Director – Healthcare, Transaction Advisory Services

Citrin Cooperman

Director of Transaction Advisory Services at Citrin Cooperman overseeing financial due diligence engagements. Managing teams, analyzing financial data, and training staff while developing new business opportunities.

Posted 7/1/2026full-timeRemote • Illinois, New York, Pennsylvania • 🇺🇸 United StatesLead💰 $120,000 - $240,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

Competitive compensation and benefits
Flexibility to manage personal and professional life

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Financial AnalysisDue Diligence ReportingRisk IdentificationBusiness Trend AnalysisProposal DevelopmentBudget ManagementC-Level InterviewsAccounting PrinciplesAudit ProceduresFinancial Reporting

Soft Skills

MentoringCommunicationClient EngagementTeam DevelopmentBusiness Development

Certifications

CPA