Director - Transaction Advisory Services (44429)

Citrin Cooperman Culture & Careers; Melville (NY); On-site; USD 120,000 - 240,000; Full time

Job summary

A leading firm in Advisory Services is seeking a Transaction Advisory Director. The role demands overseeing financial due diligence for private equity clients, managing teams, and developing business opportunities. Candidates must have a Bachelor's in relevant fields and at least six years of experience, preferably with CPA certification.

Qualifications

• Minimum of 6 years of audit and financial due diligence experience required.
• Proficient in US GAAP.
• Ability to manage multiple engagements with excellent organizational skills.

Responsibilities

• Conduct buy-side and sell-side financial due diligence for clients.
• Lead and manage multiple due diligence engagements.
• Analyze financial results and prepare client reports.

Skills

Analytical skills

Communication

Problem-solving

Project management

Networking

Relationship building

Multi-tasking

Education

Bachelor’s degree in Accounting, Business Administration, Economics, Finance or equivalent

CPA preferred

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Job Details

Position Type: Full Time / Experienced Level

Salary Range: $120000.00 - $240000.00 Salary

Job Category: Advisory - Transaction Advisory Services

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 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 (<$250M in revenue)
• 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