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M&A Insurance Advisory - Senior Associate

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: CohnReznick
Full Time position
Listed on 2025-12-02
Job specializations:
  • Finance & Banking
    Financial Analyst, Accounting & Finance
Job Description & How to Apply Below

M&A Insurance Advisory - Senior Associate

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About Cohn Reznick

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 to join the M&A Insurance Advisory team.

Cohn Reznick is a hybrid firm 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 Cohn Reznick office location. However, as a remote employee, you may be required to be present at a Cohn Reznick office with scheduled notice for client work, team meetings, or trainings.

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 Cohn Reznick?

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.

Your Role Responsibilities
  • Support Value
    360’s growing M&A Insurance Advisory practice
  • Review financial due diligence reports, acquisition agreements, and representation and warranty insurance (RWI) policies
  • Facilitate virtual interviews with technical accounting experts and diligence providers
  • Effectively communicate diligence findings in written deliverables, clearly articulating the basis for any recommendations
  • Provide timely and comprehensive responses to clients regarding accounting and valuation considerations
  • Conduct GAAP research
The Successful Candidate Will Have
  • Bachelor’s degree in Accountancy, Finance, Business Administration, or related field.
  • 3+ years of experience providing financial due diligence or auditing services
  • CPA or CFA preferred.
  • CFF or CFE designations are a plus.
  • Experience assessing the sufficiency of financial diligence procedures in the context of mergers and acquisitions.
  • Significant case experience regarding complex transactions and accounting considerations.
  • Experience managing multiple complex engagements simultaneously.

    Excellent analytical and organizational skills.
  • Significant flexibility of work schedule to meet client needs.
  • Excellent analytical and problem-solving skills
  • Excellent analytical, problem-solving, and root cause determination skills.
  • Strong written and verbal communication skills.
  • Ability to lead a team in a deadline-driven environment. A natural self-starter and independent thinker.
  • Action-oriented, decisive approach, with the willingness to take a hands‑on role to ensure the deliverables are met on time with high quality.
  • Proficient in Microsoft Office
  • Strong attention to detail with the ability to work independently.
Equal Employment Opportunity

Cohn Reznick is…

Position Requirements
10+ Years work experience
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