Manager - Transaction Advisory Services
Citrin Cooperman•New York, NY
•$90,000 - $200,000•Onsite
About The Position
Citrin Cooperman is seeking a Transaction Advisory Manager to join its Advisory Department. The role involves managing buy-side and sell-side financial due diligence engagements for private equity clients and corporate acquirers and sellers, serving as the primary client contact, overseeing engagement delivery, and preparing analyses and client-facing reports. The Manager also supervises and develops staff, contributes to the group’s best practices, and supports proposals and business development.
Requirements
- Bachelor’s degree in Accounting, Business Administration, Economics, Finance, or equivalent.
- At least 2 additional years of financial due diligence experience.
- At least 2 years of audit experience; experience with lower middle market companies (under $250 million in revenue) is preferred.
- 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 simultaneously.
- Strong relationship-building and networking abilities.
Nice To Haves
- CPA.
- Audit experience dealing with lower middle market companies (under $250 million in revenue).
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.
- Act 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, or 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 support consistent service quality and work product.
- Participate in developing the group’s Best Practices.
- Develop proposals, including budgets and scopes of work, and present them to prospective clients.
- Identify and pursue business development opportunities through industry and networking relationships.
Benefits
- Competitive compensation and benefits.
- Flexibility to manage personal and professional life.
- Professional development support.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
