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Transaction Advisory Services Manager

KSM Business Services, Inc.

Position Summary KSM offers a Manager position in the Transaction Advisory Services (TAS) team. The role involves working on buy‑side and sell‑side financial due diligence engagements with private equity and corporate clients, leading engagement teams, and shaping your own career path within a dynamic, flexible environment. Responsibilities Manage and oversee engagement teams on buy‑side and sell‑side financial due diligence engagements and projects. Analyze financial and operational results of target companies. Evaluate financial information, identify diligence issues and opportunities, and 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, and other stakeholders. Supervise, develop, and train staff on engagements. Evaluate performance and participate in individuals’ performance appraisal processes. Interact directly with directors and partners on client and engagement management matters. Strengthen existing client relationships and develop new business opportunities through outstanding client service. Communicate with business owners, executive management, investors, lenders, and other sophisticated parties to ensure exceptional client service. Invest in professional development by actively participating in training sessions and networking events both internally and externally. Demonstrate excellent team skills, a positive attitude, and high ethical standards. Qualifications 4–6 years’ experience in a large accounting firm in audit, financial advisory, transaction services, or applicable experience in corporate finance or accounting. 1–3+ years’ supervisory experience, mentoring and counseling associates preferred. 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 manage multiple priorities. 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 with all levels of client personnel across various industries. Ability to interact comfortably with senior‑level client personnel, including supporting preparation and participation in executive briefings. 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. #J-18808-Ljbffr KSM Business Services, Inc.

Vacancy posted 5 days ago
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