Manager- Transaction Advisory Services jobs in United States
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Sikich · 11 hours ago

Manager- Transaction Advisory Services

Sikich is a global company specializing in Accounting, Advisory, and Technical professional services. In this role, you will lead day-to-day operations, manage a team, and communicate with senior management while developing associates and ensuring the successful delivery of client services.

AccountingAdviceBusiness Development
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H1B Sponsor Likelynote

Responsibilities

Lead day-to-day operations including managing a team through:
Drafting request lists and managing client communications regarding requested items
Managing the creation of databooks
Preparing materials for management meetings
Drafting adjusted EBITDA, adjusted net working capital, and debt and debt-like tables
Communicate with senior managers, directors, and principals on a regular basis
Develop associates and senior associates by coaching and providing real-time feedback
Comfortable prioritizing and working on multiple tasks including client work and internal initiatives

Qualification

Transaction advisory experienceCPA certificationProject management experienceUS GAAP knowledgeFinancial statement analysisCoaching skillsRelationship buildingCommunication skillsProblem-solving skillsAdaptability

Required

5+ years of experience in transaction advisory or audit
Bachelor's or Master's degree in accounting
CPA certification or strong knowledge of US GAAP
Project management experience
Calibrate style to communicate clearly and concisely
Ability and willingness to travel as needed
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

Preferred

Capacity to understand an entity through analyzing financial statements and creating analyses
Ability to identify and deploy analytical tools to solve problems
Desire to build strong relationships
Comfortable with ambiguity
Ability to induce structure on disorderly situations
Experience developing through on the job coaching and creating resources

Benefits

Flexible Time Off (FTO) Policy
Paid holidays during the year
Comprehensive wellness program
Flexible work arrangements
Health, dental, vision, life, and accident/death/disability insurance options
HSA employer contribution
Nine (9) paid holidays annually
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

Company

Sikich is a Chicago-based investment banking firm offering expert M&A and capital markets advisory services tailored to the middle market.

H1B Sponsorship

Sikich has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (5)
2022 (1)
2021 (1)
2020 (2)

Funding

Current Stage
Late Stage
Total Funding
$250M
Key Investors
Bain Capital
2024-05-09Private Equity· $250M

Leadership Team

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Bobby Roy
Partner
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Cameron Petroff
Chief Marketing Officer
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Company data provided by crunchbase