Transaction Advisory Services - Senior Manager

Transaction Advisory Services - Senior Manager

Department Advisory

Location(s) Dallas

State Texas

Function Transaction and Valuation Advisory

As Cohn Reznick grows, so do our career opportunities. As one of the nation’s top professional services firms, Cohn Reznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do!

Cohn Reznick helps organizations optimize performance, manage risk, and maximize value through Cohn Reznick LLP (assurance services) and Cohn Reznick 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
Manager to join the team in our Transaction Advisory Services practice in our Dallas office!

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.

At Cohn Reznick, 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.

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
• Coach and mentor staff

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
• 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

Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At Cohn Reznick, 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.

"Cohn Reznick" is the brand name under which Cohn Reznick LLP and Cohn Reznick Advisory LLC and their respective subsidiaries provide…