Transaction Advisory Services Senior

Key Responsibilities/Job Description for TAS Senior/Manager

About the firm

Citrin Cooperman is seeking a Transaction Advisory Services (TAS) Senior for the firm's India office. We are a growing, nationally recognized full-service accounting, tax, and consulting firm with over 1,350 partners and staff and 17 offices. The firm was founded in 1979 by Joel Cooperman and Niles Citrin and today is the 22nd largest accounting and consulting firm in the United States, and 4th among mid-Atlantic firms. Our daily mission is to help our clients "focus on what counts." We're driven to meet this mission by our passion for providing clients with an objective viewpoint and insightful advice on whatever challenges they bring to the table.

The India office in Ahmedabad started in 2016 and is one of the Biggest CPA firms in Gujarat as on date.

Requirements

• Bachelor’s degree in Accounting, Business Administration, Economics, Finance or equivalent

• CPA preferred

• Minimum of 4+ years of audit and/or financial due diligence experience, preferably dealing with lower middle market companies (<$250M in revenue)

• Solid working knowledge of US GAAP

• Highly proficient in Microsoft Word, Excel and PowerPoint

• Excellent verbal and written communication skills

• 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

Job Description:

Responsibilities Includes, but not limited to

• Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers

• Plan and manage due diligence engagements on budget

• Act as primary client contact for the duration of 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 presentations to clients which compile analyses and highlight key findings and recommendations

• Analyze historical financial and operating results of target companies and explain business trends and identify risks

• Prepare financial models related to mergers, acquisitions or other related transactions

• Perform industry research as needed on engagements

• Schedule and supervise the tasks and project assignments of senior analysts

• Mentor, train and supervise junior staff

• Apply TAS Best Practices to ensure consistent quality of service and work product

• Actively participate in the development of the group’s Best Practices

• Develop proposal including budgets and scope of work and present proposals to prospective clients

• Identify and pursue business development opportunities through industry and networking relationships