Company Description
Citrin Cooperman is one of the nation’s largest and fastest-growing professional services firms, helping middle-market companies and high net worth individuals find success through proactive guidance and specialized services since 1979. Rooted in core values, Citrin Cooperman offers a comprehensive, integrated business approach with tailored insights throughout the client lifecycle. With over 30 offices and more than 3,300 professionals, Citrin Cooperman is included in the Top 20 Firms by Accounting Today. Learn more at citrincooperman.com.
Role Description
This is a full-time on-site role for a Transaction Advisor Senior located in Braintree. The Transaction Advisor Senior will oversee the due diligence and valuation aspects of transactions, work closely with clients to provide strategic advice, prepare and review financial models, and ensure compliance with relevant regulations. The role requires collaboration with team members to analyze data and present findings, as well as maintaining client relationships and providing exceptional service.
Qualifications
* Experience in due diligence and valuation
* Strong financial modeling and data analysis skills
* Proven strategic advisory experience
* Excellent written and verbal communication skills
* Ability to work on-site and collaborate with team members
* Bachelor's degree in Finance, Accounting, Business, or related field
* Relevant certifications such as CPA or CFA are a plus
* Prior experience in a professional services firm is beneficial