Senior - Transaction Advisory Services (46026) @ Citrin Cooperman | Jobright.ai
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Citrin Cooperman · 17 hours ago

Senior - Transaction Advisory Services (46026)

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Insider Connection @Citrin Cooperman

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Responsibilities

Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers
Prepare Excel data packs and write sections of due diligence reports
Conduct on-site and/or phone interviews with C-level personnel at acquisition targets
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
Mentor, train and supervise lower-level staff
Apply TAS Best Practices to ensure consistent quality of service and work product
Actively participate in the development of the group’s Best Practices
Identify and pursue business development opportunities through industry and networking relationships

Qualification

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Financial Due DiligenceUS GAAPCPAMicrosoft ExcelFinancial ModelingAudit ExperienceMicrosoft WordMicrosoft PowerPointCore Values Dedication

Required

Bachelor’s degree in Accounting, Business Administration, Economics, Finance or equivalent
CPA or in progress
Minimum of 3+ years of audit and/or financial due diligence experience, preferably dealing with lower middle market companies
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

Company

Citrin Cooperman

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Citrin Cooperman is a professional services firm that provides advisory, assurance, and tax solutions to clients.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
New Mountain Capital
2022-04-11Private Equity· undefined

Leadership Team

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Alan Badey
Chief Executive Officer
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Joel Cooperman
Co-Founder & CEO
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Company data provided by crunchbase
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