Senior Associate - TAS Lender Services

Senior Associate - Lender Services What to expect when you join Sikich

Team members at Sikich have a lot in common while also being part of a rich and diverse 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 diverse perspectives, challenging the status quo and rewarding action, we accelerate innovation and drive growth - for our clients, for ourselves and for our communities.

The professional services landscape continues to evolve. For Sikich, this means we have an opportunity to further cement our leadership position in this industry and continue to grow our organization in increasingly exciting ways. This growth is meaningful for every team member at our company because larger companies simply see more interesting client opportunities and can attract impressively talented individuals like you.

Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice.

Do you want to work with other skilled practitioners and serve clients in a way that makes a difference? Are you seeking a supportive environment backed by a deep and extensive set of skillsets? Are you ready to make an impact and be acknowledged for your contributions? If you answered yes to these questions, we see a mutually beneficial and gratifying relationship on the horizon!

Are you ready to grow with us?

The Senior Associate will support clients in the Transaction Advisory Services-Lender Services team, focusing on financial due diligence, quality of earnings analysis, and financial consulting for mergers, acquisitions, and lending engagements. This role offers exposure to both strategic and private equity transactions, as well as lender-side evaluations.

• Perform financial due diligence for clients acquiring or divesting businesses, including analysis of quality of earnings, working capital, and financial trends.
• Aggregate, manipulate, and analyze target company data to identify historical and projected financial and operational performance.
• Identify and assess business and financial risks and opportunities, advising clients on strategies for acquisition, disposition, and restructuring.
• Participate in client meetings and site visits, engaging with senior management to gather key financial insights.
• Conduct collateral analyses and field examinations for lender clients, including banks and non-bank institutions.
• Review financial statements (income statements, balance sheets, etc.) and provide thoughtful business observations and conclusions.
• Develop client-facing reports and presentations that support strategic decision-making.
• Propose solutions to lender risks and contribute to tactical recommendations.
• Work on multiple projects of varying size and complexity, often under tight deadlines.
• Travel as needed to client sites, both domestic and international.

• Bachelor's degree in Accounting or related field; CPA preferred.
• Minimum of 4 years of experience in audit, transaction advisory, or lender advisory within a public accounting or consulting firm.
• Strong knowledge of U.S. GAAP and familiarity with M&A and lending processes.
• Excellent verbal and written communication skills, including experience interacting with C-level executives.
• Strong analytical and project management skills.
• Proficiency in Microsoft Office Suite.

• 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.
• Impa…