Manager - Transaction Advisory Services (52641)
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CITRIN COOPERMAN ADVISORS LLC
Chicago, IL, US
Summary
The manager will lead buy-side and sell-side financial due diligence engagements for private equity and corporate clients. They are responsible for managing project budgets, supervising junior staff, and preparing financial models and due diligence reports.
Job Description
Job DetailsJob Location: Chicago, IL 60606Position Type: Full Time / Experienced LevelSalary Range: $90,000.00 - $200,000.00 SalaryJob Category: Advisory - Transaction Advisory ServicesCitrin 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 Manager to join our Advisory Department. As a Manager you will be responsible for:
Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers.
Plan and manage due diligence engagements on budget
Act as primary client contact for the duration of the due diligence process
Prepare and/or review Excel data packs
Conduct on-site and/or phone interviews with C-level personnel at acquisition targets
Prepare due diligence reports and presentations to clients which compile analyses and highlight key findings and recommendations
Analyze historical financial and operating results of target companies and explain business trends and identify risks
Prepare financial models related to mergers, acquisitions or other related transactions
Perform industry research as needed on engagements
Schedule and supervise the tasks and project assignments of senior analysts
Mentor, train and supervise junior 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
Develop proposal including budgets and scope of work and present proposals to prospective clients
Identify and pursue business development opportunities through industry and networking relationships
Qualifications
Bachelor’s degree in Accounting, Business Administration, Economics, Finance or equivalent
CPA preferred
Minimum of 2+ additional years of financial due diligence experience
Minimum of 2+ years of audit experience, preferably dealing with lower middle market companies (<$250M in revenue)
Solid working knowledge of US GAAP
Highly proficient in Microsoft Word, Excel and PowerPoint
Excellent verbal and written communication skills
Strong critical thinking skills with the ability to solve unstructured problems
Excellent project management and organizational skills
Ability to multi-task and manage multiple engagements at once
Strong relationship building and networking abilities
Citrin Cooperman is one of the nation’s largest and fastest-growing professional services firms. Since 1979, our daily mission has been to help middle-market companies and high-net-worth individuals find success in their business and personal financial lives through our proactive guidance, specialized solutions, and industry insights. Whether your operations and assets are located around the corner or across the globe, we provide new perspectives on strategies that help you achieve your short- and long-term goals. With over 30 offices and more than 3,500 professionals, Citrin Cooperman is included in the top 20 firms by Accounting Today and Inside Public Accounting. Learn more about Citrin Cooperman at citrincooperman.com.
"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.
Founded
1979
Company size
1,001-5,000 employees
Industry
Professional Services
Org type
Privately Held
Headquarters
New York
Citrin Cooperman is one of the nation’s largest and fastest-growing professional services firms. Since 1979, our daily mission has been to help middle-market companies and high-net-worth individuals find success in their business and personal financial lives through our proactive guidance, specialized solutions, and industry insights. Whether your operations and assets are located around the corner or across the globe, we provide new perspectives on strategies that help you achieve your short- and long-term goals. With over 30 offices and more than 3,500 professionals, Citrin Cooperman is included in the top 20 firms by Accounting Today and Inside Public Accounting. Learn more about Citrin Cooperman at citrincooperman.com.
"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.
Founded
1979
Company size
1,001-5,000 employees
Industry
Professional Services
Org type
Privately Held
Headquarters
New York