Manager - TAS Lender Services

Manager - Lender Services

Position Summary

• 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

• 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

• 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

• 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.

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 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.

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