Assistant Manager / Manager - Transaction Advisory Services

Sikich is seeking a Transaction Advisory Services Assistant Manager / Manager with 10+ years of experience, including minimum 5 years of experience in financial due diligence and related areas for the US market is preferred. The successful candidate will play a key role in managing buy-side and sell-side financial due diligence engagements, analyzing financial data, and providing strategic advice to clients across various industries

About the firm

Sikich ( is a global company specializing in technology enabled-professional services. Sikich draws on a diverse portfolio of technology solutions to deliver transformative digital strategies and ranks as one of the largest CPA firms in the United States. Our dynamic environment attracts top-notch employees who enjoy being at the cutting edge and seeing every day how their work makes a difference.

Job Responsibilities

Manage financial due diligence for clients acquiring businesses

Identify and analyze business and financial risks and opportunities while advising both strategic and private equity buyers & sellers on alternative strategies for acquisition, disposition, and restructuring of businesses

Aggregate, refine, and analyse target company data to identify historical and projected financial and operating trends, quality of earnings, and working capital considerations

Work on multiple projects of varying size and complexity

Lead day-to-day operations including managing a team through :

Drafting request lists and managing client communications regarding requested items

Managing the creation of databooks

Preparing materials for management meetings

Drafting adjusted EBITDA, adjusted net working capital, and debt and debt-like tables

Prepare detailed reports and presentations summarizing findings and recommendations

Communicate with senior managers, directors, and principals on a regular basis

Develop associates and senior associates by coaching and providing real-time feedback

Comfortable prioritizing and working on multiple tasks including client work and internal initiatives

Requirements for Successful Candidate

CA or CPA(US) or CFA(US) certifications with a bachelor’s or master’s degree in accounting or finance

Minimum 5+ years of experience in transaction advisory services or audit

Strong current knowledge of U.S. GAAP

Project management experience

Calibrate style to communicate clearly and concisely

Capacity to understand an entity through analyzing financial statements and creating analyses

Ability to identify and deploy analytical tools to solve problems

Desire to build strong relationships

Comfortable with ambiguity

Ability to induce structure on disorderly situations

Experience developing through on the job coaching and creating resources