Citrin Cooperman

Managing Director - Transaction Advisory Services (50119)

Citrin Cooperman  •  $265k/yr  •  Chicago, IL (Onsite)  •  4 months ago
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Job Description

Job Location: Chicago, IL 60606
Position Type: Full Time / Experienced Level
Salary Range: $265,000.00 - $265,000.00 Salary
Job 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 Services Managing Director to join our Advisory Department. As a Managing Director 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.
- Plan, manage, and lead multiple due diligence engagements and service teams.
- Act as primary client contact for the duration of the due diligence process.
- Conduct on-site and/or phone interviews with C-level personnel at acquisition targets.
- 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 and actively participate in the development of the group’s Best Practices.
- Generate new business opportunities for the group and the firm.
- Develop proposals, including budgets and scope of work, and present proposals to prospective clients.

Qualifications
- 10+ years of audit, accounting and financial due diligence experience, ideally with lower middle market companies
- Bachelor’s Degree in Accounting, Business Administration, Economics, Finance or equivalent required.
- CPA preferred.
- Solid working knowledge of US GAAP.
- Highly proficient in Microsoft Word, Excel, and PowerPoint.
- Excellent verbal and written communication skills, specifically business writing aptitude.
- 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.
- Dedication to the firm’s Core Values.
- Intellectual curiosity with the desire to continue to develop professionally.
Citrin Cooperman

About Citrin Cooperman

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 services, and passion for excellence. Rooted in our core values, we deliver a comprehensive, integrated business approach, including tailored insights throughout the lifecycle of our clients. 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 3,300 professionals, Citrin Cooperman is included in the Top 20 Firms by Accounting Today. 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.

Industry
Consulting & Advisory
Company Size
1,001-5,000 employees
Headquarters
New York
Year Founded
1979
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