Business Valuation Advisory - Manager

CohnReznick• , NY

2d•Hybrid

About The Position

CohnReznick is seeking a Manager to join its Valuation Advisory practice. The position supports a team providing a wide suite of valuation services and involves working with colleagues across all levels of the practice. The firm operates in a hybrid model; team members are encouraged to work in person on average three days per week, with the team determining the cadence of office attendance. The Manager prepares and reviews valuations of businesses and equity interests for financial reporting, tax, and corporate and strategic planning across a range of industries. The role also involves developing complex financial analyses and models; reviewing client, market, industry, and economic data; managing engagements and client expectations; and contributing to business development and internal process improvements. The Manager supervises and develops staff, maintains client relationships, and collaborates with engagement partners, supervisors, and personnel across service lines. Travel may be required as needed. CohnReznick describes its mission as creating opportunity, value, and trust for clients, people, and communities. The firm offers a total rewards package that includes paid time off, a flexible work environment, expanded parental benefits, learning and development, paid volunteer time, and a discretionary performance bonus. The stated New York salary range for this Manager position is $110,000 to $175,000; actual compensation depends on skills, experience, qualifications, location, and applicable employment laws.

Requirements

Bachelor’s degree in finance, accounting, economics, mathematics, business administration, or a related field.
ASA, CPA/ABV, CFA, or another valuation credential, or significant progress toward a credential expected to be obtained within one year.
At least 5 years of experience performing and reviewing valuations of business entities, ownership interests, and intangible assets/purchase price allocations for financial reporting, transactional and corporate planning, and tax purposes at a Big Four or top 20 public accounting and advisory firm or a national valuation firm.
Demonstrated experience and a strong technical background in fair value measurement and financial reporting, including ASC 805 and ASC 350, and business valuations for tax purposes, including estate and gift tax and Section 409A.
Strong leadership, training, and mentoring skills.
Excellent analytical, problem-solving, and root-cause analysis skills.
Strong analytical and financial modeling skills.
Ability to work independently on multiple engagements with competing priorities in a rapidly growing, fast-paced, collaborative, and results-oriented environment.
Strong knowledge of corporate finance and accounting concepts.
Strong written and verbal communication and presentation skills.
Ability to collaborate as part of a team in a deadline-driven environment.
Action-oriented and decisive, willing to take a hands-on role in delivering high-quality work on time and within budget; a natural self-starter and independent thinker.
Highly motivated, with a positive attitude.
Willingness to travel as needed.
High proficiency in Microsoft Excel, Word, and PowerPoint, as well as Capital IQ.
Proven ability to interact effectively with internal partners and directors and with client personnel.

Responsibilities

Prepare and review valuation analyses and reports for businesses and equity interests for financial reporting, tax, and corporate and strategic planning purposes across a variety of industries.
Develop complex financial analyses and financial models.
Review and analyze client financial data, market data, industry data, and economic data.
Serve as the day-to-day point person on engagements; lead meetings and calls with clients and management; and communicate conflicts, delays, issues, and findings to supervisors and clients in a timely manner.
Collaborate with engagement partners and supervisors on engagements and coordinate with personnel across service lines.
Mentor, supervise, train, and develop staff; provide performance feedback and recommendations for improvement.
Manage client expectations concerning project deliverables and deadlines.
Develop and maintain client relationships, respond promptly to client communications, and identify opportunities to cross-sell services.
Pursue and support business development activities, including preparing proposals, participating in industry practice groups and external professional organizations, and developing thought leadership.
Work with team members at all levels to identify and resolve client problems or issues promptly.
Contribute to improving internal processes, procedures, policies, analyses, and models.