Financial Analyst

KSM (Katz, Sapper & Miller) • Grand Rapids, MI

1d

About The Position

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. Financial Analyst Responsibilities: The financial analyst position serves to support the Charter team in managing its M&A client engagement projects, venture capital activities, and junior capital investing activities. Specific responsibilities include: Perform as a part of a team on M&A, capital raise, and venture capital engagements. Perform financial deal analysis using historical and projected financial information. Perform and execute financial and industry due diligence. Prepare client marketing pitches and management presentations. Prepare valuation analysis and technical financial modeling analysis. Assist in engagement marketing, planning, and execution. • Proactively build and maintain direct contact with clients, industry professionals, and prospective clients. Actively participate in the firm’s business development activities. What we expect from you Financial analyst candidates are expected to meet the following qualifications: Bachelor’s degree with a major in Finance, Accounting or Economics. Analytical Skills: Candidate must be able to understand business models in detail, produce pertinent research on market trends, competitor products and customer profiles, and be able to support an investment thesis for a specific industry sector or market. This involves due diligence such as visiting companies, speaking with customers, suppliers, and competitors, and modeling the financials to determine the company’s valuation. Candidate must be able to process various kinds of data, interpret the data effectively, and reach a conclusion. Interpersonal Skills: These skills are essential for establishing the network of contacts that will support the candidate throughout their career with Charter. These contacts will help them with sourcing deals and will provide access to individuals with industry expertise and managerial capabilities. Technical Skills: Candidate will be expected to be proficient in Microsoft Office and leverage all of Charter’s subscriptions and open-source utilities which will help them in producing relevant market research. We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the U.S. 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.

Requirements

• Bachelor’s degree with a major in Finance, Accounting or Economics.
• Analytical Skills: Candidate must be able to understand business models in detail, produce pertinent research on market trends, competitor products and customer profiles, and be able to support an investment thesis for a specific industry sector or market. This involves due diligence such as visiting companies, speaking with customers, suppliers, and competitors, and modeling the financials to determine the company’s valuation. Candidate must be able to process various kinds of data, interpret the data effectively, and reach a conclusion.
• Interpersonal Skills: These skills are essential for establishing the network of contacts that will support the candidate throughout their career with Charter. These contacts will help them with sourcing deals and will provide access to individuals with industry expertise and managerial capabilities.
• Technical Skills: Candidate will be expected to be proficient in Microsoft Office and leverage all of Charter’s subscriptions and open-source utilities which will help them in producing relevant market research.

Responsibilities

• Perform as a part of a team on M&A, capital raise, and venture capital engagements.
• Perform financial deal analysis using historical and projected financial information.
• Perform and execute financial and industry due diligence.
• Prepare client marketing pitches and management presentations.
• Prepare valuation analysis and technical financial modeling analysis.
• Assist in engagement marketing, planning, and execution.
• Proactively build and maintain direct contact with clients, industry professionals, and prospective clients.
• Actively participate in the firm’s business development activities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level