Citrin Cooperman
Senior - Transaction Advisory Services (49794)
Citrin Cooperman, New York, New York, us, 10261
Senior - Transaction Advisory Services (49794)
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!
Responsibilities
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
Qualifications
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 PowerPoint
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
Seniority level: Mid‑Senior level | Employment type: Full‑time | Job function: Accounting/Auditing and Finance | Industries: Professional Services
#J-18808-Ljbffr
Responsibilities
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
Qualifications
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 PowerPoint
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
Seniority level: Mid‑Senior level | Employment type: Full‑time | Job function: Accounting/Auditing and Finance | Industries: Professional Services
#J-18808-Ljbffr