Transaction Advisory Services - Director
Listed on 2026-10-15
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Finance & Banking
Corporate Finance, Financial Analyst, Accounting & Finance
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 Director to join our Transaction Advisory Services practice.
This position will support our Transaction Advisory group. 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 COHNREZNICK?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.
Responsibilities include but not limited to:
Act as a key player in buy-side and sell-side financial due diligence engagements from both private equity and strategic corporate buyers
Analyze historical financial statements and evaluate operational trends to identify sustainable earnings for a variety of industries, including manufacturing, distribution, hospitality, high-technology, and healthcare
Coordinate with team and management regarding client expectations concerning project deliverables and deadlines
Effectively write and communicate engagement reports and deliverables to client management
Mentor and coach staff
Be market facing, participating in firm-organized and industry events, building relationships with prospects and referral sources to generate new business and expand existing business.
The successful candidate will have:
Bachelor's degree in Accountancy, Finance, or related field
Strong Excel and PowerPoint skillsCPA and other relevant professional certifications preferred
Strong current knowledge of US GAAP, GAAS, SEC Reporting, transaction advisory services, or mergers and acquisitions
10+ plus years of combined audit and transaction advisory experience within various industries
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 with high
In addition, please take a moment to review our Universal Job Standards. Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At Cohn Reznick, 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 California, the salary range for an Advisory Director/Managing Director is $200,000 to $350,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. Salary is one component of the Cohn Reznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental…
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