Transaction Advisory Services Staff

Citrin Cooperman

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

Posted 9/30/2026full-timeNew York City • New York • United StatesEntry Level💰 $59,000 - $72,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis, modeling, and valuation, with strong proficiency in Microsoft Excel and Word. Capable of conducting thorough financial due diligence and preparing detailed reports and data packs for private equity and corporate transactions.

Highest-signal resume keywords

Financial AnalysisFinancial ModelingDue DiligenceMicrosoft ExcelVerbal and Written Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisFinancial ModelingValuationExcel Data PacksIndustry ResearchTransaction Advisory ServicesAccountingFinanceApplied Economics

Soft Skills

Time ManagementOrganizational SkillsReading ComprehensionTeam CollaborationWork Ethic

Tools & Technologies

Microsoft ExcelMicrosoft Word

Industry Keywords

Private EquityCorporate AcquirersMergersAcquisitionsBusiness Development

About the role

Key responsibilities & impact

Conduct buy-side and sell-side financial due diligence for private equity clients and corporate acquirers/sellers
Prepare Excel data packs
Analyze historical financial and operating results of target companies
Prepare financial models for mergers, acquisitions, and related transactions
Perform industry research for engagements
Assist with coordinating day-to-day planning, fieldwork, and wrap-up
Apply Transaction Advisory Services best practices to ensure consistent quality
Assist with preparing and redacting Excel data packs and written reports
Assist with preparing business development materials and support

Requirements

What you’ll need

B.A./B.S./B.B.A./Master’s in finance, accounting, business, or applied economics
0–2 years recent experience
Strong Microsoft Excel and Microsoft Word skills
Strong time management, organizational, and reading comprehension skills
Financial analysis, modeling, and valuation skills
Completed coursework in accounting, finance and/or economics
Excellent verbal and written communication skills
Ability to work cooperatively with team members
Exceptional work ethic

Benefits

Comp & perks

Competitive compensation and benefits
Flexible work arrangements / optional work from home
Professional development support
Dynamic, collaborative work environment
Flexibility to manage personal and professional life