Winter Internship 2027 | Transaction Advisory Services Intern

Citrin Cooperman; New York (NY); On-site; USD 28,000 - 41,000; Part time

Job summary

Citrin Cooperman is seeking a Transaction Advisory Services Intern to join our Advisory Department this winter in New York City. You will conduct buy-side and sell-side financial due diligence for private equity clients and corporate acquirers/sellers, prepare Excel data packs, analyze historical financial results, and build financial models for M&A scenarios.

You will support planning, fieldwork, and wrap-up activities, applying TAS best practices and producing clear reports.

Qualifications

• Be a junior or a year prior to graduation pursuing an accounting, business administration, economics, finance or equivalent degree.
• CPA or in progress
• Solid knowledge of US GAAP
• Highly proficient in Microsoft Word, Excel, and PowerPoint
• Excellent verbal and written communication skills
• Strong critical thinking skills
• Demonstrated teamwork
• Ability to work independently, but also work well with others
• Ability to effectively prioritize
• Dedication to the firm’s Core Values
• Intellectual curiosity with the desire to continue to develop professionally

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 the 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

US GAAP knowledge

MS Office

Communication skills

Teamwork

Independent work

Attention to detail

Critical thinking

Education

Accounting/Finance degree

Tools

Microsoft Office

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!We are looking for a Transaction Advisory Services Intern to join our Advisory Department this winter in New York City. As an Intern you will be responsible for:Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellersPrepare Excel data packsAnalyze historical financial and operating results of target companiesPrepare financial models related to mergers, acquisitions, or other related transactionsPerform industry research as needed on engagementsAssist with the coordination of the day-to-day duties of planning, fieldwork and wrap-upApply TAS Best Practices to ensure consistent quality of service and work productAssist with preparation of redacting Excel data packs and written reports.Assis with the preparation of other business development materials and supportQualificationsBe a junior or a year prior to graduation pursuing an accounting, business administration, economics, finance or equivalent degreeCPA or in progressSolid knowledge of US GAAPHighly proficient in Microsoft Word, Excel, and PowerPointExcellent verbal and written communication skillsStrong critical thinking skillsDemonstrated teamworkAbility to work independently, but also work well with othersAbility to effectively prioritizeDedication to the firm’s Core ValuesIntellectual curiosity with the desire to continue to develop professionally