What are the responsibilities and job description for the TAS Senior position at Citrin Cooperman Advisors LLC?
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 Senior to join our Advisory Department. As a Senior you will be responsible for:
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
Qualifications:
- 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 (<$250M in revenue)
- 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
About Citrin Cooperman:
Citrin Cooperman is one of the nation’s largest professional services firms. Since 1979, the firm has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them meet their short-term needs and long-term objectives. Citrin Cooperman clients span an array of industry and business sectors and leverage a complete menu of service offerings. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA’s Code of Professional Conduct and applicable law, regulations, and professional standards. The entities include more than 450 partners and 2,500 total professionals. Learn more about Citrin Cooperman here: www.citrincooperman.com
CC Disclaimer:
"Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.
Salary : $100,000 - $120,000