KSM (Katz, Sapper & Miller)
TAS Financial Due Diligence Director
KSM (Katz, Sapper & Miller), Indianapolis, Indiana, us, 46262
Join to apply for the
TAS Financial Due Diligence Director
role at
KSM (Katz, Sapper & Miller) .
We’re KSM, one of the largest independent advisory, tax, and audit firms in the United States. Our culture is built on the belief that great things happen when people are supported, challenged, and given the freedom to do their very best work. We offer a workplace where your career and personal life can thrive together through flexibility, resource support, and a team that genuinely cares about your success.
Position Summary Katz, Sapper & Miller (“KSM”) has a Director opportunity to join their growing Transaction Advisory Services (“TAS”) team. This role provides a dynamic & flexible environment, with learning opportunities in working with private equity and corporate clients on buy-side and sell-side financial due diligence engagements. The KSM TAS team will provide the opportunity to drive your own career path & advancement.
Responsibilities
Manage and oversee engagement teams on buy-side and sell-side financial due diligence engagements and projects.
Supervise, develop and train staff on engagements; evaluate performance and participate in individuals’ performance appraisal process.
Interact directly with managers and partners on matters related to client and engagement management.
Strengthen existing client relationships and develop 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 and refer experienced individuals to the firm and participate in the firm’s Employee Referral Bonus Program.
Demonstrate excellent teamwork, positive attitude and high ethical standards.
Requirements / Qualifications
(8+) years’ experience in a large accounting firm in audit, financial advisory or transaction service lines or applicable experience in corporate finance or accounting.
(5)+ years’ supervisory experience, mentoring and counseling associates desired.
Relevant bachelor’s degree in accounting, finance or related field.
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, meet tight deadlines and 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 at all client personnel levels in various industries.
Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings.
Location Indianapolis, IN
Salary Competitive, ranging from $133,171 to $216,403 annually.
EEO Statement 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.
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TAS Financial Due Diligence Director
role at
KSM (Katz, Sapper & Miller) .
We’re KSM, one of the largest independent advisory, tax, and audit firms in the United States. Our culture is built on the belief that great things happen when people are supported, challenged, and given the freedom to do their very best work. We offer a workplace where your career and personal life can thrive together through flexibility, resource support, and a team that genuinely cares about your success.
Position Summary Katz, Sapper & Miller (“KSM”) has a Director opportunity to join their growing Transaction Advisory Services (“TAS”) team. This role provides a dynamic & flexible environment, with learning opportunities in working with private equity and corporate clients on buy-side and sell-side financial due diligence engagements. The KSM TAS team will provide the opportunity to drive your own career path & advancement.
Responsibilities
Manage and oversee engagement teams on buy-side and sell-side financial due diligence engagements and projects.
Supervise, develop and train staff on engagements; evaluate performance and participate in individuals’ performance appraisal process.
Interact directly with managers and partners on matters related to client and engagement management.
Strengthen existing client relationships and develop 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 and refer experienced individuals to the firm and participate in the firm’s Employee Referral Bonus Program.
Demonstrate excellent teamwork, positive attitude and high ethical standards.
Requirements / Qualifications
(8+) years’ experience in a large accounting firm in audit, financial advisory or transaction service lines or applicable experience in corporate finance or accounting.
(5)+ years’ supervisory experience, mentoring and counseling associates desired.
Relevant bachelor’s degree in accounting, finance or related field.
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, meet tight deadlines and 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 at all client personnel levels in various industries.
Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings.
Location Indianapolis, IN
Salary Competitive, ranging from $133,171 to $216,403 annually.
EEO Statement 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.
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