Job Description:
We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success.
We’ve been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you.
At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you.
As a Senior Associate you will have the opportunity to lead in an energetic atmosphere, actively participating in assessing the target’s quality of earnings, cash flows, working capital and key business drivers through analyzing financial details and discussions with management and their advisors.
Lead 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 the target company's detailed financial and operational data to identify financial and operating trends, quality of earnings & working capital considerations
Lead meetings and site visits with target company management, interacting with top-level management to obtain pertinent financial analysis information
Lead the build of deal reports and presentations for clients that highlight key financial and operations findings that may impact or drive the client's investment thesis
Work on multiple projects of varying size & complexity
Help supervise, train and develop other TAS associates and interns
Bachelor's degree in Accounting or Finance
A minimum of 2-5 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.
Skills Required
- Bachelor's degree in Accounting or Finance
- 2-5 years of experience, preferably in audit, transaction advisory, or finance-related roles
- CPA or CFA certification, or progress toward obtaining one
- Strong current knowledge of U.S. Generally Accepted Accounting Principles
- Familiarity with the M&A process and market
- Strong project management and analytical skills
- Ability to work in demanding, deadline-driven environments independently and collaboratively
- Ability to adapt communication style for management, clients, and colleagues at all levels
- Willingness to travel to various client sites as needed
What We Do
KSM (Katz, Sapper & Miller) is a nationally recognized advisory, tax, and audit firm. Through our deep experience across multiple disciplines and industries, we help our clients make sense of where they’ve been, what’s on the horizon, what’s changing, and what they need to do to prosper in the years ahead. We leverage emerging technologies, combined with our people’s differing perspectives, ingenuity, and creativity, to help our clients solve their most difficult challenges. KSM’s mission is also our passion and our commitment: We inspire great people to do great things. Our success starts with our people, the true assets of our firm. KSM is a place where you’ll be encouraged to find your purpose, exercise your creativity, and drive innovation forward. It’s a place where you’ll be challenged, advance quickly, and work in a stimulating, flexible, and supportive environment. At KSM, we’re always looking for remarkable people to join our team. Check our Jobs section to explore a career full of possibilities
