Sikich
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Title Manager – Lender Services
What To Expect When You Join Sikich Team members at Sikich have a lot in common while also being part of a rich and diverse 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 diverse perspectives, challenging the status quo and rewarding action, we accelerate innovation and drive growth – for our clients, for ourselves and for our communities.
Responsibilities
Mentor and lead LS Team
Manage LS team responsibilities and work with Directors and Partners 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 LS Team related to clients
Lead the collateral analysis for field exams
Consult financial statement information (income statements, balance sheets, and other reports) and provide thoughtful business observations and conclusions
Consult and support LS team members in the development of high-level reports and client presentations to support business strategy and need
Propose solutions to lender risks and problem solution tactics
Participate in the active recruitment and training of new LS 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 LS and the firm
Requirements
7+ years of experience in an audit or transaction advisory practice within a national or regional public accounting or consulting firm
Bachelor’s or master’s degree in accounting or related field (or equivalent experience)
Knowledge of U.S. GAAP
Strong project management experience
Travel on an as-needed basis
Preferred Skills
Demonstrated experience networking and communicating with lender advisory executives
CPA certification
Exceptional balance of strong audit skills and business acumen
Excellent interpersonal and communication skills to interact effectively with in-house team members and outside prospects and clients of the firm
Ability to be self-starter and confident when interacting with clients and asking questions
Ability to operate within tight deadlines and take responsibility for completing an engagement in a timely manner
Ability to apply critical thought and problem-solving skills
Proficiency in Microsoft Suite
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.
About Sikich Sikich is a global company specializing in Accounting, Advisory, and Technical professional services. With employees across the globe, Sikich ranks as one of the largest professional services companies in the United States. Our comprehensive skillsets, obtained over decades of experience as entrepreneurs, business owners and industry innovators, allow us to provide insights and transformative strategies to help strengthen every dimension of our clients’ businesses.
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.
In compliance with this state’s pay transparency laws, the midpoint of the salary range for this role is $135,000. 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.
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 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 its services.
Seniority level Mid-Senior level
Employment type Full-time
Job function Education and Training
Industries Business Consulting and Services
Referrals increase your chances of interviewing at Sikich by 2x
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Get AI-powered advice on this job and more exclusive features.
Title Manager – Lender Services
What To Expect When You Join Sikich Team members at Sikich have a lot in common while also being part of a rich and diverse 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 diverse perspectives, challenging the status quo and rewarding action, we accelerate innovation and drive growth – for our clients, for ourselves and for our communities.
Responsibilities
Mentor and lead LS Team
Manage LS team responsibilities and work with Directors and Partners 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 LS Team related to clients
Lead the collateral analysis for field exams
Consult financial statement information (income statements, balance sheets, and other reports) and provide thoughtful business observations and conclusions
Consult and support LS team members in the development of high-level reports and client presentations to support business strategy and need
Propose solutions to lender risks and problem solution tactics
Participate in the active recruitment and training of new LS 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 LS and the firm
Requirements
7+ years of experience in an audit or transaction advisory practice within a national or regional public accounting or consulting firm
Bachelor’s or master’s degree in accounting or related field (or equivalent experience)
Knowledge of U.S. GAAP
Strong project management experience
Travel on an as-needed basis
Preferred Skills
Demonstrated experience networking and communicating with lender advisory executives
CPA certification
Exceptional balance of strong audit skills and business acumen
Excellent interpersonal and communication skills to interact effectively with in-house team members and outside prospects and clients of the firm
Ability to be self-starter and confident when interacting with clients and asking questions
Ability to operate within tight deadlines and take responsibility for completing an engagement in a timely manner
Ability to apply critical thought and problem-solving skills
Proficiency in Microsoft Suite
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.
About Sikich Sikich is a global company specializing in Accounting, Advisory, and Technical professional services. With employees across the globe, Sikich ranks as one of the largest professional services companies in the United States. Our comprehensive skillsets, obtained over decades of experience as entrepreneurs, business owners and industry innovators, allow us to provide insights and transformative strategies to help strengthen every dimension of our clients’ businesses.
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.
In compliance with this state’s pay transparency laws, the midpoint of the salary range for this role is $135,000. 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.
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 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 its services.
Seniority level Mid-Senior level
Employment type Full-time
Job function Education and Training
Industries Business Consulting and Services
Referrals increase your chances of interviewing at Sikich by 2x
Sign in to set job alerts for “Manager Teaching” roles. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr