Transaction Advisory Services Associate

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

👻 Ghost score 10%

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Logo of KSM (Katz, Sapper & Miller)

KSM (Katz, Sapper & Miller)

201 - 500 employees

Founded 1923

💼 Consulting

🏥 Healthcare

💸 Finance

Consulting • Healthcare • Finance

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

• Assist team members in providing financial due diligence for clients acquiring businesses • Aid in evaluating potential transactions in the context of the client's investment thesis • Advise strategic and private equity buyers/sellers by identifying and analyzing business and financial risks or opportunities • Aggregate, manipulate, and analyze detailed financial and operational data • Identify financial and operating trends, quality of earnings, and working capital considerations • Participate in meetings and site visits with target company management • Interact with top-level management to obtain pertinent financial analysis information • Assist in building deal reports and presentations highlighting key financial and operational findings • Work on multiple projects of varying size and complexity

🎯 Requirements

• 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 • Strong current knowledge of U.S. Generally Accepted Accounting Principles • Familiarity with the M&A process and market • Strong project management skills and highly analytical • Capable of working in a demanding, deadline-driven environment independently or within a team dynamic • Ability to manage unexpected issues and/or questions professionally • Ability to adapt communication style to all levels of management, clients, and colleagues • Travel as needed to various client sites • CPA or CFA certification or working towards obtaining (preferred)

🏖️ Benefits

• Flexible work environment and flexibility to manage your time • Resources and support for career growth and professional development • Employee ownership/stake in collective success • Collaborative, supportive workplace culture • Opportunities to expand skills and tackle new challenges

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