Business Valuation Advisory - Senior Manager

CohnReznick • , IL

3d • $150,000 - $250,000 • Hybrid

About The Position

CohnReznick is seeking a Senior Manager to join its Valuation Advisory practice in a hybrid role. The practice provides valuation services across multiple industries, and the position works with colleagues at all levels. Team members are encouraged to work together in person an average of three days per week, with the cadence of office presence determined by the team.

The Senior Manager plans, executes, directs, reviews, and completes valuation analyses and reports for businesses and equity interests. Assignments support financial reporting, tax, transactions, and corporate and strategic planning. The role develops complex financial analyses and models, ensures the quality and accuracy of deliverables, oversees valuation engagements and coordinates work across service lines. It also manages project risk, client expectations, deadlines, and issue resolution.

The position builds client relationships and develops business through proposals, account teams, industry groups, conferences, and thought leadership, while meeting sales targets. The Senior Manager mentors, supervises, trains, and develops managers and staff, provides performance feedback, and improves internal processes and valuation tools. Travel may be required as needed.

Requirements

• Bachelor’s degree in finance, accounting, economics, mathematics, business administration, or a related field.
• ASA, CPA/ABV, CFA, or another valuation credential.
• At least 8 years of experience performing and reviewing business valuations 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.
• At least 5 years functioning in a supervisory role.
• Demonstrated experience and strong technical background in business valuations for fair value measurement and financial reporting, including ASC 805, ASC 350, and ASC 718, and for transactional/corporate planning and tax purposes, including buy/sell, shareholder buyout, estate and gift tax, and 409A.
• Strong leadership, business development, 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, financial accounting, and US GAAP.
• Strong written and verbal communication and presentation skills.
• Ability to work collaboratively as part of a team in a deadline-driven environment.
• Action-oriented and decisive, with willingness 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, PowerPoint, and Capital IQ.
• Proven ability to interact directly with senior client personnel and key decision makers.

Nice To Haves

• A Master’s degree.

Responsibilities

• Plan, execute, direct, review, and complete valuation analyses and reports for businesses and equity interests for financial reporting, tax, transaction, corporate, and strategic planning purposes.
• Develop complex financial analyses and financial models.
• Ensure the quality control and accuracy of client deliverables.
• Supervise and oversee valuation engagements throughout the transaction process and coordinate work performed by multiple service lines.
• Work with the Assurance Team to review and prepare documentation for assurance clients and related fair value measurements.
• Understand and manage firm risk on projects and proposals.
• Manage client expectations about deliverables and deadlines and lead change efforts effectively.
• Work with managers and partners to promptly identify and resolve client problems or issues.
• Develop and maintain client relationships and cross-sell services.
• Manage business development activities, including proposals, account teams, industry practice groups, conferences, white papers, and other thought leadership materials.
• Meet or exceed sales targets for new and follow-on work.
• Mentor, supervise, train, and develop managers and staff; provide performance feedback and recommendations for improvement.
• Improve internal processes, procedures, policies, analyses, and models.

Benefits

• Generous paid time off (PTO).
• Flexible work environment.
• Expanded and inclusive parental benefits.
• Extensive learning and development, including learning and development platforms.
• Paid time off for employees to volunteer.
• Discretionary performance bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior