Business Valuation Advisory - Manager

CohnReznick• , IL

2d•Hybrid

About The Position

CohnReznick is seeking a Manager to join its Valuation Advisory practice in a hybrid role. The practice provides a wide range of valuation services and offers the opportunity to build skills while working with colleagues across all levels. The position is considered hybrid, with professionals encouraged to work in person an average of three days per week; the team determines the specific in-office cadence. The Manager will prepare and review valuations of businesses and equity interests for financial reporting, tax, and corporate and strategic planning purposes across a variety of industries. The role combines technical valuation work and financial modeling with engagement leadership, client relationship management, staff development, and business development. The Manager will collaborate with engagement partners, supervisors, and personnel across service lines, and help improve internal processes and valuation tools.

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 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, 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, with a willingness to take a hands-on role in delivering high-quality work on time and within budget; self-starting and independent-minded.
Highly motivated, with a positive attitude.
Willingness to travel as needed.
High proficiency in Microsoft Excel, Word, PowerPoint, and 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 multiple 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 promptly.
Collaborate with engagement partners and supervisors on all aspects of engagements and coordinate with personnel across service lines.
Mentor, supervise, train, and develop staff; provide performance feedback and recommendations for improvement.
Manage client expectations regarding 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.