Finance Transformation - Senior Manager

As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do!

YOUR TEAM.

We currently have an exciting career opportunity for a Finance Transformation Senior Manager to join our CFO Advisory team.

CohnReznick is a hybrid firm meaning 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.

The group works with the office of the CFO function from startups to middle market to upper middle market companies. We help CFOs navigate strategic, operational, and accounting challenges. We regularly assist them in preparing for a public or a private transaction and work closely with the M&A group in providing pre and post-transaction support. Come and join us in our journey to helping other finance and accounting executives conceptualize and develop the finance and accounting infrastructure to scale for success.

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.

YOUR ROLE.

Responsibilities include but not limited to:

As a CFO Advisory Senior Manager on the Finance Transformation team, you will be joining a professional collaborative team with unique technical backgrounds from public accounting, private industry, consulting and finance. This role will involve partnering with clients and various colleagues from across CohnReznick’s Global Consulting Services (GCS) team. Your responsibilities will primarily be to drive and manage the day-to-day activities of large scale engagements (prospecting, engagement economics, methodology/approach, coaching, staff development, and client management) and staff. We are looking for a positive, self-driven, high energy leader that understands how to service clients and motivate and lead a team to achieve excellence.

As a Finance Transformation senior manager, you will pursue and lead engagements covering the following expertise areas:

• Finance Operating Model Design
• Finance & Accounting Process Improvement
• Design and implement road map for post close integration (M&A)
• Design and implement Finance Transformation and Optimization initiatives

You will use your innovative ideas, market knowledge, and resourcefulness to create solutions that solve functional, organizational, and technical problems.

• Manage the day-to-day activities of client engagements (from prospecting, engagement, deliverable and client follow up) and staff.
• Oversee accelerated finance diagnostics, maturity assessments and benchmarking
• Plan and execute design-led process and organization design workshops
• Articulate, design, and implement a vision for Finance and “case for change” that draws on innovative trends, leading practice, and service innovation simplifying and innovating finance functions and processes and demonstrated ROI (cost vs. benefits)
• Design and execute finance transformation roadmaps target operating models, shared services, COEs, finance automation design and implementation, and post-merger integration solutions.
• Lead/serve as key team member in delivery of Finance Transformation engagements to standardize, simplify and automate processes and controls and involve review of the current state of a companies’ finance and accounting processes and advising on solutions around increasing efficiency and effectiveness across organization people, process, and technology.
• Assist in assessing, maturing, and optimizing back-office functions.
• Drive end-to-end implementation services for finance solutions, technologies, and automation.
• Create new reporting strategies including simplification / transformation, dashboards, and performance management
• Develop a road map for integration of acquisitions to an existing set up or an SSC model.
• Build strong internal relationships within the CFO and the advisory group.
• Assist in managing the engagements economics by organizing staffing, monitoring actuals to budgets and serving as a conduit between client and the engagement leadership.
• Participate in business development initiatives from pre-sales to sales execution.
• Prepare proposals, estimates, engagement solution, pricing, margins, etc.
• Demonstrate thought leadership and develop a strong market presence/reputation,
• Contribute to people initiatives including recruiting, retaining, and training.

YOUR EXPERIENCE.

The successful candidate will have:

• Masters Degree or MBA and 10+ Years’ experience with finance strategy, finance operation, financial modeling, post-merger integration, or business consolidation
• Prior experience working in consulting, professional services, or development role at financial services firms. Experience within accounting firms, investment banking or private equity firms, financial consulting, business advisory services and/or banking industry preferred.
• Significant knowledge of accounting and finance best practices and experience participating in, or leading, transformation projects to help clients simplify, automate, transform, and optimize all elements of their accounting and finance organization.
• Demonstrated experience with: refining organizational design; business process analysis and process mapping to improve the effectiveness, efficiency and control of transactional and decision support processes; consolidations and shortening the financial close; implementing financial close and account reconciliation technology; designing and implementing corporate performance management – budgeting, planning and forecasting processes and technology; accounting systems optimization; and improving management and external reporting.
• Experience designing and implementing shared-services and outsourcing solutions, as well as change management, a plus.
• Prior experience managing, developing and coaching a staff of consultants
• Client relationship management (CRM) experience required
• 10 plus years of practical work experience with a consulting firm and business development experience in a professional services environment required
• Proficient in the use of Microsoft Office Suite and knowledge of finance automation tools and ERPs
• Experience in delivering projects that cover the full life cycle of assessment, design, and implementation support
• Demonstrable and significant account management, business development and consulting sales cycle experience
• Experience with emerging technologies and knowledge and use of accounting/finance systems and ability to create solutions to finance function problems
• Strong attention to detail, with the ability to storyboard and create high quality outputs
• Excellent problem solving, facilitation, and presentation skills
• Proficiency in MS Office applications
• Travel up to 25% will be required for this role.

Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, 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.

CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see

If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at

Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.

CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#GD #CB #LI-Remote #LI-NS1