Private Equity Value Creation (FP&A) - Manager

CohnReznick• , NY

18h•$105,000 - $175,000•Remote

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 Manager to join our Private Equity Value Creation team in 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: As a Manager within CohnReznick’s Private Equity Value Creation team, you will lead workstreams supporting PE-backed portfolio companies across the office of the CFO. You will oversee project execution across financial operations diligence, post-close finance transformation, interim OCFO support, and performance management, while coaching junior team members and serving as a primary point of contact for clients. Responsibilities include but are not limited to: Contribute to growing the practice by owning and enhancing playbooks, frameworks, and delivery methodologies Lead execution of finance function assessments, diagnostics, and post-close transformation initiatives Manage financial operations due diligence workstreams, coordinating with Financial Due Diligence and deal teams Develop and deliver KPI dashboards and performance reporting for PE sponsors and portfolio company leadership Lead FP&A initiatives including budgeting, forecasting, reporting cadence design, and board-level materials Oversee interim OCFO engagements, including close process management, financial reporting, and cash flow governance Support treasury management initiatives such as cash forecasting, liquidity planning, and working capital optimization Lead carve-out financial analyses and support preparation of standalone financials Play a key role in post-closing M&A integration planning and finance execution Partner cross-functionally with Transaction Advisory, Technology, and Data teams to deliver integrated, value-driven solutions Serve as a project manager on engagements, managing scope, timelines, and client expectations Contribute to developing and implementing firm-approved, AI-enabled solutions in compliance with data protection, IP, and professional standards Stay informed on emerging AI, analytics, and finance technologies and collaborate with leadership to identify compliant opportunities for adoption YOUR EXPERIENCE. The successful candidate will have: 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. In New York , the salary range for a Manager is $105,000 to $175,000 . Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded, and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit Life at CohnReznick . "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

BS/BA required; MBA or CPA preferred
5-7+ years of experience in private equity portfolio support, transaction advisory, consulting, or public accounting
Strong experience in FP&A, finance operations, or OCFO roles supporting senior leadership (CFO, CEO, PE sponsors)
Hands-on experience supporting M&A transactions, integration, or carve-outs
Demonstrated project management experience leading multi-workstream engagements
Familiarity with ERP systems, reporting tools, BI platforms, and emerging finance technologies
Proficiency in MS Office; strong financial modeling and presentation skills required
Demonstrated ability to responsibly adopt firm-approved AI tools to enhance delivery quality and efficiency
Travel up to 30%, on average, may be required

Responsibilities

Contribute to growing the practice by owning and enhancing playbooks, frameworks, and delivery methodologies
Lead execution of finance function assessments, diagnostics, and post-close transformation initiatives
Manage financial operations due diligence workstreams, coordinating with Financial Due Diligence and deal teams
Develop and deliver KPI dashboards and performance reporting for PE sponsors and portfolio company leadership
Lead FP&A initiatives including budgeting, forecasting, reporting cadence design, and board-level materials
Oversee interim OCFO engagements, including close process management, financial reporting, and cash flow governance
Support treasury management initiatives such as cash forecasting, liquidity planning, and working capital optimization
Lead carve-out financial analyses and support preparation of standalone financials
Play a key role in post-closing M&A integration planning and finance execution
Partner cross-functionally with Transaction Advisory, Technology, and Data teams to deliver integrated, value-driven solutions
Serve as a project manager on engagements, managing scope, timelines, and client expectations
Contribute to developing and implementing firm-approved, AI-enabled solutions in compliance with data protection, IP, and professional standards
Stay informed on emerging AI, analytics, and finance technologies and collaborate with leadership to identify compliant opportunities for adoption