Senior Associate - TAS Lender Services

Senior Associate – Lender Services

What To Expect When You Join Sikich

Team members at Sikich share a common goal of growth and a unified purpose in our professional lives. We value diverse perspectives, challenge the status quo, and reward action to accelerate innovation and drive growth—for our clients, ourselves, and our communities.

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 – hyper focused on engaging employees, fostering their development, and building a positive culture.
• Solutions Focused – sees opportunities in every business problem and can develop, articulate, and implement solutions.
• Collaboration – builds relationships across all levels of the organization and across all business units.
• Instills Trust – acts with integrity, follows through on commitments, and is perceived as credible.
• Impact & Influence Thinking – gains support for ideas, proposals, and solutions, and gets others to act, with or without formal authority, to advance initiatives.

Sikich is a global company specializing in Accounting, Advisory, and Technical professional services. With employees across the globe, Sikich ranks as one of the largest professional services companies in the United States. Our extensive skillsets, built over decades of experience as entrepreneurs, business owners, and industry innovators, allow us to provide insights and transformative strategies to strengthen every dimension of our clients’ businesses.

Our team members enjoy expansive benefits ranging from competitive compensation and insurance options to wellness programs and a flexible time‑off policy, to name only a few.

• Sikich maintains a Flexible Time Off (FTO) Policy. Employees are encouraged to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.) from day one.
• Sikich will also recognize paid holidays during the year and strives to provide employees with time off during the last week of the calendar year when client and project work permits.
• Sikich offers a comprehensive wellness program to engage, challenge, and empower team members to take responsibility for their wellbeing. Activities can be tracked…