TAS Director

Citrin Cooperman Advisors LLC

$150K — $260K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Business Administration, Economics, Finance, or equivalent
  • CPA preferred
  • At least 6 years of audit, accounting, and financial due diligence experience
  • Experience with lower middle market companies (under $250M in revenue)
  • Deep understanding of US GAAP
  • Proficiency in Microsoft Word, Excel, and PowerPoint
  • Strong communication skills, both verbal and written
  • Excellent project management and organizational skills
  • Ability to manage multiple engagements simultaneously

Responsibilities

  • Conduct financial due diligence for buy-side and sell-side clients
  • Plan and lead multiple due diligence engagements
  • Serve as primary client contact throughout due diligence
  • Interview C-level personnel at acquisition targets
  • Analyze financial results and identify risks
  • Prepare due diligence reports with key findings and recommendations
  • Mentor and develop junior staff
  • Generate new business opportunities and develop proposals

Benefits

  • Medical, Dental, and Vision Insurance with wellness incentives
  • Employer contribution to Life Insurance and 401(k) plan
  • Generous Paid Time Off, including unique Fall Wind Down Fridays
  • Customized learning and development opportunities
  • Hybrid and flexible work arrangements available
  • Employee ownership of unique contributions in a dynamic environment
Full Job Description
We are looking for a Transaction Advisory Services (TAS) Director to join our Advisory Department. As a TAS Director, you will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals. Responsibilities: • Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers • Plan, manage, and lead multiple due diligence engagements and service teams • Act as primary client contact for the duration of the due diligence process • Conduct on-site and/or phone interviews with C-level personnel at acquisition targets • Analyze historical financial and operating results of target companies, explain business trends, and identify risks • Prepare due diligence reports and presentations to clients which compile analyses and highlight key findings and recommendations • Train, develop, and mentor lower-level staff • Apply TAS Best Practices to ensure consistent quality of service and work product and actively participate in the development of the group's Best Practices • Generate new business opportunities for the group and the firm • Develop proposals, including budgets and scope of work, and present proposals to prospective clients Qualifications: • Bachelor's degree in Accounting, Business Administration, Economics, Finance or equivalent • CPA preferred • Minimum of 6 years of audit, accounting, and financial due diligence experience required • Prior experience 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, specifically business writing aptitude • 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 • Dedication to the firm's Core Values • Intellectual curiosity with the desire to continue to develop professionally What we offer: • Competitive Base Salary and annual performance-based bonuses • Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives • Employer contribution to Life Insurance, and 401(k) plan • Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity (Ask us about it!) • Customized learning and development opportunities and continuing professional education both in-house and virtually • Hybrid, flex, and remote work opportunities available • Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution For positions in New York City & California, the salary range is $150,000 -- $260,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.

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