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
We are looking for a Transaction Advisory Director to join our Advisory Department. As a Director 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, manage, and lead multiple due diligence engagements and service teams
Act as primary client contact for the duration of the due diligence process
Conduct on-site and/or phone interviews with C-level personnel at acquisition targets
Analyze historical financial and operating results of target companies, explain business trends, and identify risks
Prepare due diligence reports and presentations to clients which compile analyses and highlight key findings and recommendations
Train, develop, and mentor lower-level staff
Apply TAS Best Practices to ensure consistent quality of service and work product and actively participate in the development of the group’s Best Practices
Generate new business opportunities for the group and the firm
Develop proposals, including budgets and scope of work, and present proposals to prospective clients
Qualifications
Bachelor’s degree in Accounting, Business Administration, Economics, Finance or equivalent
CPA preferred
Minimum of 6 years of audit, accounting, and financial due diligence experience required
Prior experience dealing with lower middle market companies (
Solid working knowledge of US GAAP
Highly proficient in Microsoft Word, Excel, and PowerPoint
Excellent verbal and written communication skills, specifically business writing aptitude
Strong critical thinking skills with the ability to solve unstructured problems
Excellent project management and organizational skills
Ability to multi-task and manage multiple engagements at once
Strong relationship building and networking abilities
Dedication to the firm’s Core Values
Intellectual curiosity with the desire to continue to develop professionally
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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
We are looking for a Transaction Advisory Director to join our Advisory Department. As a Director 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, manage, and lead multiple due diligence engagements and service teams
Act as primary client contact for the duration of the due diligence process
Conduct on-site and/or phone interviews with C-level personnel at acquisition targets
Analyze historical financial and operating results of target companies, explain business trends, and identify risks
Prepare due diligence reports and presentations to clients which compile analyses and highlight key findings and recommendations
Train, develop, and mentor lower-level staff
Apply TAS Best Practices to ensure consistent quality of service and work product and actively participate in the development of the group’s Best Practices
Generate new business opportunities for the group and the firm
Develop proposals, including budgets and scope of work, and present proposals to prospective clients
Qualifications
Bachelor’s degree in Accounting, Business Administration, Economics, Finance or equivalent
CPA preferred
Minimum of 6 years of audit, accounting, and financial due diligence experience required
Prior experience dealing with lower middle market companies (
Solid working knowledge of US GAAP
Highly proficient in Microsoft Word, Excel, and PowerPoint
Excellent verbal and written communication skills, specifically business writing aptitude
Strong critical thinking skills with the ability to solve unstructured problems
Excellent project management and organizational skills
Ability to multi-task and manage multiple engagements at once
Strong relationship building and networking abilities
Dedication to the firm’s Core Values
Intellectual curiosity with the desire to continue to develop professionally