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Deal Advisory Jobs in Indiana (NOW HIRING)

... 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 ...

Sr Enterprise Sales Executive

New Haven, IN · On-site

$85K - $160K/yr

This is a true new-logo, advisory services role, focused on building a pipeline, running ... Own your pipeline with rigorous forecasting, disciplined front-end prospecting, and deal control ...

This is a true new-logo, advisory services role, focused on building a pipeline, running ... Own your pipeline with rigorous forecasting, disciplined front-end prospecting, and deal control ...

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Deal Advisory information

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.

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.

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 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 does a deal advisory associate do?

A deal advisory associate supports mergers, acquisitions, and other financial transactions by conducting due diligence, financial analysis, and valuation. They assist in preparing reports, financial models, and presentations, often using tools like Excel and PowerPoint, and work closely with clients and senior team members throughout the deal process.

What are the most commonly searched types of Deal Advisory jobs in Indiana?

The most popular types of Deal Advisory jobs in Indiana are:

Infographic showing various Deal Advisory job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 89% Full Time, 8% Part Time, and 2% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Transaction Advisory Services - Senior Associate

KSM Business Services, Inc.

Indianapolis, IN • On-site

$70 - $90/hr

Other

Re-posted 23 days ago


Job description

Job Overview

We are KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. Our workplace is designed to let your career and personal life thrive together – with flexible time management, growth resources, and a team that genuinely cares about your success. Employee‑owned since 2001, we foster a culture of collaboration, curiosity, and excellence, encouraging new ideas, different perspectives, and exploration of what excites you most.

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, allowing you to 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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