Senior Associate - Transaction Advisory Services jobs in United States
cer-icon
Apply on Employer Site
company-logo

Sikich · 4 hours ago

Senior Associate - Transaction Advisory Services

Sikich is a global company specializing in Accounting, Advisory, and Technical professional services. The Senior Associate in Transaction Advisory Services will perform financial due diligence, analyze business risks and opportunities, and work closely with clients to provide strategic advice on acquisitions and restructurings.

AccountingAdviceBusiness Development
check
H1B Sponsor Likelynote

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

Qualification

CPAU.S. GAAPTransaction advisoryFinancial analysisProject managementProfessional communicationSolutions focusedInterpersonal skillsCollaborationTrustworthiness

Required

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 of the M&A process and market, prior experience or familiarity in transaction advisory, private equity, or investment banking, and strong project management skills

Preferred

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

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
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

leader-logo
Bobby Roy
Board Member
linkedin
leader-logo
Cameron Petroff
Chief Marketing Officer
linkedin
Company data provided by crunchbase