Transaction Advisory Services - Manager

About the role

CohnReznick is seeking a Manager to join our Transaction Advisory Services practice in our Dallas office. This position supports our rapidly growing Transaction Advisory Services group, conducting buy-side and sell-side financial due diligence engagements from both private equity and strategic corporate buyers.

Responsibilities

• Act as a key player in buy-side and sell-side financial due diligence engagements from both private equity and strategic corporate buyers
• Analyze historical financial statements and evaluate operational trends to identify sustainable earnings for a variety of industries, including manufacturing, distribution, hospitality, high-technology, and healthcare
• Cook up with team and management regarding client expectations concerning project deliverables and deadlines
• Effectively write and communicate engagement reports and deliverables to client management

Requirements

• Bachelor’s degree in Accountancy, Finance, or related field
• Strong Excel and PowerPoint skills
• CPA and other relevant professional certifications preferred
• Strong current knowledge of US GAAP, GAAS, SEC Reporting, transaction advisory services, or mergers and acquisitions
• 5+ plus years of audit and/or transaction advisory experience within various industries
• Ability to work additional hours as needed and travel out-of-town to clients as required
• Excellent analytical, problem-solving, and root cause determination skills
• Strong written and verbal communication and presentation skills
• Strong project management with the ability to work on multiple projects simultaneously in a team-oriented environment
• Action-oriented, decisive approach to work required, with the willingness to take a hands-on role to ensure the deliverables are met on time

Qualifications

• Bachelor’s degree in Accountancy, Finance, or related field
• Strong Excel and PowerPoint skills
• CPA and other relevant professional certifications preferred
• Strong current knowledge of US GAAP, GAAS, SEC Reporting, transaction advisory services, or mergers and acquisitions
• 5+ plus years of audit and/or transaction advisory experience within various industries
• Ability to work additional hours as needed and travel out-of-town to clients as required
• Excellent analytical, problem-solving, and root cause determination skills
• Strong written and verbal communication and presentation skills
• Strong project management with the ability to work on multiple projects simultaneously in a team-oriented environment
• Action-oriented, decisive approach to work required, with the willingness to take a hands-on role to ensure the deliverables are met on time

Skills

• Strong analytical and problem-solving skills
• Effective communication and presentation skills
• Project management abilities
• Ability to work independently and as part of a team

Benefits

• Generous PTO
• Flexible work environment
• Expanded parental leave
• Extensive learning & development
• Paid time off for volunteering

Pay

Compensation is competitive and commensurate with experience.

Schedule

The position offers a flexible schedule to accommodate the needs of the role and the team.