Manager – Transaction Advisory Services

Citrin Cooperman

. Conduct buy-side and sell-side financial due diligence for private equity clients and corporate acquirers/sellers .

Posted 11/10/2026full-timeRemote • New York • United StatesJuniorMid-Level💰 $90,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in conducting financial due diligence, preparing financial models, and analyzing business trends for mergers and acquisitions. Strong ability to manage client relationships and mentor junior staff while applying best practices in transaction advisory services.

Highest-signal resume keywords

Financial Due DiligenceFinancial ModelingClient Relationship ManagementMentoring Junior StaffCPA Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisExcel Data PreparationIndustry ResearchBudget ManagementDue Diligence ReportingBusiness DevelopmentRisk IdentificationAudit ExperienceTransaction Advisory ServicesProposal Development

Soft Skills

CommunicationLeadershipTeam SupervisionClient EngagementTraining

Certifications & Qualifications

CPA

Industry Keywords

Private EquityCorporate AcquirersLower Middle MarketC-Level InterviewsBusiness Trends

About the role

Key responsibilities & impact

Conduct buy-side and sell-side financial due diligence for private equity clients and corporate acquirers/sellers
Plan and manage due diligence engagements on budget
Act as primary client contact throughout 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 client presentations highlighting analyses, findings, and recommendations
Analyze historical financial and operating results and identify business trends and risks
Prepare financial models for mergers, acquisitions, and related transactions
Perform industry research for engagements
Schedule and supervise senior analyst tasks and project assignments
Mentor, train, and supervise junior staff
Apply and develop TAS Best Practices
Develop proposals, including budgets and scope of work, and present them to prospective clients
Identify and pursue business development opportunities through industry and networking relationships

Requirements

What you’ll need

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

Benefits

Comp & perks

Competitive compensation and benefits
Flexible work arrangements to manage personal and professional life
Professional development support
Collaborative and innovative work environment