Transaction Advisory Services - Senior Associate

KSM (Katz, Sapper & Miller)•Chicago, IL

About The Position

Katz, Sapper & Miller (KSM) is seeking a Senior Associate to join our growing Transaction Advisory Services (TAS) practice. This role provides the 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 key part in 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’ll build deep financial acumen, develop project leadership skills, and contribute to the continued growth of KSM’s TAS practice.

Requirements

Bachelor’s degree in Accounting or Finance.
2–5 years of relevant experience, preferably within Transaction Advisory, Audit, or a related finance role.
Strong understanding of U.S. GAAP and the M&A process.
Proficiency in Excel, including complex modeling, databook design, 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.

Nice To Haves

CPA, CFA, or progress toward certification preferred.

Responsibilities

Lead day-to-day execution of financial due diligence engagements, managing workflow and ensuring deliverables meet client expectations.
Review and analyze target company financial statements, quality of earnings, working capital, and key business drivers.
Identify and evaluate deal issues, business risks, and opportunities that may affect valuation or transaction structure.
Prepare and review databooks, 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, demonstrating professionalism and sound judgment.
Apply a growing understanding of GAAP and industry-specific accounting to identify relevant 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.