Private Equity Value Creation (FP&A) - Senior Associate

CohnReznick• , NY

1d•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 Senior Associate 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. 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.

Requirements

BS/BA required
3–5+ years of experience, including time in portfolio support, transactions, or advisory roles at a PE firm, public accounting firm, or consulting firm
Experience supporting corporate FP&A, accounting, or finance operations functions and exposure to M&A transactions
Familiarity with finance systems, reporting tools, and emerging technologies; openness to learning AI and automation tools in alignment with firm and client standards
Strong proficiency in MS Office applications; Excel and PowerPoint required
Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity
Willingness to travel up to 30%, on average

Nice To Haves

MBA or Master’s degree a plus
Exposure to workflow automation, BI tools, or process improvement initiatives is a plus

Responsibilities

Contribute to growing the practice by developing and refining playbooks, frameworks, and templates to support scalable delivery
Assist in executing finance function assessments, rapid diagnostics, and post-close finance transformation initiatives
Support financial operations due diligence efforts, including analysis of close processes, controls, working capital, and reporting
Assist in developing KPI frameworks and dashboards for PE sponsor and management reporting
Support FP&A activities including budgeting, forecasting, variance analysis, and management reporting
Assist with interim OCFO support initiatives, including close management, cash flow tracking, and reporting stabilization
Support treasury-related workstreams such as cash forecasting, liquidity monitoring, and working capital analysis
Assist in developing carve-out financials and standalone reporting for divestitures
Participate in post-closing M&A integration planning and execution support
Partner with Transaction Advisory Services, Financial Due Diligence, and Technology teams to deliver integrated solutions
Contribute to developing and implementing firm-approved, AI-enabled solutions in accordance with company policies on data protection, intellectual property, and professional standards
Stay informed on emerging finance technologies, analytics, and AI tools and support their practical application in client engagements