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Transaction Advisory Services Leader

2 months ago

Melville, New York, United States Citrin Cooperman Full time
About Citrin Cooperman

Citrin Cooperman is one of the largest accounting and consulting firms in the United States, with over 2,400 employees in 21 U.S. and international offices. We are committed to delivering exceptional client service and providing a strong career path for high-performing professionals.

Role Overview

We are seeking a highly experienced Transaction Advisory Services (TAS) Director to join our Advisory Department. As a TAS Director, you will be responsible for leading complex financial due diligence engagements and providing strategic advisory services to our clients.

Key Responsibilities
  • Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers
  • Plan, manage, and lead multiple due diligence engagements and service teams
  • Act as primary client contact for the duration of the due diligence process
  • Analyze historical financial and operating results of target companies, explain business trends, and identify risks
  • Prepare due diligence reports and presentations to clients which compile analyses and highlight key findings and recommendations
  • Train, develop, and mentor lower-level staff
  • Apply TAS Best Practices to ensure consistent quality of service and work product
  • Generate new business opportunities for the group and the firm
Requirements
  • Bachelor's degree in Accounting, Business Administration, Economics, Finance or equivalent
  • CPA preferred
  • Minimum of 6 years of audit, accounting, and financial due diligence experience required
  • Prior experience dealing with lower middle market companies