Manager - Transaction Advisory Services (52641)

Citrin Cooperman; Philadelphia (Philadelphia County); On-site; USD 90,000 - 130,000; Full time

Job summary

Citrin Cooperman is seeking a Financial Due Diligence professional in Philadelphia to support buy-side and sell-side engagements for private equity and corporate clients.

The role plans and manages engagements, acts as primary client contact, develops financial models, reviews data packs, and mentors junior staff while applying TAS Best Practices for high-quality deliverables.

Qualifications

• Bachelor's degree in Accounting, Business Administration, Economics, Finance or equivalent.
• CPA preferred.
• Minimum of 2+ years financial due diligence experience.
• Minimum of 2+ years audit experience, preferably with lower middle market companies.
• Solid working knowledge of US GAAP.
• Proficiency in MS Word, Excel and PowerPoint.
• Excellent verbal and written communication skills.
• Strong critical thinking and problem solving abilities.
• Excellent project management and organizational skills.
• Ability to multi-task and manage multiple engagements.

Responsibilities

• Conduct buy-side and sell-side financial due diligence for private equity clients and corporate acquirers.
• Plan and manage due diligence engagements within budget.
• Serve as primary client contact during the due diligence process.
• Prepare and review Excel data packs.
• Interview C-level target personnel on-site or by phone.
• Prepare due diligence reports and client presentations highlighting findings.
• Analyze historical financial and operating results and explain trends and risks.
• Develop financial models related to mergers or acquisitions.
• Conduct industry research as needed.
• Schedule and supervise senior analysts' tasks and projects.
• Mentor, train and supervise junior staff.
• Apply TAS Best Practices to ensure quality of service and work product.
• Contribute to development of the group’s Best Practices.
• Develop proposals with budgets and scope and present to clients.
• Identify and pursue business development opportunities.

Skills

Verbal & written communication

Critical thinking

Project management

Organizational skills

Multi-tasking

Networking abilities

Education

Bachelor's degree in Accounting/Finance/Business

CPA preferred

Tools

Excel

Word

PowerPoint

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!

Responsibilities

• 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 budget
• Act as primary client contact for the duration of the due diligence process
• Prepare and/or review Excel data packs
• Conduct on-site and/or phone interviews with C-level personnel at acquisition targets
• Prepare due diligence reports and presentations to clients which compile analyses and highlight key findings and recommendations
• Analyze historical financial and operating results of target companies and explain business trends and identify risks
• Prepare financial models related to mergers, acquisitions or other related transactions
• Perform industry research as needed on engagements
• Schedule and supervise the tasks and project assignments of senior analysts
• Mentor, train and supervise junior staff
• Apply TAS Best Practices to ensure consistent quality of service and work product
• Actively participate in the development of the group’s Best Practices
• Develop proposal including budgets and scope of work and present proposals to prospective clients
• Identify and pursue business development opportunities through industry and networking relationships

Qualifications

• Bachelor’s degree in Accounting, Business Administration, Economics, Finance or equivalent
• CPA preferred
• Minimum of 2+ additional years of financial due diligence experience
• Minimum of 2+ years of audit experience, preferably dealing with lower middle market companies (
• Solid working knowledge of US GAAP
• Highly proficient in Microsoft Word, Excel and PowerPoint
• Excellent verbal and written communication skills
• 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