Business Valuation Advisory - Senior Manager

CohnReznick is a top professional services firm providing advisory, assurance, and tax services through CohnReznick LLP and CohnReznick Advisory LLC. This hybrid Senior Manager role supports the Valuation Advisory practice, which serves clients across industries including technology, life sciences, consumer products, hospitality, manufacturing and distribution, construction, cannabis, and healthcare. Team members are encouraged to be in the office an average of three days per week for in-person collaboration.

Responsibilities

• Plan, execute, direct, review, and complete valuation analyses and reports for businesses and equity interests for financial reporting, tax, and corporate and strategic planning purposes across a variety of industries
• Develop complex financial analyses and financial models
• Ensure quality control and accuracy of client deliverables
• Supervise and oversee all aspects of Valuation Advisory Services engagements throughout the transaction process, and coordinate work performed by multiple service lines
• Work closely with the Assurance Team to review and prepare documentation for assurance clients and related fair value measurements
• Understand and manage firm risk on projects and proposals
• Manage client expectations concerning project deliverables and deadlines and lead change efforts effectively
• Work closely with managers and partners to promptly identify and resolve client problems or issues
• Develop and maintain strong client relationships and cross-sell services
• Manage business development activities, such as proposals, account teams, industry practice groups, conferences, developing white papers and/or other thought leadership material
• Meet or exceed sales targets for new and follow-on work
• Mentor, supervise, train, and develop managers and staff; provide performance feedback and recommendations for improvement
• Improve internal processes, procedures, policies, analyses, and models

Requirements

• Bachelor’s degree in finance, accounting, economics, mathematics, business administration, or a related field (Master’s degree a plus)
• ASA, CPA/ABV, CFA, or another valuation credential
• 8+ years of experience performing and reviewing business valuations for financial reporting, transactional and corporate planning, and tax purposes at a Big Four or top 20 public accounting and advisory firm or a national valuation firm
• Minimum of 5 years functioning in a supervisory role
• Demonstrated experience and strong technical background in business valuations for fair value measurement and financial reporting (e.g., ASC 805, ASC 350, ASC 718) and for transactional/corporate planning and tax purposes (e.g., buy/sell, shareholder buyout, estate and gift tax, 409A)
• Strong leadership, business development, training, and mentoring skills
• Excellent analytical, problem-solving, and root-cause analysis skills
• Strong analytical and financial modeling skills
• Ability to work independently on multiple engagements with competing priorities in a rapidly growing, fast-paced, collaborative, and results-oriented environment
• Strong knowledge of corporate finance, financial accounting, and US GAAP
• Strong written and verbal communication and presentation skills
• Ability to work collaboratively as part of a team in a deadline-driven environment
• Action-oriented and decisive, with a willingness to take a hands-on role in delivering high-quality work on time and within budget; a natural self-starter and independent thinker
• Highly motivated, with a positive attitude
• Willingness to travel as needed
• High proficiency in Microsoft Excel, Word, and PowerPoint, as well as Capital IQ
• Proven ability to interact directly with senior client personnel and key decision makers

Pay

In New York, the salary range for a Senior Manager is $150,000 to $250,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. Salary is one component of the CohnReznick total rewards package.

Benefits

• Discretionary performance bonus
• Generous paid time off
• Expanded and inclusive parental benefits
• Access to best-in-class learning and development platforms
• Flexible work environment
• Paid time off for employees to volunteer