M&A Insurance Advisory - Senior Associate

CohnReznick; Boca Raton (FL); Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Paid time off

Flexible schedule

Parental leave

Job summary

CohnReznick is seeking a Senior Associate to join the M&A Insurance Advisory team. This remote role offers flexibility to work from anywhere while collaborating with colleagues across the firm on complex diligence projects.

The successful candidate will review financial due diligence, engage with experts, and clearly communicate findings and recommendations to clients. A CPA or related certifications are a plus, with a focus on high‑quality analysis and proactive problem solving.

Qualifications

• Bachelor’s degree in Accountancy, Finance, Business Administration, or related field.
• 3+ years of experience providing financial/accounting due diligence.
• CPA preferred but not required.
• CFF or CFE designations are a plus.
• Experience assessing the sufficiency of financial diligence procedures in the context of mergers and acquisitions.
• Significant case experience regarding complex transactions and accounting considerations.
• Experience managing multiple complex engagements simultaneously.
• Excellent analytical and organizational skills.
• Significant flexibility of work schedule to meet client needs.
• Strong written and verbal communication skills.

Responsibilities

• Support Value360’s growing M&A Insurance Advisory practice.
• Review financial due diligence reports, acquisition agreements, and RWI policies.
• Facilitate virtual interviews with technical accounting experts and diligence providers.
• Effectively communicate diligence findings in written deliverables, clearly articulating the basis for any recommendations.
• Provide timely and comprehensive responses to clients regarding accounting and valuation considerations.
• Conduct GAAP research.

Skills

Due diligence

Financial analysis

Communication

Team leadership

GAAP research

Education

Bachelor’s degree in Accountancy, Finance, Business Administration

Tools

Microsoft Office

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 the M&A Insurance Advisory team.

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.

This position will support our M&A Insurance Advisory practice. 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

• Support Value360’s growing M&A Insurance Advisory practice


• Review financial due diligence reports, acquisition agreements, and representation and warranty insurance (RWI) policies


• Facilitate virtual interviews with technical accounting experts and diligence providers


• Effectively communicate diligence findings in written deliverables, clearly articulating the basis for any recommendations


• Provide timely and comprehensive responses to clients regarding accounting and valuation considerations


• Conduct GAAP research

The Successful Candidate Will Have

• Bachelor’s degree in Accountancy, Finance, Business Administration, or related field.


• 3+ years of experience providing financial/accounting due diligence


• CPA preferred but not required


• CFF or CFE designations are a plus.


• Experience assessing the sufficiency of financial diligence procedures in the context of mergers and acquisitions.


• Significant case experience regarding complex transactions and accounting considerations.


• Experience managing multiple complex engagements simultaneously.


• Excellent analytical and organizational skills.


• Significant flexibility of work schedule to meet client needs.


• Excellent analytical and problem-solving skills


• Excellent analytical, problem-solving, and root cause determination skills.


• Strong written and verbal communication skills.


• Ability to lead a team in a deadline-driven environment. A natural self-starter and independent thinker.


• Action-oriented, decisive approach, with the willingness to take a hands-on role to ensure the deliverables are met on time with high quality.


• Proficient in Microsoft Office


• Strong attention to detail with the ability to work independently.

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.

“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 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.

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