M&A Business Intelligence Associate (Corporate Development)

Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,400 employees in 21 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you !

We are looking for an M&A Business Intelligence Associate to join our Corporate Development department in our New York City office or remotely. As an M&A Business Intelligence Associate, you will be responsible for providing business finance and technology support to the Corporate Development function at Citrin Cooperman, a group that has added $270 million in revenue to our firm over a twenty-month period. We will continue to be acquisitive and are looking for a dynamic professional who wants exposure to various segments of our business to assist in various M&A functions throughout the deal lifecycle.

Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals.

NOTE: This is a hybrid position.

Responsibilities:

• Assist in internal identification of potential targets and management of banker/ broker relationships.
• Assist in transaction underwriting and structuring.
• Scenario modeling and ad-hoc analysis for pursuit and negotiation process.
• Prepare and update deal financial models from pursuit through diligence.
• Prepare monthly proforma budget for integration into CC financial reporting.
• Initial analysis of synergies and dyssynergies with handoff of tracking mechanism to corporate finance.
• Cost of revenue reconciliations and projections with a strong understanding of all facets of personnel costs.
• Personnel productivity, utilization, billings, and collections analysis.
• Participate on calls and meetings and actively interact with targets and advisors (ie. legal counsel, diligence providers, etc.).
• Track red flag findings and follow-ups identified throughout the pre-signing process.
• Business model and overall operational analysis.

Qualifications:

• Strong business and interpersonal communication skills.
• 3+ years M&A experience with small to middle market professional services businesses.
• Strong understanding of professional services business (ie. billable hour cycle).
• Investment banking and/ or private equity and/ or financial planning and analysis experience.
• Understanding of cross-functional coordination and managing both dotted and solid line relationships at different levels of a company.
• Superior organization skills with the ability and desire to balance multiple projects of varying complexity at the same time.
• High level Microsoft Excel skills required (macros skills helpful).
• Datasite and/ or other M&A tool and project management skills encouraged.

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
• Modern, high-tech work environment [in the world-renowned Rockefeller Center]

About Citrin Cooperman

Citrin Cooperman is one of the nation’s largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA’s Code of Professional Conduct and applicable laws, regulations, and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. The entities include more than 300 partners and over 1,500 employees across the U.S.

This will further cement our mission to be the go-to regional and national professional services firm of choice that middle-market clients can depend on for the core assurance, tax, and strategic business consulting and advisory services that will bring value, enhancing their business and personal aspirations.

For more information, please visit citrincooperman.com and be sure to follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.

For positions in New York City, the salary range is $125,000 -- $150,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws. This is a participation unit and bonus eligible position.

Job Type: Full-time

Pay: $125,000.00 - $150,000.00 per year

Work Location: Hybrid remote in New York, NY 10020