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Transaction Advisory Staff - Field Examiner
Transaction Advisory Staff - Field ExaminerCitrin Cooperman • Carlsbad, CA, US
Transaction Advisory Staff - Field Examiner

Transaction Advisory Staff - Field Examiner

Citrin Cooperman • Carlsbad, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!

We are looking for a Transaction Advisory Staff Field Examiner to join our Advisory Department. As a Staff you will be responsible for:

Responsibilities:

  • Assist senior field examiners in conducting audits and analysis of borrowers' collateral records and financial reports.
  • Perform basic examinations of collateral under supervision, primarily focusing on accounts receivable and inventory.
  • Help prepare preliminary deliverable report and document findings under the guidance of a senior examiner.
  • Learn and apply industry standards and company procedures for assessing creditworthiness and collateral values.
  • Participate in meetings with lending and credit personnel to discuss findings and observations during field examinations.

Qualifications:

  • Bachelor’s degree in Accounting, Finance, or a related field.
  • 1-2 years of experience in accounting, banking, or related field preferred; fresh graduates with strong academic records are also encouraged to apply.
  • Basic knowledge of corporate accounting and financial statement analysis.
  • Proficient in Microsoft Office, particularly Excel.
  • Strong analytical and problem-solving skills.
  • Excellent communication skills and the ability to work effectively in a team environment.
  • Willingness to travel regularly, including possible overnight stays.

About Citrin Cooperman:

Citrin Cooperman is one of the nation’s largest professional services firms. Since 1979, the firm has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them meet their short-term needs and long-term objectives. Citrin Cooperman clients span an array of industry and business sectors and leverage a complete menu of service offerings. 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 law, regulations, and professional standards. The entities include more than 450 partners and 2,500 total professionals. Learn more about Citrin Cooperman here:

CC Disclaimer:

"Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.

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Transaction Advisory Staff Field Examiner • Carlsbad, CA, US

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