Transaction Advisory Manager - Flexible, High-Impact

Citrin Cooperman; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Citrin Cooperman is seeking a Transaction Advisory Manager in New York to lead due diligence engagements for private equity and corporate acquirers. You will plan, budget, and supervise the full lifecycle of engagements, interfacing with C-level stakeholders and preparing data packs and client-ready reports.

You will mentor junior staff, develop proposals with budgets, and contribute to firm best practices while expanding client relationships in a dynamic advisory environment.

Qualifications

• Bachelor’s degree in Accounting, Business Administration, Economics, Finance or equivalent.
• CPA preferred.
• Minimum of 2+ years of financial due diligence experience.
• Minimum of 2+ years of audit experience, preferably 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.

Responsibilities

• Conduct buy-side and sell-side financial due diligence for 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 interviews with C-level personnel at targets.
• Prepare due diligence reports and client presentations detailing analyses and recommendations.
• Analyze historical financial results and explain business trends and risks.
• Prepare financial models for mergers and acquisitions.
• Perform industry research on engagements.
• Schedule and supervise tasks of senior analysts; mentor junior staff.

Skills

Financial due diligence

Audit experience

US GAAP knowledge

Microsoft Word

Excel

PowerPoint

Education

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

CPA preferred

Tools

Excel

PowerPoint

Word

Job description

Citrin Cooperman is seeking a Transaction Advisory Manager in New York to lead due diligence engagements for private equity and corporate acquirers. You will plan, budget, and supervise the full lifecycle of engagements, interfacing with C-level stakeholders and preparing data packs and client-ready reports.

You will mentor junior staff, develop proposals with budgets, and contribute to firm best practices while expanding client relationships in a dynamic advisory environment.