Senior Manager - Transaction Advisory Services jobs in United States
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Sikich · 1 day ago

Senior Manager - Transaction Advisory Services

Sikich is a global company specializing in Accounting, Advisory, and Technical professional services. The Senior Manager in Transaction Advisory Services will lead and mentor a team, manage client relationships, and contribute to business development efforts while ensuring high-quality service delivery.

AccountingAdviceBusiness Development
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H1B Sponsor Likelynote

Responsibilities

Mentor and lead TAS Associates and Managers
Manage TAS team responsibilities and work with Principals 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 Principals 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

Qualification

Financial due diligenceTransaction advisory experienceU.S. GAAP knowledgeCPA CertificationClient relationship managementProject management skillsServant leadershipSolutions focusedInstills trustImpact & influence thinkingCollaboration

Required

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

CPA Certification
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

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

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