Manager - Transaction Advisory Services

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!

We are looking for a Transaction Advisory Manager to join our Advisory Department. As a Manager you will be responsible for:

Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers.

Plan and manage due diligence engagements on budget

Act as primary client contact for the duration of 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 presentations to clients which compile analyses and highlight key findings and recommendations

Analyze historical financial and operating results of target companies and explain business trends and identify risks

Prepare financial models related to mergers, acquisitions or other related transactions

Perform industry research as needed on engagements

Schedule and supervise the tasks and project assignments of senior analysts

Mentor, train and supervise junior 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 Develop proposal including budgets and scope of work and present proposals to prospective clients

Identify and pursue business development opportunities through industry and networking relationships

Bachelor’s degree in Accounting, Business Administration, Economics, Finance or equivalent

CPA preferred

Minimum of 2+ additional years of financial due diligence experience

Minimum of 2+ years of audit experience, preferably dealing with lower middle market companies (