Finance Transformation Advisory - Senior Associate

CohnReznick; Chicago (IL); Remote; USD 85,000 - 130,000; Full time

Benefits offered by this job

Generous PTO

Flexible work environment

Parental leave

Learning & development

Volunteer time off

Job summary

CohnReznick's Finance Transformation Advisory team in Chicago is seeking a Senior Associate to help clients transform finance operations through rapid diagnostics, roadmaps, and automation initiatives.

You will work on real estate and other mid-market sectors, collaborate with advisory professionals, manage project delivery, and apply AI-enabled approaches to drive efficiency while maintaining strong stakeholder communication and problem-solving skills.

Qualifications

• Ability to work collaboratively in a team environment.
• Experience with Real Estate clients.
• Exposure to AI-driven automation and hyperautomation trends.
• Strong analytical and problem-solving skills.
• Familiarity with data analytics and KPIs to support process improvement.
• Strong verbal and written communication skills.
• Good interpersonal and agile project/time management skills.
• Strong project management experience.
• Ability to communicate effectively with stakeholders at various levels.
• Creativity and willingness to take on new challenges.
• Experience or exposure in 1–2 domains preferred (e.g., Finance, Operations).
• BS/BA or higher required; MBA a plus.
• Proficiency in MS Office applications; exposure to workflow automation and process mining tools.
• Strong proficiency in utilizing LLMs as part of daily work.

Responsibilities

• Assist in executing functional assessments, rapid diagnostics, transformation roadmaps, and automation solutions.
• Contribute to business transformation and automation projects, including analyzing current operations, supporting future-state design, and helping implement transformation roadmaps.
• Support efforts to optimize and automate clients’ back-office functions.
• Collaborate with teams on designing and implementing new operating models, organizational realignment, shared services/centers of excellence, process improvements, and automation solutions.
• Research and assist in deploying business process automation tools, such as AI and related technologies.
• Participate in requirements gathering, process and functional design, prototyping, testing, training, and solution adoption.
• Help assess and implement business process automation with functional tool upgrades such as AI and process automation.
• Serve as a project manager on select engagements

Skills

Analytical skills

Problem-solving

Real Estate experience

AI-driven automation

Stakeholder communication

Project management

Agile/project/time management

LLMs in daily work

Travel up to 30%

Education

BS/BA

MBA a plus

Tools

MS Office

Workflow automation tools

Process mining

LLMs

Job description

Finance Transformation Advisory - Senior Associate

Opportunity ID

10171

Department Advisory

Location(s) Chicago

State Illinois

Function Advisory

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 Senior Associate to join our Finance Transformationteam in our CxO 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 remote which means it does not require job duties be performed within proximity of a CohnReznick office location. However, as a remote employee, you may be required to be present at a CohnReznick office with scheduled notice for client work, team meetings, or trainings.

YOUR TEAM.

CohnReznick’s CxO group offers our clients an extensive array of executive advisory (OCFO, OCOO, OCIO), digital and process transformation, and automation enablement services to adapt to the rapidly changing business environment. Our client focus is mid-market, and you will be exposed to a variety of industries including tech, consumer, manufacturing & distribution, real estate, hospitality, private equity, and renewable energy to name a few.

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:

• Assist in executing functional assessments, rapid diagnostics, transformation roadmaps, and automation solutions.
• Contribute to business transformation and automation projects, including analyzing current operations, supporting future-state design, and helping implement transformation roadmaps.
• Support efforts to optimize and automate clients’ back-office functions.
• Collaborate with teams on designing and implementing new operating models, organizational realignment, shared services/centers of excellence, process improvements, and automation solutions.
• Research and assist in deploying business process automation tools, such as AI and related technologies.
• Participate in requirements gathering, process and functional design, prototyping, testing, training, and solution adoption.
• Help assess and implement business process automation with functional tool upgrades such as AI and process automation.
• Serve as a project manager on select engagements

YOUR EXPERIENCE.

• Ability to work collaboratively in a team environment.
• Experience working with Real Estate clients
• Exposure to AI-driven automation and hyperautomation trends.
• Strong analytical and problem-solving skills.
• Familiarity with using data analytics and KPIs to support process improvement.
• Strong verbal and written communication skills.
• Good interpersonal and agile project/time management skills.
• Strong project management experience
• Ability to communicate effectively with stakeholders at various levels.
• Creativity and willingness to take on new challenges.
  
• Experience or exposure in 1–2 domains preferred (e.g., Customer & Marketing, Finance, Operations, Supply Chain, etc.).
• BS/BA required; MBA a plus.
• Bachelor’s + 4 years or Master’s + 2 years’ experience in strategy, finance, business operations, financial modeling, process improvement, and automation.
• Familiarity with emerging technologies and business systems.
• Proficiency in MS Office applications; exposure to workflow automation and process mining tools.
• Strong proficiency in utilizing LLMs as a part of daily work activity
• Travel up to 30%, on average, may be required for this role.

In addition, please take a moment to review our 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.

InIllinois, the salary range for a Senior Associateis$85,000 to $130,000. 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. To learn more about life at CohnReznick, visit 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.

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 Equal Employment Opportunity Posters

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 is 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.