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Deal Advisory Jobs in Indiana (NOW HIRING)

Ksmcpa

TAS Tax Director

Indianapolis, IN · On-site

... deal community, pursue Tax Quality of Earnings (QofE) and tax diligence engagements, and enhance KSM's reputation as a premier transaction advisory provider. The successful candidate will combine ...

Deloitte

M&A Data Analytics Manager

Indianapolis, IN

We offer comprehensive end-to-end support and advisory services, covering areas such as mergers and ... Analyze financial & key performance indicator deal data for trends and outliers * Directly advise ...

JLL

Sales Coordinator

Indianapolis, IN · On-site

$18 - $24.50/hr

... advisory and technology for our clients. We are committed to hiring the best, most talented ... Prepare deal documents including Request for Proposals, Letters of Intent, renewal letters, leasing ...

Jones Lang LaSalle IP, Inc.

Sales Coordinator

Indianapolis, IN · On-site

$18 - $24.50/hr

... services, advisory and technology for our clients. We are committed to hiring the best, most ... Prepare deal documents including Request for Proposals, Letters of Intent, renewal letters, leasing ...

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All JobsDeal Advisory JobsDeal Advisory Jobs in Indiana

Deal Advisory information

How does a deal advisory professional typically collaborate with cross-functional teams during a transaction process?

Deal Advisory professionals regularly partner with colleagues from various departments, such as tax, legal, audit, and IT, to provide comprehensive support throughout mergers, acquisitions, or divestitures. They often coordinate due diligence efforts, share findings, and develop integrated solutions to help clients make informed decisions. Strong communication and project management skills are essential, as Deal Advisory professionals act as a bridge between teams to ensure all aspects of the transaction are addressed efficiently and effectively.

Is deal advisory the same as consulting?

Deal advisory is a specialized area within consulting that focuses on advising clients on mergers, acquisitions, divestitures, and financial transactions. While both involve strategic problem-solving and client advisory, deal advisory emphasizes transaction support, valuation, due diligence, and deal structuring, often requiring financial modeling and industry-specific expertise. Not all consulting roles are deal advisory, but deal advisory professionals typically work within consulting firms or financial advisory services.

What are the key skills and qualifications needed to thrive as a deal advisory professional, and why are they important?

To thrive as a Deal Advisory professional, you need strong analytical abilities, financial modeling skills, and a background in finance, accounting, or business, often supported by a relevant degree or professional certification (such as CPA or CFA). Proficiency in Excel, valuation tools, and financial analysis software is commonly required. Excellent communication, negotiation, and problem-solving skills help build client trust and facilitate smooth transaction processes. These competencies are crucial for delivering high-value advisory services and ensuring successful deal outcomes for clients.

What is deal advisory?

Deal Advisory is a specialized area within financial and consulting services that assists organizations in navigating complex transactions such as mergers, acquisitions, divestitures, and restructurings. Professionals in Deal Advisory provide strategic advice, due diligence, valuation, and negotiation support to help clients make informed decisions and maximize value from deals. Their work often involves analyzing financial data, assessing risks, and ensuring that transactions align with clients’ business objectives. Deal Advisory services are commonly offered by major accounting and consulting firms, and are crucial for companies looking to grow, restructure, or streamline their operations.

What is the difference between Deal Advisory vs Corporate Finance?

AspectDeal AdvisoryCorporate Finance
Required CredentialsTypically CPA, CFA, or similarOften CPA, CFA, or MBA
Work EnvironmentConsulting firms, advisory teamsInvestment banks, corporate offices
Employer & Industry UsageConsulting and advisory firmsFinancial institutions, corporations
Common Search & ComparisonYesYes

Deal Advisory and Corporate Finance both involve financial analysis and advising on transactions. Deal Advisory focuses on due diligence, transaction support, and strategic advice during mergers and acquisitions. Corporate Finance generally covers broader financial planning, capital raising, and valuation activities within companies or investment banks. While overlapping in skills and credentials, Deal Advisory is more transaction-specific, whereas Corporate Finance encompasses a wider range of financial management activities.

What do you do in deal advisory?

Deal advisory professionals assist clients with mergers, acquisitions, divestitures, and financial restructuring. They analyze financial data, perform valuation and due diligence, and provide strategic advice to support transaction decisions. Strong analytical skills and knowledge of financial modeling are essential in this role.
What are the most commonly searched types of Deal Advisory jobs in Indiana? The most popular types of Deal Advisory jobs in Indiana are:
Deal Advisory jobs near you
Infographic showing various Deal Advisory job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution.

Transaction Advisory Services - Senior Associate

KSM Business Services, Inc.

Indianapolis, IN • On-site

$77K - $95K/yr

Full-time

Re-posted 2 days ago

Job description

Job Description:
We're KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it's our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That's why we've built a workplace where your career and personal life can thrive together - where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success.
We've been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence - where new ideas are welcomed, different perspectives are valued, and you're encouraged to explore what excites you most. Whether you're expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that's right for you.
At KSM, your contributions matter - not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you're looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what's most important to you, we'd love to meet you.
Position Summary:
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.
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.

Requirements/Qualifications:
  • Bachelor's degree in Accounting or Finance.

  • 2-5 years of relevant experience, preferably within Transaction Advisory, Audit, or a related finance role.

  • CPA, CFA, or progress toward certification preferred.

  • 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.

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.
KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.

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