Transaction Advisory Services Director

🕒 February 26

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KSM (Katz, Sapper & Miller)

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1923

💸 Finance

🏛️ Government

⚕️ Healthcare Insurance

Finance • Government • Healthcare Insurance

KSM (Katz, Sapper & Miller) is a leading advisory, tax, and audit firm offering innovative solutions to help clients achieve their organizational goals. The firm provides services such as government consulting, HITRUST assessment and validation services for healthcare data security, and tax increment financing consulting. KSM partners with organizations to foster growth and ensure long-term success, assisting in navigating complex situations and compliance challenges.

📋 Description

• 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