Description

Associate - TAS Lender Services

(US - Remote)

Position Summary

Reporting to the Senior Manager, the Associate will ....

What will you do in this role?

• 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.

What do you need to succeed in this role?

• Bachelor's degree in Accounting or related field; CPA preferred.
• Minimum of 2 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.

In compliance with this state's pay transparency laws, the midpoint of the salary range for this role is $90,000. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location.

In addition, specific skills/experience required are as follows:

• 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.
• Impact & Influence Thinking - You gain support for ideas, proposals, and solutions, and get others to act, with or without formal authority, to advance initiatives/objectives.

Sikich Total Rewards

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 also takes pride in prioritizing team members' health, total wellbeing and time spent with family, friends and in the pursuit of personal goals, hobbies, and endeavors.

Some examples of our many benefits:

• Sikich maintains a Flexible Time Off (FTO) Policy. We encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At Sikich, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization.
• Sikich will also recognize paid holidays during the year and strives to permit employees to have time off 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 through our wellness provider to obtain gift cards and other rewards.

We also offer:

• Flexible work arrangements
• Health, dental, vision, life, and accident/death/disability insurance options
• HSA employer contribution
• Nine (9) paid holidays annually.
• A robust 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.

Want to learn more? Visit our Careers website or Glassdoor profile.

Sikich currently practices in an alternative practice structure in accordance with the AICPA Professional Code of Conduct and applicable law, regulations, and professional standards. Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients. Sikich LLC has a contractual arrangement with Sikich CPA LLC under which Sikich LLC provides Sikich CPA LLC with professional and support personnel and other services to support Sikich CPA LLC's performance of its professional services, and Sikich CPA LLC shares certain client information with Sikich LLC with respect to the provision of such services.

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