Senior Associate - Software Due Diligence

As Cohn Reznick grows, so do our career opportunities. As one of the nation’s top professional services firms, Cohn Reznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do! Cohn Reznick helps organizations optimize performance, manage risk, and maximize value through Cohn Reznick LLP (assurance services) and Cohn Reznick 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
- Software Due Diligence to join our Merger Integration and Carve out Services (MICO) practice. The MICO team is a national practice and this role can be located out of any of our Cohn Reznick offices or remotely!

This position will support our rapidly growing Transaction Advisory Services group. This team conducts due diligence and supports clients across a wide range of industries. As a member of this team, you’ll not only have the opportunity to interact with clients but also to interact with team members across all levels within the practice.

At Cohn Reznick, 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.

• Perform and participate in technology and software due diligence engagements for private equity and corporate transactions
• Assess software products, technology architecture, infrastructure, cybersecurity, data, and SDLC maturity
• Evaluate technology strategy, scalability, operating model, and alignment to the client’s investment thesis
• Identify transaction risks, synergies, and value creation opportunities across product, engineering, and IT
• Conduct structured, hypothesis driven analysis using management interviews, data reviews, and market research-driven analysis using management interviews, data reviews, and market research
• Develop and manage data request lists, workplans, and diligence timelines
• Prepare client ready deliverables, including executive summaries, diligence reports, and presentations ready deliverables
• Present findings to deal teams, investment committees, and senior client stakeholders
• Support post-close initiatives, including Day1 readiness, integrations, carveouts, and value creation programs-close initiatives-1 readiness, integrations, carve-outs, and value creation programs
• Contribute to internal methodologies, tools, and practice development initiatives
• Supervise and mentor junior professionals

• Passion for software and technology
• 2-3 years of experience in transaction advisory, consulting, technology, or a related client facing role-facing role
• Experience working with software, IT, or technology-enabled businesses, with strong exposure to areas such as modern software architecture, software development, Agile transformation, cloud / hosting operations, platform engineering, Dev Ops, software testing, and AI / ML technologies
• Prior working experience in enterprise technologies such as .NET, Java, Python, React, Angular, or other enterprise development technologies
• Proficiency with Excel and Power Point
• Prior exposure to software due diligence, M&A, private equity, or integration projects strongly preferred
• Ability to…