Entry Level Full Time 2027 | Transaction Advisory Services Staff (51873)

Citrin Cooperman; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Citrin Cooperman is seeking a Transaction Advisory Services Staff for our New York City office. The role focuses on financial due diligence for private equity and corporate buyers/sellers, creating Excel data packs, and analyzing historical results to support mergers and acquisitions.

Ideal candidates will have 0-2 years of experience, strong Excel/Word skills, and solid time management and communication abilities. Join our collaborative team and contribute to high-impact engagements.

Qualifications

• 0–2 years of recent experience in finance, accounting, or related field.
• Course work in accounting, finance and/or economics completed.

Responsibilities

• Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers.
• Prepare Excel data packs.
• 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 day-to-day duties of planning, fieldwork and wrap-up.
• Apply TAS Best Practices to ensure consistent quality of service and work product.
• Assist with preparation of redacting Excel data packs and written reports.
• Assist with the preparation of other business development materials and support.

Skills

Financial analysis

Financial modeling

Valuation skills

Time management

Reading comprehension

Team collaboration

Verbal & written communication

Self-starter

Cooperative teamwork

Education

B.A./B.S./B.B.A./Masters in finance, accounting, business, or applied economics

Tools

Microsoft Excel

Microsoft Word

Job description

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. Were 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 Services Staff to join our Advisory Department in our New York City office. As a Staff you will be responsible for:

• Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers
• Prepare Excel data packs
• 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
• Apply TAS Best Practices to ensure consistent quality of service and work product
• Assist with preparation of redacting Excel data packs and written reports.
• Assis with the preparation of other business development materials and support

Qualifications

• B.A./B.S./B.B.A./Masters in finance, accounting, business, or applied economics
• Have 0-2 years recent experience
• Have strong Microsoft Excel and Microsoft Word skills
• Have strong time management, organizational, and reading comprehension skills
• Be a self-starter, highly collaborative, creative, outgoing, and possesses strong financial analysis, modeling, and valuation skills
• Have completed course work in accounting, finance and/or economics
• Have excellent verbal and written communication skills
• Be able to demonstrate an ability to work cooperatively with team members and have exceptional work ethic