Winter Internship 2027 | Transaction Advisory Services Intern (52184)

Citrin Cooperman; New York (NY); On-site; USD 36,000 - 45,000; Part time

Job summary

Citrin Cooperman in New York City is seeking a Transaction Advisory Services Intern for the winter program. As an Intern you will contribute to due diligence, financial analysis, and modeling on middle-market transactions while gaining exposure to private equity clients and corporate acquirers.

You will prepare Excel data packs, support industry research, and help coordinate the planning, fieldwork, and wrap-up phases.

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 for 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

Critical thinking

Teamwork

Communication

Prioritization

Independent work

Education

Accounting/Finance degree

CPA in progress

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

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/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.
• Assis with the preparation of other business development materials and support

Qualifications

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