Private Equity Value Creation - Manager

CohnReznick• , NY

2d•$105,000 - $175,000•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 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.

Requirements

Bachelor’s degree in finance, accounting, business, economics, or a related field; MBA or relevant graduate degree preferred
5+ years of experience in management consulting, private equity operations, or corporate transformation
Experience working with PE-backed or founder-led businesses strongly preferred
Advanced Excel skills (modeling, analysis, dashboards)
Strong PowerPoint skills (executive-level presentations, storyboarding)
Familiarity with ERP, CRM, HRIS and other business applications
Exposure to BI tools (e.g., Power BI, Tableau) and workflow automation platforms a plus
Experience with budgeting, forecasting, cash management, and reporting processes
Ability to assess and improve finance operations, org design, SOPs and overall execution rhythm
Comfort working in environments with limited structure and high ambiguity
CFA, PMP, Lean Six Sigma or process improvement credentials a plus
Ability to work additional hours as needed and travel out-of-town to clients as required
Excellent analytical, problem-solving, and root cause determination skills
Strong written and verbal communication and presentation skills
Strong project management with the ability to work on multiple projects simultaneously in a team-oriented environment
Action-oriented, decisive approach to work required, with the willingness to take a hands-on role to ensure the deliverables are met on time
High ownership mindset and bias for execution

Responsibilities

Contribute in growing the practice and developing our playbooks, frameworks, and templates for scalable delivery
Help refine the operating system and assessment tools used across clients
Lead workstreams across Rapid Assessments, 100-Day Plan Support and transformation projects
Conduct interviews, analyze processes, and synthesize findings into actionable recommendations
Build and deliver client-ready materials including scorecards, roadmaps, and reporting packages
Manage timelines, milestones, and deliverables across multiple engagements
Coordinate with internal teams and client stakeholders to ensure alignment and execution
Track progress and escalate risks or blockers proactively
Assess finance org maturity, reporting cadence, technology landscape, and process effectiveness
Identify gaps and opportunities for improvement in budgeting, forecasting, cash management, and revenue cycle
Partner with FDD, transaction, and technology teams to deliver integrated solutions
Support cross-selling efforts by identifying client needs and introducing relevant services and subject matter experts
Build trusted relationships with PE sponsors and portfolio company leadership
Serve as a day-to-day contact and thought partner during engagements
Mentor junior team members and support onboarding
Foster a culture of ownership, learning, and results