Business Valuation Advisory - Manager

CohnReznick; Chicago (IL); Hybrid; USD 110,000 - 180,000; Full time

Job summary

CohnReznick, a leading professional services firm, is seeking an Advisory Manager in the Valuation Advisory practice in Illinois. You will prepare and review valuations, develop complex financial analyses, and lead client engagements while mentoring staff.

You’ll work in a collaborative, fast-paced environment with opportunities to influence cross-functional teams and engage in business development, all within a hybrid in-office/remote model requiring about 3 days in the office per week.

Qualifications

• Bachelor’s degree in finance, accounting, economics, mathematics, business administration, or a related field.
• ASA, CPA/ABV, CFA, or another valuation credential, or significant progress toward a credential expected to be obtained within one year.
• 5+ years of experience performing and reviewing valuations of business entities, ownership interests, and intangible assets for financial reporting, transactional and tax purposes.
• Strong leadership, training, and mentoring skills.
• Excellent analytical, problem-solving, and communication skills.

Responsibilities

• Prepare and review valuation analyses and reports across industries for financial reporting, tax, and strategic planning.
• Develop complex financial analyses and models.
• Lead meetings with clients and management; communicate issues clearly to supervisors and clients.
• Mentor and develop staff; provide performance feedback.
• Manage client expectations concerning deliverables and deadlines.
• Develop client relationships and identify cross-sell opportunities.
• Support business development, including proposals and industry groups.
• Identify and resolve client problems with team members.
• Contribute to improving internal processes and models.

Skills

Leadership

Mentoring

Analytical thinking

Financial modeling

Excel

Written communication

Verbal communication

Team collaboration

Problem solving

Travel readiness

Education

Bachelor’s degree in finance, accounting, economics, mathematics, business administration, or related field

Tools

Capital IQ

Microsoft Excel

Microsoft Word

PowerPoint

Job description

As CohnReznick grows, so do our career opportunities. As one of the nation’s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do!

CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.

We currently have an exciting career opportunity for a Manager to join our Valuation Advisory practice.

CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. 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.

YOUR TEAM.

This position will support our Valuation Advisory group. This group provides a wide suite of services to clients, giving you the opportunity to learn, grow, and build out your skills. As a member of this team, you’ll interact with team members across all levels within the practice.

WHY COHNREZNICK?

At CohnReznick, we’re united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it’s working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your “why” at the firm.

We believe it’s important to balance work with everyday life – and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.

YOUR ROLE.

Responsibilities Include But Not Limited To

• Prepare and review valuation analyses and reports for businesses and equity interests for financial reporting, tax, and corporate and strategic planning purposes across a variety of industries, including, but not limited to, technology, life sciences, consumer products, hospitality, manufacturing and distribution, construction, cannabis, and healthcare.
• Develop complex financial analyses and financial models.
• Review and analyze client financial data, market data, industry data, and economic data.
• Serve as the day-to-day point person on engagements; lead meetings and calls with clients and management; and clearly communicate conflicts, delays, issues, and findings to supervisors and clients in a timely manner.
• Collaborate with engagement partners and supervisors on all aspects of engagements and coordinate with personnel across service lines.
• Mentor, supervise, train, and develop staff; provide performance feedback and recommendations for improvement.
• Manage client expectations concerning project deliverables and deadlines.
• Develop and maintain client relationships, promptly respond to client communications, and look for opportunities to cross-sell services.
• Actively pursue and support business development activities, including preparing proposals, participating in industry practice groups and external professional organizations, and developing thought leadership.
• Work closely with team members at all levels to promptly identify and resolve client problems or issues.
• Contribute to improving internal processes, procedures, policies, analyses, and models.

Your Experience.

The successful candidate will have:

• Bachelor’s degree in finance, accounting, economics, mathematics, business administration, or a related field.
• ASA, CPA/ABV, CFA, or another valuation credential, or significant progress toward a credential expected to be obtained within one year.
• 5+ years of experience performing and reviewing valuations of business entities. ownership interests, and intangible assets/purchase price allocations 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.
• Demonstrated experience and a strong technical background in fair value measurement and financial reporting (e.g., ASC 805 and ASC 350) and business valuations for tax purposes (e.g., estate and gift tax and Section 409A).
• Strong leadership, 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 and accounting concepts.
• 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 effectively with internal partners and directors and with client personnel.

Universal Job Standards.

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. You may be just the right candidate for this or one of our other roles.

In Illinois, the salary range for an Advisory Manager is $110,000 to $180,000. 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, 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.

Life at CohnReznick.

"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.

Equal Employment Opportunity Posters.

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. For more information, please see.

If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at [e-mail] Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.

CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.