Transaction Advisory Manager: Diligence & Deal Strategy

Citrin Cooperman; Bethesda (MD); Vor Ort; USD 120.000 - 160.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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

Aufgaben

• 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.

Kenntnisse

Strong communication

Project management

Analytical thinking

Networking abilities

Ausbildung

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

CPA preferred

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Jobbeschreibung

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.