Senior Associate - Transaction Advisory Services
Sikich, Chicago, Illinois, United States, 60290
Position Summary
Reporting to the TAS Manager, the Senior Associate will work on financial due diligence and transaction advisory services. 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.
Location: Chicago, Illinois – Remote
Responsibilities
Perform (as part of a team) financial due diligence for clients acquiring businesses
Identify & analyze business & financial risks & opportunities while advising both strategic & private equity buyers & sellers on alternative strategies for acquisition, disposition, & restructuring of businesses
Aggregate, manipulate, & analyze target company data to identify historical & projected financial & operating trends, quality of earnings, & working capital considerations
Work on multiple projects of varying size & complexity
Participate in client meetings & site visits while interacting with top-level management to obtain pertinent information for financial analysis
Travel as needed to various client sites, domestic or international
Requirements
Bachelor’s degree (Accounting) or equivalent experience
4+ years’ public accounting experience, preferably within a transaction advisory role, CPA preferred
Exceptional professional communication skills, both verbal and written, with clients including C-level executives
Strong current knowledge of U.S. GAAP, familiarity with the M&A process and market, prior experience or familiarity in transaction advisory, private equity, or investment banking, and strong project management skills
Preferred Skills
Active CPA certification or in the process of obtaining one
Excellent interpersonal and communication abilities
Strong project management capabilities
Ability to flourish and be effective in fast-paced settings
Flexibility to work as a team member and as a single contributor
Proficiency in Microsoft 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 $116,104.63. 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.
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.
#J-18808-Ljbffr
Location: Chicago, Illinois – Remote
Responsibilities
Perform (as part of a team) financial due diligence for clients acquiring businesses
Identify & analyze business & financial risks & opportunities while advising both strategic & private equity buyers & sellers on alternative strategies for acquisition, disposition, & restructuring of businesses
Aggregate, manipulate, & analyze target company data to identify historical & projected financial & operating trends, quality of earnings, & working capital considerations
Work on multiple projects of varying size & complexity
Participate in client meetings & site visits while interacting with top-level management to obtain pertinent information for financial analysis
Travel as needed to various client sites, domestic or international
Requirements
Bachelor’s degree (Accounting) or equivalent experience
4+ years’ public accounting experience, preferably within a transaction advisory role, CPA preferred
Exceptional professional communication skills, both verbal and written, with clients including C-level executives
Strong current knowledge of U.S. GAAP, familiarity with the M&A process and market, prior experience or familiarity in transaction advisory, private equity, or investment banking, and strong project management skills
Preferred Skills
Active CPA certification or in the process of obtaining one
Excellent interpersonal and communication abilities
Strong project management capabilities
Ability to flourish and be effective in fast-paced settings
Flexibility to work as a team member and as a single contributor
Proficiency in Microsoft 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 $116,104.63. 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.
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.
#J-18808-Ljbffr