Director- Transaction Advisory Services
Listed on 2026-01-07
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Management
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Finance & Banking
Corporate Finance, Financial Consultant
Director
- Transaction Advisory Services (US – Minneapolis, MN )
Team members at Sikich have a lot in common while also being part of a rich and varied 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 varied 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?
Reporting to a Principal the TAS Director will…
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
- 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
- CPA Certification
- Successful track record of building and cultivating a transaction advisory service practice
- 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
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