About The Position

CohnReznick is seeking a Senior Associate to join its Finance Transformation team within the CxO Advisory practice. The role supports mid-market clients across industries such as technology, consumer, manufacturing and distribution, real estate, hospitality, private equity, and renewable energy. The CxO group provides executive advisory, digital and process transformation, and automation enablement services. This remote position supports client engagements involving functional assessments, transformation planning, back-office optimization, operating model design, process improvement, and automation. The employee may be asked to attend a CohnReznick office for client work, team meetings, or training with scheduled notice. Travel of up to 30% may be required on average. The role may also serve as project manager on selected engagements.

Requirements

  • Bachelor’s degree plus 4 years of experience, or a master’s degree plus 2 years of experience, in strategy, finance, business operations, financial modeling, process improvement, and automation.
  • Strong analytical and problem-solving skills.
  • Strong project management experience.
  • Ability to work collaboratively in a team environment.
  • Strong verbal and written communication skills and ability to communicate effectively with stakeholders at various levels.
  • Good interpersonal skills and agile project and time management skills.
  • Creativity and willingness to take on new challenges.
  • Familiarity with emerging technologies and business systems.
  • Proficiency in Microsoft Office applications.
  • Ability to travel up to 30% on average, as required.

Nice To Haves

  • Experience working with real estate clients.
  • Exposure to AI-driven automation and hyperautomation trends.
  • Familiarity with data analytics and KPIs to support process improvement.
  • Experience or exposure in one or two domains, such as Customer & Marketing, Finance, Operations, or Supply Chain.
  • Exposure to workflow automation and process mining tools.
  • MBA.

Responsibilities

  • Assist with functional assessments, rapid diagnostics, transformation roadmaps, and automation solutions.
  • Contribute to business transformation and automation projects by analyzing current operations, supporting future-state design, and helping implement transformation roadmaps.
  • Support efforts to optimize and automate clients’ back-office functions.
  • Collaborate on designing and implementing operating models, organizational realignment, shared services and centers of excellence, process improvements, and automation solutions.
  • Research and assist in deploying business process automation tools, including robotic process automation (RPA) and related technologies.
  • Participate in requirements gathering, process and functional design, prototyping, testing, training, and solution adoption.
  • Help assess and implement business process automation and functional tool upgrades.
  • Serve as a project manager on select engagements.

Benefits

  • Generous paid time off.
  • Flexible work environment.
  • Expanded parental leave and inclusive parental benefits.
  • Extensive learning and development, including access to learning and development platforms.
  • Paid time off for volunteering.
  • Discretionary performance bonus.
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