Senior Associate- Transaction Advisory Services- Lender Services

Senior Associate - Transaction Advisory Services- Lender Services

What to expect when you join the Sikich family

Team members at Sikich have a lot in common while also being part of a rich and varied group of contributors, creating a distinct and thriving culture. Chief among our commonalities is a desire for growth and a shared unity of purpose in our professional lives. We believe that through varied perspectives, challenging the status quo and rewarding action, we accelerate innovation and drive growth - for our clients, for ourselves and for our communities.

The professional services landscape continues to evolve. For Sikich, this means we have an opportunity to further cement our leadership position in this industry and continue to grow our organization in increasingly exciting ways. This growth is meaningful for every team member at our company because larger companies simply see more interesting client opportunities and can attract impressively talented individuals like you. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice.

Do you want to work with other skilled practitioners and serve clients in a way that makes a difference? Are you seeking a supportive environment backed by a deep and extensive set of skillsets? Are you ready to make an impact and be acknowledged for your contributions? If you answered yes to these questions, we see a mutually beneficial and gratifying relationship on the horizon!

Are you ready to grow with us?

LENDER SERVICES (LS)

Working in a fast-paced environment while also dealing hands-on with valued clients, LS professionals at Sikich are highly motivated and detail-oriented individuals. Professionals in this field possess excellent communication skills and are comfortable providing strategic and tactical lending advice and recommendations to firm clients. Our LS professionals utilize technology to deliver effective client solutions and spend time researching new and developing changes in the field. Sikich's LS team members are educated in finance, accounting and related fields. The LS team assists clients with lender due diligence, field examinations, and various financial consulting projects for bank and non-bank lenders.

Position Summary:

The Senior Associate will support clients in the Transaction Advisory Services-Lender Services team, focusing on financial due diligence, quality of earnings analysis, and financial consulting for mergers, acquisitions, and lending engagements. This role offers exposure to both strategic and private equity transactions, as well as lender-side evaluations.

Essential Duties & Responsibilities:

• Perform financial due diligence for clients acquiring or divesting businesses, including analysis of quality of earnings, working capital, and financial trends.
• Aggregate, manipulate, and analyze target company data to identify historical and projected financial and operational performance.
• Identify and assess business and financial risks and opportunities, advising clients on strategies for acquisition, disposition, and restructuring.
• Participate in client meetings and site visits, engaging with senior management to gather key financial insights.
• Conduct collateral analyses and field examinations for lender clients, including banks and non-bank institutions.
• Review financial statements (income statements, balance sheets, etc.) and provide thoughtful business observations and conclusions.
• Develop client-facing reports and presentations that support strategic decision-making.
• Propose solutions to lender risks and contribute to tactical recommendations.
• Work on multiple projects of varying size and complexity, often under tight deadlines.
• Travel as needed to client sites, both domestic and international.

Qualifications:

• Bachelor's degree in Accounting or related field; CPA preferred.
• Minimum of 4 years of experience in audit, transaction advisory, or lender advisory within a public accounting or consulting firm.
• Strong knowledge of U.S. GAAP and familiarity with M&A and lending processes.
• Excellent verbal and written communication skills, including experience interacting with C-level executives.
• Strong analytical and project management skills.
• Proficiency in Microsoft Office Suite.

In addition, specific skills/experience required are as follows:

• Servant Leader - You are hyper focused on engaging employees, fostering their development, and building a positive culture.
• Solutions Focused - You see opportunities in every business problem and can develop, articulate, and implement solutions.
• Collaboration - You are a relationship builder across all levels of the organization and across all business units.
• Instills Trust - You do what you say, and you follow through on commitments, you act with integrity, you are consistent and are perceived as credible.
• Impact & Influence Thinking - You gain support for ideas, proposals, and solutions, and get others to act, with or without formal authority, to advance initiatives/objectives.

About Sikich

Sikich is a global company specializing in Accounting, Advisory, and Technical professional services. With employees across the globe, Sikich ranks as one of the largest professional services companies in the United States. Our comprehensive skillsets, obtained over decades of experience as entrepreneurs, business owners and industry innovators, allow us to provide insights and transformative strategies to help strengthen every dimension of our clients' businesses.

Sikich Total Rewards

Our team members enjoy expansive benefits ranging from competitive compensation and insurance options to wellness programs and a flexible time off policy, to name only a few. Sikich also takes pride in prioritizing team members' health, total wellbeing and time spent with family, friends and in the pursuit of personal goals, hobbies, and endeavors.

In compliance with this state's pay transparency laws, the midpoint of the salary range for this role is $112,450. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location.

Some examples of our many benefits:

• Sikich maintains a Flexible Time Off (FTO) Policy. We encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At Sikich, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization.
• Sikich will also recognize paid holidays during the year and strives to permit employees to have time off the last week of the calendar year when client and project work permits.
• Sikich offers a comprehensive wellness program to engage, challenge and empower team members to take responsibility for their wellbeing. Activities can be tracked through our wellness provider to obtain gift cards and other rewards.

We also offer:

• Flexible work arrangements
• Health, dental, vision, life, and accident/death/disability insurance options
• HSA employer contribution
• Nine (9) paid holidays annually.
• A robust paid Parental Bonding Leave program covering birth, adoption, and foster children.
• 401(k) with employer contributions
• CPA bonus with four (4) paid exam days & four (4) paid study days.
• Tuition reimbursement
• Generous employee referral bonus program
• Client referral bonus program
• Pet insurance
• FORCE - Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities.

Want to learn more? Visit our Careers website or Glassdoor profile.

Sikich is an Equal Opportunity Employer M/F/D/V

Official correspondence will come from a Sikich.com email address and applicants/candidates are invited to contact us directly to verify communications

Sikich currently practices in an alternative practice structure in accordance with the AICPA Professional Code of Conduct and applicable law, regulations, and professional standards. Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients. Sikich LLC has a contractual arrangement with Sikich CPA LLC under which Sikich LLC provides Sikich CPA LLC with professional and support personnel and other services to support Sikich CPA LLC's performance of its professional services, and Sikich CPA LLC shares certain client information with Sikich LLC with respect to the provision of such services.

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