Description

TRANSACTION ADVISORY SERVICES DIRECTOR REMOTE FULL TIME

Do you want to work for a rapidly growing, fast-paced global professional services firm with countless opportunities for progression?

At Sikich, we believe in empowering our employees.

ABOUT SIKICH

Sikich LLP is a global company specializing in technology enabled-professional services. With employees across the nation, Sikich draws on a diverse portfolio of technology solutions to deliver transformative digital strategies and ranks as one of the largest CPA firms in the United States. Our dynamic environment attracts top-notch employees who enjoy being at the cutting edge and seeing every day how their work makes a difference. Visit our Glassdoor profile to learn more.

TRANSACTION ADVISORY SERVICES (TAS)

Working in a fast-paced environment while also dealing hands-on with valued clients, TAS 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 transaction advice and recommendations to firm clients. Our TAS professionals utilize technology to deliver effective client solutions and spend time researching new and developing changes in the field. Sikich’s TAS team members are educated in finance, accounting and related fields.  The TAS team assists clients with buy and sell side due diligence, quality of earnings reports and various financial consulting projects for M&A.

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Responsibilities

  • Mentor and lead TAS Associates and Managers
  • Manage TAS team responsibilities and work with Partners on a regular basis
  • Assist and maintain an updated budget and fee analysis
  • Ability to service multiple chargeable client engagements simultaneously 
  • Review and continuously evaluate reports and projects from TAS Associates related to clients
  • Lead the Quality of Earnings, P&L and Working Capital analyses
  • Consult financial statement information (income statements, balance sheets, cash flow and other reports) and provide thoughtful business observations and conclusions
  • Consult and support TAS team members in the development of high level reports and client presentations to support business strategy and need
  • Assist Partners in sales and business development efforts
  • Contribute to new client business/add business from current clients
  • Develop and engage training initiatives for TAS team members
  • Manage client interaction and relationships daily 
  • Maximize the value the client is receiving from Sikich 
  • Propose solutions to transaction risks and problem solution tactics
  • Participate in the active recruitment and training of new TAS team members, specifically Associates
  • Active participation in team meetings, calls, client relations and serve as secondary point of contact for clients when needed
  • Actively engages and seeks new business opportunities for aspects of TAS and the firm

Requirements

  • 10+ years of experience in an audit or transaction advisory practice within a national or regional public accounting or consulting firm
  • 5+ years’ experience with financial due diligence or advisory experience
  • Experience servicing private equity groups, family offices, strategic buyers and investment bankers
  • Experience developing and overseeing staff on both engagements and career paths
  • Bachelor’s or master’s degree in accounting or related field (or equivalent experience)
  • Knowledge of U.S. GAAP
  • CPA Certification

Preferred Skills

  • Successful track record of building and cultivating a transaction advisory service practice
  • Strong project management skills
  • Proficiency in Microsoft Suite
  • Demonstrates in-house abilities to identify and address client needs, including developing and maintaining meaningful client relationships and understanding the client's business 
  • Keeps up to date with the transaction and advisory services industry, and private equity group (PEG), following the progress of the industry 
  • Must possess a high degree of integrity and confidentiality 

SIKICH CORE VALUES

Absolute Integrity

Continuous Innovation

Accountability

Stewardship

At Sikich, our core values are of the utmost importance to our leaders. Sikich provides a positive environment focused on growth, recognition, teamwork and success. We believe our people are our greatest asset and strive to ensure that our employees feel empowered, challenged, comfortable and valued.

SIKICH BENEFITS

Our employees enjoy expansive benefit offerings, ranging from wellness programs to our flexible time off policy. Sikich prioritizes our employees’ personal welfare; making sure our staff’s health, family time and well-being are not compromised in order to further their career.

  • Our flexible time off policy encourages every full-time employee to take off at least four weeks for personal, vacation or sick leave. This benefit is activated as soon as you start with the firm.
  • We observe firm-wide office closure during the week between Christmas and New Year’s Day.
  • Sikich encourages employees to work remotely from their home office in most roles.
  • We provide a wellness program to engage, challenge and empower you to take responsibility for your own well-being. Activities can be tracked through our wellness provider to obtain gift cards or other rewards.
  • We also offer:
    • Health, dental, vision, life and accident/death/disability insurance options
    • 12-weeks of parental leave for birth or adoption of a child
    • 7 paid holidays annually
    • 401(k) with employer contributions
    • Employee referral bonus program
    • FORCE – our community volunteer program (each employee may use up to 4 hours of paid time annually to volunteer and make a difference in their local communities)
    • Compensated learning and development opportunities, including the firm-wide program, Sikich University
    • Flexible Time Off
    • Resources to countless subject-matter experts, who are eager to teach
    • The opportunity to move between divisions within the firm
  • MORE

WE WANT YOU AT OUR AWARD-WINNING FIRM

Sikich has been honored with several awards for our services and work culture. A few of our top achievements include:

  • Inner Circle for Microsoft Dynamics
  • Oracle® NetSuite 5 Star Award
  • Accounting Today Top 100 Firms
  • Best Places to Work in Illinois
  • Best Places to Work in Indiana
  • Milwaukee’s Best and Brightest Companies to Work For®
  • Chicago’s Best and Brightest Companies to Work For®
  • Boston’s Best and Brightest Companies to Work For®
  • Bob Scott’s Top 100 Value Added Reseller Stars (VARs)

 

Visit our Glassdoor profile to learn more

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

 

* Securities offered through Sikich Corporate Finance LLC, member FINRA/SIPC. Investment advisory services offered through Sikich Financial, an SEC Registered Investment 1