Associate - TAS Lender Services

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.
• Agregate, 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.

About Sikich

Sikich offers the public and private sectors a diverse platform of professional services across consulting, technology and compliance. Highly specialized and hands-on teams deliver integrated solutions rooted in deep industry experience. Our approach is strategically and thoughtfully designed to help our clients, teams and communities accelerate success.

Sikich Total Rewards

• Flexible Time Off (FTO) Policy
• Paid holidays
• Comprehensive wellness program
• Tuition reimbursement
• Employee referral bonus program
• Client referral bonus program
• Pet insurance
• FORCE – Sikich community volunteer program

Want to learn more?

Visit our Careers website or Glassdoor profile.

Sikich is an Equal Opportunity Employer M/F/D/V

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.