Assistant Manager/Manager - Transaction Advisory

Sikich is seeking a Transaction Advisory 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