2026full-timeRemote • 🇺🇸 United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in financial due diligence, client management, and team leadership, with a strong focus on delivering exceptional client service and developing business opportunities. Proficient in financial analysis, mentoring staff, and managing multiple priorities in a fast-paced environment.

Highest-signal resume keywords

Financial Due Diligence ManagementTeam Leadership and DevelopmentClient Relationship ManagementFinancial Analysis and ModelingCertified Public Accountant (CPA)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisQuantitative AnalysisQualitative AnalysisExcel SkillsFinancial Modeling

Soft Skills

Excellent CommunicationOrganizational SkillsPositive AttitudeTeam SkillsInitiative

Certifications & Qualifications

Certified Public Accountant (CPA)

Industry Keywords

Financial AdvisoryTransaction ServicesCorporate FinanceAuditClient Service

About the role

Key responsibilities & impact

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

What you’ll need

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
Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings.

Benefits

Comp & perks

Flexibility to manage your time
Resources to grow
Team support for success
Professional development opportunities