Manager - Transaction Advisory Services

Citrin-Cooperman-Advisors-LLC; Chicago (IL); On-site; USD 120,000 - 180,000; Full time

Job summary

Citrin Cooperman is seeking a Transaction Advisory Manager in Chicago to lead buy-side and sell-side financial due diligence engagements for private equity clients and corporate acquirers. You will manage engagements, prepare data packs, and present analyses and recommendations to clients.

The role requires strong knowledge of US GAAP, excellent communication, and the ability to mentor junior staff while coordinating with senior analysts across engagements.

Qualifications

• Bachelor’s degree in Accounting, Business Administration, Economics, Finance or equivalent.
• CPA preferred.

Responsibilities

• Conduct buy-side and sell-side financial due diligence for private equity clients and corporate buyers/sellers.
• Plan and manage due diligence engagements within budget and act as primary client contact.
• Prepare and review Excel data packs and due diligence reports for presentations.
• Analyze historical financial/operating results, identify risks and business trends.
• Develop financial models related to mergers and acquisitions.
• Mentor and supervise junior staff; oversee senior analysts.

Skills

Due diligence

Financial modeling

Project management

Client management

Team mentoring

Critical thinking

Communication

Education

Bachelor’s degree in Accounting/Business/Finance

CPA preferred

Tools

Excel

PowerPoint

Word

Job 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 Manager to join our Advisory Department. As a Manager 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 and manage due diligence engagements on budgetAct as primary client contact for the duration of the due diligence processPrepare and/or review Excel data packsConduct on-site and/or phone interviews with C-level personnel at acquisition targetsPrepare due diligence reports and presentations to clients which compile analyses and highlight key findings and recommendationsAnalyze historical financial and operating results of target companies and explain business trends and identify risksPrepare financial models related to mergers, acquisitions or other related transactionsPerform industry research as needed on engagementsSchedule and supervise the tasks and project assignments of senior analystsMentor, train and supervise junior staffApply TAS Best Practices to ensure consistent quality of service and work productActively participate in the development of the group’s Best PracticesDevelop proposal including budgets and scope of work and present proposals to prospective clientsIdentify and pursue business development opportunities through industry and networking relationshipsBachelor’s degree in Accounting, Business Administration, Economics, Finance or equivalentCPA preferredMinimum of 2+ additional years of financial due diligence experienceMinimum of 2+ years of audit experience, preferably dealing with lower middle market companies (<$250M in revenue)Solid working knowledge of US GAAPHighly proficient in Microsoft Word, Excel and PowerPointExcellent verbal and written communication skillsStrong critical thinking skills with the ability to solve unstructured problemsExcellent project management and organizational skillsAbility to multi-task and manage multiple engagements at onceStrong relationship building and networking abilities