Transactional Advisory - Managing Director

CohnReznick; San Jose (CA); Remote; USD 200,000 - 350,000; Full time

Job summary

A leading professional services firm is seeking a Managing Director for their Transactional Advisory practice in San Jose, California. This role involves financial due diligence, mentoring staff, and building client relationships. The firm offers a hybrid work environment and values diversity and inclusion.

Benefits

Generous PTO

Flexible work environment

Expanded parental leave

Paid time off for volunteering

Qualifications

• 12+ years of combined audit and transaction advisory experience.
• Strong current knowledge of US GAAP, GAAS, SEC Reporting.

Responsibilities

• Act as a key player in financial due diligence engagements.
• Analyze historical financial statements and operational trends.
• Mentor and coach staff.

Skills

Analytical

Problem-Solving

Communication

Project Management

Education

Bachelor’s degree in Accountancy

Bachelor’s degree in Finance

Tools

Excel

PowerPoint

Job description

Transactional Advisory - Managing Director

Opportunity ID

8309

Department Advisory

Location(s) San Jose

State California

Function Transaction and Valuation 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 Managing Director to join our Transactional Advisorypractice.

CohnReznick is a hybrid firm 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 Transactional Advisorygroup. 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 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
• Mentor and coach staff
• Be 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 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
• 12+ plus years of combined audit and 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 with high

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 a Managing Director is $200,000 to $350,000. 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.