TAS Financial Due Diligence Director

KSM (Katz, Sapper & Miller)-posted 2 months ago

Full-time • Senior

Cincinnati, OH

501-1,000 employees

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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. As a Director you will have the opportunity to lead in an energetic atmosphere, oversee the assessment of quality of earnings, cash flows, working capital, key business drivers through analyzing financial details and discussions with management and their advisors.

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.

(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’ 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.
Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries.
Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings.

Flexible work environment
Employee ownership since 2001
Opportunities for professional development
Supportive team culture

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