Director, Transaction Advisory Services (Healthcare)

Citrin Cooperman is seeking a Transaction Advisory Services (TAS) Director with healthcare expertise to join its Advisory Department. The Director will lead financial due diligence engagements on behalf of private equity clients and corporate acquirers and sellers.

Key Responsibilities:

- Conduct buy-side and sell-side financial due diligence for private equity clients and corporate acquirers/sellers

- Plan, manage, and lead multiple due diligence engagements and service teams

- Act as primary client contact throughout the due diligence process

- Conduct on-site and phone interviews with C-level personnel at acquisition targets

- Analyze historical financial and operating results, explain business trends, and identify risks

- Prepare due diligence reports and presentations highlighting key findings and recommendations

- Train, develop, and mentor lower-level staff

- Apply TAS best practices to ensure consistent quality of service

- Generate new business opportunities and develop proposals for prospective clients

Qualifications:

Bachelor's degree in Accounting, Business Administration, Economics, or Finance; CPA preferred; minimum 6 years of audit, accounting, and financial due diligence experience; prior experience with lower middle market companies; strong proficiency in Excel, Word, and PowerPoint.