Transaction Advisory Services Director
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Job Description
Director in Transaction Advisory Services at KSM managing buy-side and sell-side financial due diligence projects. Overseeing teams and developing client relationships in a leading advisory firm.
Responsibilities:
- 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
Requirements:
- Eight (8 +) years' experience in a large accounting firm in audit, financial advisory or transaction service lines or applicable experience in corporate finance or accounting
- Five (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
Benefits:
- Flexibility to manage your time
- Resources to grow
- Employee ownership since 2001
- Support for personal and career growth
- Opportunities for professional development
- A collaborative culture
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