Manager - Transaction Advisory Services (53208)

Citrin Cooperman & Company, LLP; New York (NY); Remote; USD 90,000 - 200,000; Full time

Job summary

Citrin Cooperman & Company, LLP is seeking a Manager for Transaction Advisory Services to conduct buy-side and sell-side due diligence remotely from New York. You will plan engagements, supervise senior analysts, and deliver comprehensive reports to private equity clients and corporate buyers.

The role emphasizes budgeting, client communication, and leadership within TAS, with opportunities for professional growth and collaboration across a dynamic advisory team.

Qualifications

• Bachelor’s degree required with solid financial due diligence experience.
• CPA preferred or in process; experience with lower middle market a plus.
• Strong communication, project management and leadership skills.

Responsibilities

• Conduct buy-side and sell-side financial due diligence for PE and strategic buyers.
• Plan and manage due diligence engagements and budgets.
• Act as primary client contact during the engagement.
• Prepare and review data packs and due diligence reports.
• Develop financial models related to M&A and identify risks.
• Mentor and supervise junior staff and coordinate tasks.

Skills

Financial due diligence

Budget management

Client communication

Project management

Mentoring junior staff

Education

Bachelor’s degree in Accounting/Finance

CPA preferred

Tools

Microsoft Word

Excel

PowerPoint

Job description

Manager - Transaction Advisory Services (53208)# Manager - Transaction Advisory Services (53208)Fully Remote • New York, NY 10020## OverviewSalary Range$90,000.00 - $200,000.00 SalaryPosition TypeFull Time / Experienced LevelCategoryAdvisory - Transaction Advisory Services## DescriptionCitrin 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 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 (<$250M in revenue)* 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