Director- Transaction Advisory Services

Sikich•Chicago, IL

19d

About The Position

Director- Transaction Advisory Services (US – Chicago, IL) What to expect when you join Sikich 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…

Requirements

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
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.

Nice To Haves

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

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

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.
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.