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Manager - Transaction Advisory Services (53207)

Role overview

Summary

This role is for a Transaction Advisory Manager at Citrin Cooperman, responsible for managing due diligence engagements and serving as the primary client contact. You will work within the Advisory Department, focusing on financial analyses and client presentations to support private equity and corporate transactions.

Qualifications

  • Experience in transaction advisory services or related field.
  • Strong analytical and financial modeling skills.
  • Ability to mentor and supervise junior staff.
  • Excellent communication and presentation skills.
  • Preferred: Familiarity with industry research methodologies.

Responsibilities

  • 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.
  • Prepare and/or review Excel data packs.
  • Analyze historical financial and operating results of target companies and explain business trends and identify risks.

Key facts

Hard skills

Other skills

  • Microsoft Excel
  • Mentorship
  • Problem Solving
  • Collaboration

About the company

Signature Analytics logo

Signature Analytics

  • Accounting, Audit & Tax
  • SME
  • 51–200
When your business needs actionable insights from the story your financial data is telling you, turn to us. Signature Analytics provides outsourced accounting and strategic financial solutions to mid-sized companies who need more clarity from their financial data. We provide accurate, relevant, timely financial reports, prudent, strategic financial advice, and day-to-day accounting processes. We are your professional resource partner with a deep bench of trusted experts to meet your needs today and tomorrow. C-Suite leaders need increased visibility into their financial data to make strategic, intelligent business decisions. With your Signature Analytics team you get service-oriented, proactive experts putting systems in place and thinking about your business success. We are transparent and thoughtful in all of our communications. It’s how we provide impactful insights to help you make better-informed business decisions. Solving business challenges and taking advantage of opportunities is easier when you have the right people and financial insights. Growing your business requires the ability to adapt to changing business trends and market dynamics and not just react to them. Our accounting and finance experts consistently bring ideas to your business that improve your accounting through best practices, incorporating technology, and creating repeatable scalable systems that positively impact your business into the future Your success is our success.

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Job description

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       

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