Transaction Advisory Staff — M&A Diligence & Modeling

Citrin Cooperman; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Citrin Cooperman is seeking a Transaction Advisory Services Staff for our New York City office. The role focuses on financial due diligence for private equity and corporate buyers/sellers, creating Excel data packs, and analyzing historical results to support mergers and acquisitions.

Ideal candidates will have 0-2 years of experience, strong Excel/Word skills, and solid time management and communication abilities. Join our collaborative team and contribute to high-impact engagements.

Qualifications

• 0–2 years of recent experience in finance, accounting, or related field.
• Course work in accounting, finance and/or economics completed.

Responsibilities

• Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers.
• Prepare Excel data packs.
• Analyze historical financial and operating results of target companies.
• Prepare financial models related to mergers, acquisitions, or other related transactions.
• Perform industry research as needed on engagements.
• Assist with the coordination of day-to-day duties of planning, fieldwork and wrap-up.
• Apply TAS Best Practices to ensure consistent quality of service and work product.
• Assist with preparation of redacting Excel data packs and written reports.
• Assist with the preparation of other business development materials and support.

Skills

Financial analysis

Financial modeling

Valuation skills

Time management

Reading comprehension

Team collaboration

Verbal & written communication

Self-starter

Cooperative teamwork

Education

B.A./B.S./B.B.A./Masters in finance, accounting, business, or applied economics

Tools

Microsoft Excel

Microsoft Word

Job description

Citrin Cooperman is seeking a Transaction Advisory Services Staff for our New York City office. The role focuses on financial due diligence for private equity and corporate buyers/sellers, creating Excel data packs, and analyzing historical results to support mergers and acquisitions.

Ideal candidates will have 0-2 years of experience, strong Excel/Word skills, and solid time management and communication abilities. Join our collaborative team and contribute to high-impact engagements.