Citrin Cooperman · 1 day ago
Senior - Transaction Advisory Services (49794)
New York, NY
Full-time
Hybrid
Mid, Senior Level
3+ years expCitrin Cooperman offers a dynamic work environment that promotes professional growth and collaboration. They are looking for a Senior in Transaction Advisory Services to conduct financial due diligence, prepare reports, and mentor junior staff while ensuring high-quality service delivery.
AccountingAdviceFinanceManagement Consulting
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
Qualification
Required
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
Benefits
Competitive compensation and benefits
Flexibility to manage your personal and professional life
Company
Citrin Cooperman
Citrin Cooperman is a professional services firm that provides advisory, assurance, and tax solutions to clients.
1001-5000 employees
H1B Sponsorship
Citrin Cooperman has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
2021 (1)
2020 (3)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain Capital
2025-01-07Acquired
2022-04-11Private Equity
Leadership Team
Alan Badey
Chief Executive Officer
Lydia Brown
Chief Financial Officer
Recent News
Hartford Business Journal
2025-12-16
2025-11-19
Company data provided by crunchbase