Entry level full time 2027 | transaction advisory services staff

Job Details:

Job Location: New York City - New York, NY

Position Type: Full Time / Entry Level

Salary Range: $59000.00 - $72000.00 Salary/year

Job Category: Advisory - Transaction Advisory Services

Citrin 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 Staff to join our Advisory Department in our New York City office. As a Staff you will be responsible for:

• Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers
• Prepare Excel data packs
• Analyze historical financial and operating results of target companies
• Prepare financial models related to mergers, acquisitions, or other related transactions
• Perform industry research as needed on engagements
• Assist with the coordination of the day-to-day duties of planning, fieldwork and wrap-up
• Apply TAS Best Practices to ensure consistent quality of service and work product
• Assist with preparation of redacting Excel data packs and written reports
• Assist with the preparation of other business development materials and support

Qualifications:

• B.A./B.S./B.B.A./Master’s in finance, accounting, business, or applied economics
• Have 0-2 years recent experience
• Have strong Microsoft Excel and Microsoft Word skills
• Have strong time management, organizational, and reading comprehension skills
• Be a self-starter, highly collaborative, creative, outgoing, and possesses strong financial analysis, modeling, and valuation skills
• Have completed course work in accounting, finance and/or economics
• Have excellent verbal and written communication skills
• Be able to demonstrate an ability to work cooperatively with team members and have exceptional work ethic