M&A Insurance Advisory - Managing Director

CohnReznick• , NY

5d•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 Managing Director to join the M&A Insurance Advisory team. 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 hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week. YOUR TEAM. This position will support our M&A Insurance Advisory practice. This group provides a wide suite of services to clients, giving you the opportunity to learn, grow, and build out your skills. As a member of this team, you’ll interact with team members across all levels within the practice. 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. We are seeking a senior leader for the M&A Insurance practice, focused on advising clients in representation and warranty insurance (RWI) disputes. This role will lead engagements involving alleged breaches of representations and warranties, GAAP and accounting policy interpretation issues, and other matters arising from purchase agreements and related transaction documents. The ideal candidate combines deep transaction accounting expertise with strong dispute resolution judgment, commercial awareness, and the ability to act as an expert and credible decision-maker in contentious matters.

Requirements

10+ years of experience in transaction advisory, transaction accounting, disputes, audit, or related financial consulting.
Significant experience analyzing purchase agreements and post-closing adjustment mechanisms.
Demonstrated experience resolving disputes relating to working capital, debt, cash, transaction expenses, earn-outs, and accounting policy application.
Strong understanding of U.S. GAAP and transaction accounting concepts.
Existing relationships within the private equity, legal, and M&A community preferred.
CPA strongly preferred.
CFA, ABV, CFF, or other dispute/accounting credentials a plus.

Nice To Haves

Deep understanding of: Ability to interpret complex contractual accounting provisions and dispute resolution clauses.
Strong written communication and report drafting skills.

Responsibilities

Practice Leadership & Business Development: Contribute to the firm’s growing M&A Insurance practice. Develop relationships with clients, law firms, investment banks, insurance brokers, and transaction advisory professionals. Collaborate with Transaction Advisory, FDD, valuation, restructuring, and litigation support teams across the firm. Develop practice methodologies, templates, and thought leadership relating to purchase price adjustment disputes and dispute resolution mechanisms.
Client Advisory Services: Advise clients in underwriting and issuance of RWI policies relating to: Analyze SPAs and related transaction documents Prepare expert-style analyses, position papers, rebuttal reports, and settlement support materials as required. Lead negotiations and accounting discussions between counterparties and counsel.
Team Leadership: Recruit, mentor, and develop professionals within the practice. Provide technical oversight and quality review of engagement deliverables. Support training initiatives relating to purchase agreements, accounting principles, and dispute resolution methodologies.