Transaction Advisory Services – Senior Associate

Position Summary:

Katz, Sapper & Miller (KSM) is seeking aSenior Associateto join our growingTransaction Advisory Services (TAS)practice. This roleprovidesthe opportunity to take a leading role in buy-side and sell-side financial due diligence engagements for private equity and corporate clients. As a Senior Associate, you will oversee portions of engagements, supervise and develop Associates, and play a keypartin delivering high-quality analyses and insights that help clients make informed investment decisions.

The position offers a dynamic and flexible work environment with exposure to a wide variety of industries and transaction types.You’llbuild deep financial acumen, develop project leadership skills, and contribute to the continued growth of KSM’s TAS practice.

Responsibilities:

• Lead day-to-day execution of financial due diligence engagements, managingworkflowand ensuring deliverables meet client expectations.

• Review and analyze target company financial statements, quality of earnings, working capital, and key business drivers.

• Identifyand evaluate deal issues, business risks, and opportunities that may affect valuation or transaction structure.

• Prepare and reviewdatabooks, analyses, and diligence reports; ensure findings are supported, clearly communicated, and aligned with the client’s investment thesis.

• Lead management meetings with target company executives; summarize key findings and follow-up actions.

• Supervise and coach Associates, providing detailed feedback and fostering their technical and professional development.

• Communicate effectively with clients, investors, and internal stakeholders,demonstratingprofessionalism and sound judgment.

• Apply a growing understanding of GAAP and industry-specific accounting toidentifyrelevant adjustments and trends.

• Contribute to engagement planning, including scoping, data request lists, and project timelines.

• Participate in practice development initiatives, including recruiting, training, and process improvement projects.

Requirements/Qualifications:

• Bachelor’s degree in Accounting or Finance.

• 2–5 years of relevant experience, preferably within Transaction Advisory, Audit, ora relatedfinance role.

• CPA, CFA, or progress toward certification preferred.

• Strong understanding of U.S. GAAP and the M&A process.

• Proficiencyin Excel, including complex modeling,databookdesign, and financial analytics.

• Excellent written and verbal communication skills, including the ability to synthesize complex findings clearly.

• Strong project management and leadership skills; proven ability to manage multiple projects and teams.

• Highly analytical, detail-oriented, and comfortable in a fast-paced, deadline-driven environment.

• Ability to interact professionally with clients and colleagues at all levels, exercising discretion and judgment.