Manager - Transaction Advisory Services

Citrin Cooperman•Bethesda, MD

2d•$90,000 - $200,000

About The Position

Citrin Cooperman is seeking a Transaction Advisory Manager to join its Advisory Department in Bethesda, Maryland. The role involves managing buy-side and sell-side financial due diligence engagements for private equity clients and corporate acquirers and sellers. The Manager serves as the primary client contact throughout the due diligence process, oversees engagement budgets and project assignments, and prepares or reviews analyses, reports, presentations, and financial models. The position also includes supervising and mentoring staff, helping develop and apply the group’s best practices, preparing and presenting proposals, and pursuing business development opportunities. Citrin Cooperman describes its work environment as dynamic and collaborative, with support for professional development and flexibility to manage personal and professional life.

Requirements

Bachelor’s degree in Accounting, Business Administration, Economics, Finance, or equivalent.
Minimum of 2 additional years of financial due diligence experience.
Minimum of 2 years of audit experience, preferably with lower middle-market companies under $250 million in revenue.
Solid working knowledge of US GAAP.
High proficiency in Microsoft Word, Excel, and PowerPoint.
Excellent verbal and written communication skills.
Strong critical-thinking skills and ability to solve unstructured problems.
Excellent project management and organizational skills.
Ability to multitask and manage multiple engagements at once.
Strong relationship-building and networking abilities.

Nice To Haves

CPA preferred.

Responsibilities

Conduct buy-side and sell-side financial due diligence for private equity clients and corporate acquirers and sellers.
Plan and manage due diligence engagements within budget.
Serve as the primary client contact throughout the due diligence process.
Prepare and/or review Excel data packs.
Conduct on-site and/or phone interviews with C-level personnel at acquisition targets.
Prepare due diligence reports and client presentations that compile analyses and highlight findings and recommendations.
Analyze target companies’ historical financial and operating results, explain business trends, and identify risks.
Prepare financial models related to mergers, acquisitions, and other transactions.
Perform industry research as needed for engagements.
Schedule and supervise senior analysts’ tasks and project assignments.
Mentor, train, and supervise junior staff.
Apply TAS Best Practices to ensure consistent quality of service and work product.
Actively participate in developing the group’s Best Practices.
Develop proposals, including budgets and scope of work, and present them to prospective clients.
Identify and pursue business development opportunities through industry and networking relationships.