CxO Advisory - Senior Manager

CohnReznick• , VA

6d•Hybrid

About The Position

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 Senior Manager to join our CxO Advisory practice. CohnReznick is a hybrid firm and 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. CohnReznick’s CxO group offers our clients an extensive array of executive advisory (OCFO, OCOO, OCIO), digital and process transformation, and automation enablement services to adapt to the rapidly changing business environment. Our client focus is mid-market, and you will be exposed to a variety of industries including tech, consumer, manufacturing & distribution, real estate, hospitality, private equity, and renewable energy to name a few. 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: Lead cross-functional teams to design and implement business transformation initiatives, including process optimization, organizational alignment, and technology enablement. Develop and execute strategic roadmaps for clients, addressing challenges such as rapid growth, post-transaction integration, and digital transformation. Assess and redesign operational workflows, supply chain networks, and organizational structures to improve efficiency, agility, and resilience. Implement process frameworks for end-to-end supply chain decision-making, inventory optimization, and fulfillment. Facilitate risk management, and compliance initiatives across operational domains. Oversee finance transformation projects, including automation, system selection, and process improvement for closing and reporting efficiency. Advise on finance operations, revenue recognition, billing, and compliance, ensuring alignment with US GAAP, SOX, and SEC requirements. Lead digital strategy engagements, including tech stack modernization, software/vendor selection, and legacy system remediation. Embed automation and AI into business processes to enhance productivity and reduce manual effort. Serve as a trusted advisor to senior executives, providing actionable insights and practical solutions for complex business challenges. Facilitate discovery sessions, assessments, and workshops to understand client needs and co-create tailored solutions. Support post-merger integration, carve-outs, and organizational change initiatives. YOUR EXPERIENCE. The successful candidate will have: Prior experience working in consulting, professional services, or development role at financial services firms. Experience within accounting firms, investment banking or private equity firms, financial consulting, business advisory services and/or banking industry preferred. Proven track record in global business operations, transformation, finance, supply chain, and technology enablement. Experience leading large teams and managing complex projects across multiple industries. Strong communication, leadership, and stakeholder management skills. Client relationship management (CRM) experience required 10 years of practical work experience with a consulting firm and business development experience in a professional services environment required Proficient in the use of Microsoft Office Suite Strong background working with middle-market clients — a must. Master’s degree or MBA + 8 Years’ experience with finance strategy, finance operation, financial modeling, post-merger integration, or business consolidation Professional certifications such as CPA, PMP, or Lean Six Sigma preferred Demonstrated entrepreneurial mindset and ability to thrive in a fast-paced, growth-oriented environment Experience in delivering projects that cover the full life cycle of assessment, design, and implementation support Significant account management, business development, and consulting sales cycle experience Experience with emerging technologies and knowledge and use of accounting/finance systems and ability to create solutions to finance function problems Strong attention to detail, with the ability to storyboard and create high quality outputs Excellent problem solving, facilitation, and presentation skills Proficiency in MS Office applications Travel up to 25% will be required for this role In addition, please take a moment to review our Universal Job Standards. 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. "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 [email protected] 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.

Requirements

Prior experience working in consulting, professional services, or development role at financial services firms.
Proven track record in global business operations, transformation, finance, supply chain, and technology enablement.
Experience leading large teams and managing complex projects across multiple industries.
Strong communication, leadership, and stakeholder management skills.
Client relationship management (CRM) experience required
10 years of practical work experience with a consulting firm and business development experience in a professional services environment required
Proficient in the use of Microsoft Office Suite
Strong background working with middle-market clients — a must.
Master’s degree or MBA + 8 Years’ experience with finance strategy, finance operation, financial modeling, post-merger integration, or business consolidation
Experience in delivering projects that cover the full life cycle of assessment, design, and implementation support
Significant account management, business development, and consulting sales cycle experience
Experience with emerging technologies and knowledge and use of accounting/finance systems and ability to create solutions to finance function problems
Strong attention to detail, with the ability to storyboard and create high quality outputs
Excellent problem solving, facilitation, and presentation skills
Proficiency in MS Office applications
Travel up to 25% will be required for this role

Nice To Haves

Experience within accounting firms, investment banking or private equity firms, financial consulting, business advisory services and/or banking industry preferred.
Professional certifications such as CPA, PMP, or Lean Six Sigma preferred
Demonstrated entrepreneurial mindset and ability to thrive in a fast-paced, growth-oriented environment

Responsibilities

Lead cross-functional teams to design and implement business transformation initiatives, including process optimization, organizational alignment, and technology enablement.
Develop and execute strategic roadmaps for clients, addressing challenges such as rapid growth, post-transaction integration, and digital transformation.
Assess and redesign operational workflows, supply chain networks, and organizational structures to improve efficiency, agility, and resilience.
Implement process frameworks for end-to-end supply chain decision-making, inventory optimization, and fulfillment.
Facilitate risk management, and compliance initiatives across operational domains.
Oversee finance transformation projects, including automation, system selection, and process improvement for closing and reporting efficiency.
Advise on finance operations, revenue recognition, billing, and compliance, ensuring alignment with US GAAP, SOX, and SEC requirements.
Lead digital strategy engagements, including tech stack modernization, software/vendor selection, and legacy system remediation.
Embed automation and AI into business processes to enhance productivity and reduce manual effort.
Serve as a trusted advisor to senior executives, providing actionable insights and practical solutions for complex business challenges.
Facilitate discovery sessions, assessments, and workshops to understand client needs and co-create tailored solutions.
Support post-merger integration, carve-outs, and organizational change initiatives.