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Manager – Transaction Advisory Services
Citrin Cooperman. Conduct buy-side and sell-side financial due diligence for private equity clients and corporate acquirers/sellers .
Posted 9/15/2026full-timeRemote • Illinois • United StatesJuniorMid-Level💰 $90,000 - $200,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial due diligence, including conducting analyses, preparing financial models, and managing client engagements. Strong ability to mentor junior staff and develop business proposals while maintaining industry best practices.
Highest-signal resume keywords
Financial Due DiligenceFinancial ModelingClient Engagement ManagementMentoring Junior StaffBusiness Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisExcel Data PreparationDue Diligence ReportingIndustry ResearchRisk IdentificationBudget ManagementAudit ExperienceMergers and AcquisitionsBusiness Trend AnalysisProposal Development
Soft Skills
Client CommunicationTeam LeadershipTraining and SupervisionNetworking
Certifications & Qualifications
CPA
Industry Keywords
Private EquityCorporate AcquirersLower Middle MarketTAS Best Practices
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 with analyses, findings, and recommendations
- Analyze historical financial and operating results, explain business trends, and identify risks
- Prepare financial models for mergers, acquisitions, and related transactions
- Perform industry research
- 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