Manager - Transaction Advisory Services (53207)

Citrin Cooperman; Bethesda (MD); On-site; USD 120,000 - 160,000; Full time

Job summary

Citrin Cooperman is seeking a Transaction Advisory Manager to lead due diligence engagements for private equity and corporate clients in a dynamic advisory team. The role focuses on planning, budgeting, data analysis, and client interactions to deliver insights and value.

Ideal candidates will have a CPA or strong accounting background, solid GAAP knowledge, and proven ability to manage multiple engagements while mentoring junior staff.

Qualifications

• 2+ years of financial due diligence experience.
• 2+ years of audit experience, preferably dealing with lower middle market companies
• Solid working knowledge of US GAAP
• Excellent verbal and written communication skills
• Strong project management and organizational skills
• Ability to multi-task and manage multiple engagements at once
• Strong relationship building and networking abilities

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.
• Act as primary client contact during the due diligence process.
• Prepare and review Excel data packs and financial models.
• Interview C-level personnel at target companies.
• Prepare due diligence reports and client presentations.
• Mentor and supervise junior staff and senior analysts.
• Apply TAS Best Practices to ensure high-quality service and deliverables.
• Identify and pursue business development opportunities through networks.

Skills

Strong communication

Project management

Analytical thinking

Networking abilities

Education

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

CPA preferred

Tools

Microsoft Excel

Microsoft 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

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 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