Citrin Cooperman · 1 day ago
Managing Director - Transaction Advisory Services (50119)
Chicago, IL
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expCitrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. They are seeking a Transaction Advisory Services Managing Director who will be responsible for conducting financial due diligence, managing engagements, and leading service teams while also generating new business opportunities.
AccountingAdviceFinanceManagement Consulting
Responsibilities
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
Qualification
Required
10+ years of audit, accounting and financial due diligence experience, ideally with lower middle market companies
Bachelor's Degree in Accounting, Business Administration, Economics, Finance or equivalent required
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
Preferred
CPA preferred
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