Transaction Advisory Services - Director

CohnReznick; Los Angeles (CA); On-site; USD 200,000 - 350,000; Full time

Benefits offered by this job

Generous PTO

Parental leave

Learning & development

Volunteer time off

Job summary

CohnReznick is seeking a Director to join the Transaction Advisory Services practice in California. You will lead buy-side and sell-side due diligence engagements for private equity and strategic buyers, analyze historical financials, and coordinate with clients on deliverables and deadlines.

The role requires a CPA or equivalent, strong GAAP/GAAS knowledge, excellence in Excel and PowerPoint, and proven leadership.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA or other professional certifications preferred.
• Strong current knowledge of US GAAP/GAAS and SEC reporting.

Responsibilities

• Act as a key player in buy-side and sell-side financial due diligence engagements for private equity and strategic buyers.
• Analyze historical financial statements and evaluate operational trends to identify sustainable earnings.
• Coordinate with team and management regarding client expectations concerning project deliverables and deadlines.
• Effectively write and communicate engagement reports and deliverables to client management.
• Mentor and coach staff and participate in business development activities.

Skills

Financial due diligence

Excel

PowerPoint

Communication

Project management

Mentoring

Travel

Team collaboration

Education

Bachelor's in Accounting/Finance

CPA preferred

Tools

Excel

PowerPoint

Job description

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 Director to join our Transaction Advisory Services practice.

YOUR TEAM.

This position will support our Transaction 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: Act as a key player in buy-side and sell-side financial due diligence engagements from both private equity and strategic corporate buyersAnalyze historical financial statements and evaluate operational trends to identify sustainable earnings for a variety of industries, including manufacturing, distribution, hospitality, high-technology, and healthcareCoordinate with team and management regarding client expectations concerning project deliverables and deadlinesEffectively write and communicate engagement reports and deliverables to client managementMentor and coach staffBe market facing, participating in firm-organized and industry events, building relationships with prospects and referral sources to generate new business and expand existing business.The successful candidate will have: Bachelor's degree in Accountancy, Finance, or related fieldStrong Excel and PowerPoint skillsCPA and other relevant professional certifications preferredStrong current knowledge of US GAAP, GAAS, SEC Reporting, transaction advisory services, or mergers and acquisitions10+ plus years of combined audit and transaction advisory experience within various industriesAbility to work additional hours as needed and travel out-of-town to clients as requiredExcellent analytical, problem-solving, and root cause determination skillsStrong written and verbal communication and presentation skillsStrong project management with the ability to work on multiple projects simultaneously in a team-oriented environmentAction-oriented, decisive approach to work required, with the willingness to take a hands-on role to ensure the deliverables are met on time with high

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.

In California, the salary range for an Advisory Director/Managing Director is $200,000 to $350,000. 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. 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 are not a means of inquiry about positions or application statuses.