M&A Insurance Advisory - Managing Director

About the role

CohnReznick is seeking a senior leader for the M&A Insurance practice, focused on advising clients in representation and warranty insurance (RWI) disputes. This role will lead engagements involving alleged breaches of representations and warranties, GAAP and accounting policy interpretation issues, and other matters arising from purchase agreements and related transaction documents.

Responsibilities

• Practice Leadership & Business Development
• Contribute to the firm’s growing M&A Insurance practice.
• Develop relationships with clients, law firms, investment banks, insurance brokers, and transaction advisory professionals.
• Collaborate with Transaction Advisory, FDD, valuation, restructuring, and litigation support teams across the firm.
• Develop practice methodologies, templates, and thought leadership relating to purchase price adjustment disputes and dispute resolution mechanisms.
• Client Advisory Services
• Advises clients in underwriting and issuance of RWI policies relating to:
• Analyze SPAs and related transaction documents.
• Prepare expert-style analyses, position papers, rebuttal reports, and settlement support materials as required.
• Lead negotiations and accounting discussions between counterparties and counsel.
• Team Leadership
• Recruit, mentor, and develop professionals within the practice.
• Provide technical oversight and quality review of engagement deliverables.
• Support training initiatives relating to purchase agreements, accounting principles, and dispute resolution methodologies.

Requirements

• 10+ years of experience in transaction advisory, transaction accounting, disputes, audit, or related financial consulting.
• Significant experience analyzing purchase agreements and post-closing adjustment mechanisms.
• Demonstrated experience resolving disputes relating to working capital, debt, cash, transaction expenses, earn-outs, and accounting policy application.
• Strong understanding of U.S. GAAP and transaction accounting concepts.
• Existing relationships within the private equity, legal, and M&A community preferred.

Technical Skills

• Deep understanding of interpreting complex contractual accounting provisions and dispute resolution clauses.
• Strong written communication and report drafting skills.
• Professional Credentials: CPA strongly preferred. CFA, ABV, CFF, or other dispute/accounting credentials a plus.

Qualifications

• Education: Bachelor's degree in Accounting, Finance, Economics, or a related field.
• Experience: 10+ years of experience in transaction advisory, transaction accounting, disputes, audit, or related financial consulting.
• Skills: Strong understanding of U.S. GAAP and transaction accounting concepts, existing relationships within the private equity, legal, and M&A community preferred.

Benefits

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, which includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few.

Pay

In New York, the salary range for a Director/Managing Director is $200,000 to $350,000.

Schedule

This position is considered hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week.

Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we still encourage you to apply.

Equal Opportunity Employer

CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability.