M&A Transaction Advisory Intern – Diligence & Modeling (NYC)

Citrin Cooperman; New York (NY); On-site; USD 28,000 - 41,000; Part time

Job summary

Citrin Cooperman is seeking a Transaction Advisory Services Intern to join our Advisory Department this winter in New York City. You will conduct buy-side and sell-side financial due diligence for private equity clients and corporate acquirers/sellers, prepare Excel data packs, analyze historical financial results, and build financial models for M&A scenarios.

You will support planning, fieldwork, and wrap-up activities, applying TAS best practices and producing clear reports.

Qualifications

• Be a junior or a year prior to graduation pursuing an accounting, business administration, economics, finance or equivalent degree.
• CPA or in progress
• 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

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 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
• Assist with the preparation of other business development materials and support

Skills

US GAAP knowledge

MS Office

Communication skills

Teamwork

Independent work

Attention to detail

Critical thinking

Education

Accounting/Finance degree

Tools

Microsoft Office

Job description

Citrin Cooperman is seeking a Transaction Advisory Services Intern to join our Advisory Department this winter in New York City. You will conduct buy-side and sell-side financial due diligence for private equity clients and corporate acquirers/sellers, prepare Excel data packs, analyze historical financial results, and build financial models for M&A scenarios.

You will support planning, fieldwork, and wrap-up activities, applying TAS best practices and producing clear reports.