Manager – Transaction Advisory Services

🔥 12 minutes ago

🗽 New York – Remote

🗽 New York – Remote

💵 $90k - $200k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

👔 Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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• Just posted.
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Citrin Cooperman

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1979

💼 Consulting

🏥 Healthcare

🏭 Manufacturing

Consulting • Healthcare • Manufacturing

Citrin Cooperman is an independent, full-service professional services firm that provides accounting, audit, tax, advisory, and consulting services to businesses and high‑net‑worth individuals. The firm offers outsourced finance and accounting, transaction advisory, valuation and forensic services, risk and cybersecurity advisory, and technology platform integrations across a wide range of industries. With a focus on client-centric, industry-specific solutions (including healthcare, manufacturing, real estate, restaurants, private equity, and professional services), Citrin Cooperman supports both private companies and family offices and operates as part of a broader international network for expanded reach.

📋 Description

• Conduct buy-side and sell-side financial due diligence for private equity clients and corporate acquirers/sellers • Plan and manage due diligence engagements on budget • Act as 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 highlighting analyses, findings, and recommendations • Analyze historical financial and operating results and identify business trends and risks • Prepare financial models for mergers, acquisitions, and related transactions • Perform industry research for engagements • Schedule and supervise senior analyst tasks and project assignments • Mentor, train, and supervise junior staff • Apply and develop TAS Best Practices • Develop proposals, including budgets and scope of work, and present them to prospective clients • Identify and pursue business development opportunities through industry and networking relationships

🎯 Requirements

• 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

🏖️ Benefits

• Competitive compensation and benefits • Flexible work arrangements to manage personal and professional life • Professional development support • Collaborative and innovative work environment

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