Senior - Transaction Advisory Services

Senior - Transaction Advisory Services (49786)

Join to apply for the Senior - Transaction Advisory Services (49786) role at Citrin Cooperman

$70,000.00/yr - $/yr

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!

• Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers
• Prepare Excel data packs and write sections of due diligence reports
• Conduct on-site and/or phone interviews with C-level personnel at acquisition targets
• Analyze historical financial and operating results of target companies
• Prepare financial models related to mergers, acquisitions, or other related transactions
• Perform industry research as needed on engagements
• Assist with the coordination of the day-to-day duties of planning, fieldwork and wrap-up
• Mentor, train and supervise lower-level staff
• Apply TAS Best Practices to ensure consistent quality of service and work product
• Actively participate in the development of the group’s Best Practices
• Identify and pursue business development opportunities through industry and networking relationships

• Bachelor’s degree in Accounting, Business Administration, Economics, Finance or equivalent
• CPA or in progress
• Minimum of 3+ years of audit and/or financial due diligence experience, preferably dealing with lower middle market companies
• Solid knowledge of US GAAP
• Highly proficient in Microsoft Word, Excel, and Power Point
• Excellent verbal and written communication skills
• Strong critical thinking skills
• Demonstrated teamwork
• Ability to work independently, but also work well with others
• Ability to effectively prioritize
• Dedication to the firm’s Core Values
• Intellectual curiosity with the desire to continue to develop professionally

Mid-Senior level

Full-time

Accounting/Auditing and Finance

Professional Services

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