Transaction Advisory Services - Senior Manager

CohnReznick; Dallas (TX); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Generous PTO

Flexible work environment

Expanded parental leave

Extensive learning & development

Volunteer time off

Job summary

CohnReznick is expanding its Transaction Advisory Services team in Dallas, offering opportunities to lead buy-side and sell-side financial due diligence engagements for private equity and strategic buyers. You will analyze financial statements, assess earnings quality, and coordinate with clients and teams to ensure timely delivery of reports.

A CPA or equivalent certification is preferred, with 8+ years of TAS experience across multiple industries.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Strong Excel and PowerPoint skills.
• CPA and other relevant professional certifications preferred.
• Strong knowledge of US GAAP, GAAS, SEC Reporting, and M&A.
• 8+ years of transaction advisory experience across industries.
• Ability to travel to clients as required.
• Excellent analytical, problem-solving, and communication skills.
• Strong project management and ability to handle multiple projects.

Responsibilities

• Act as a key player in buy-side and sell-side financial due diligence engagements from both private equity and strategic buyers.
• Analyze historical financial statements and operational trends to identify sustainable earnings across industries.
• Coordinate with team and management regarding client expectations, deliverables and deadlines.
• Prepare and communicate engagement reports and deliverables to client management.
• Coach and mentor staff on engagements.

Skills

Excel skills

PowerPoint skills

Financial due diligence

Client communication

CPA preferred

Education

Bachelor's degree in Accounting/Finance

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.

YOUR TEAM

This position will support our rapidly growing Transaction Advisory Services group. This team conducts due diligence and supports clients across a wide range of industries. As a member of this team, you'll not only have the opportunity to interact with clients but also to 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.

Benefits

• generous PTO
• a flexible work environment
• expanded parental leave
• extensive learning & development
• paid time off for employees to volunteer

YOUR ROLE

• 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 a variety of 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
• Coach and mentor staff

YOUR EXPERIENCE

• 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
• 8+ plus years of 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

Equal Opportunity

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.

Accessibility

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.

About 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.