Transaction Advisory Services Manager

KSM•Chicago, IL

About The Position

KSM is one of the top 50 largest independent advisory, tax, and audit firms in the United States, distinguished by its people and culture. The firm is employee-owned since 2001, fostering a collaborative, curious, and excellent workplace where team members are supported, challenged, and given the freedom to excel. KSM prioritizes career and personal life balance, offering flexibility, growth resources, and a supportive team. The firm values new ideas and diverse perspectives, encouraging employees to explore their interests and make an impact on colleagues, clients, and communities. This Manager opportunity is within KSM's growing Transaction Advisory Services (TAS) team, offering a dynamic and flexible environment with learning opportunities. The role involves working with private equity and corporate clients on buy-side and sell-side financial due diligence engagements, providing a path for career advancement. As a manager, you will lead in an energetic atmosphere, actively participating in and leading quality of earnings projects through financial analysis and discussions with management and advisors.

Requirements

4-6 years' experience in a large accounting firm in audit, financial advisory or transaction service lines or applicable experience in corporate finance or accounting
Relevant bachelor’s degree in accounting, finance or related
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

Nice To Haves

1-3+ years’ supervisory experience, mentoring and counseling associates desired
Certified public accountant (CPA) – preferred

Responsibilities

Manage and oversee engagement teams on buy-side and sell-side financial due diligence engagements/ projects
Analyze financial and operational results of target companies
Evaluate financial information, identify diligence issues and opportunities as well as recommend post-acquisition actions
Prepare and review reports regarding due diligence and financial analysis
Research and analyze industry standards, trends and target companies
Work closely with executives, investment bankers, private equity and corporate clients, attorneys or other stakeholders
Supervise, develop and train staff on engagements
Evaluate performance and participate in individual's performance appraisal process
Interact directly with directors 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
Demonstrate excellent team skills, positive attitude and high ethical standards