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KSM (Katz, Sapper & Miller) · 2 months ago

TAS Financial Due Diligence Director

Cincinnati, OH

Full-time

Onsite

Director/Executive

8+ years exp

KSM is one of the top 50 largest independent advisory, tax, and audit firms in the United States, known for its supportive and collaborative workplace culture. The TAS Financial Due Diligence Director will lead engagement teams on financial due diligence for private equity and corporate clients, overseeing the assessment of financial details and managing client relationships.

AccountingProfessional Services

Growth Opportunities

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

Qualification

Financial analysisSupervisory experienceCertified Public AccountantExcel skillsClient relationship managementCommunicationTeam collaborationPositive attitudeOrganizational skills

Required

(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