Transaction Advisory Services - Manager

Overview

CohnReznick is a leading professional services firm offering advisory, assurance, and tax services. The firm has offices nationwide and serves clients globally. They are currently seeking a Manager for their Transaction Advisory Services practice in San Francisco.

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 various industries including manufacturing, distribution, hospitality, high-technology, and healthcare
• Coordinate 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+ 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+ 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

Pay

In California, the salary range for an Advisory Manager is $115,000 to $175,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws.

Schedule

The position offers flexibility and remote work options, with the option to work in-office or remotely.