CohnReznick
Remote Jobs
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.
24 Jobs
Renewable Energy Client Accounting - Senior Associate
CohnReznickCohnReznick 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.
Role Description We currently have an exciting career opportunity for a Senior Associate to join the Renewable Energy team in our Client Accounting 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. Responsibilities include but are not limited to: - Support the Renewable Energy accounting team. Responsible for client execution and timely delivery of client’s work product. - Demonstrates ability to independently perform accounting services for client, including but not limited to timely complete duties associated with managing teams. - Ensuring team is meeting goals and benchmarks for performance and execution of client work, such as delivering monthly financials, developing skills for career growth, working within budget and time parameters, etc. - Performs thorough self-review of all work prior to submission for final review. - Develops proficiency in use of all technology necessary for performance and execution of work, and acts as a resource for other staff. - Ensures quality control procedures are being followed and executed. - Identifies areas for process improvement for client work and/or practice operations. - Builds and maintains positive client, colleague, and internal stakeholder relationships. - Responds timely and accurately to internal team and client requests. - Develops efficient work habits to support the organization and work within budgetary (both time and deadline) parameters. - Appropriately communicates difficult situations encountered on engagements to leadership. - Maintains appropriate compliance with all firm wide policies and procedures. - Positively represents and actively promotes the Firm. - Participates in mentoring, recruiting, retention and team-building activities directly related to job responsibilities. - Proactively seeks knowledge, new tasks, and responsibilities. - Follows regulations and professional ethics of the AICPA and the state society. Qualifications - Bachelors Degree, CPA preferred but not required. - Proven ability to drive and lead month-end close processes, including ownership of deadlines, reviews of and accuracy of work performed by other team members, corporate accounting processes and procedures such as cash management, AR/AP, payroll and benefits. - Strong GAAP experience along with hands-on experience performing consolidations, GL close and financial reporting for the renewable energy industry. - Strong Renewable Energy experience with renewable energy projects, development and/or contractor operations and their related entities, including project costing and transfer of projects from one company to another. - Strong communication, documentation, and presentation skills. - Strong problem solving and analytical skills, being highly proficient in Microsoft Office Suite (Word, PowerPoint, Excel). Minimum Intermediate proficiency in Excel (pivot tables, VLOOKUP, SUMIFS, etc.). - Hands-on operational accounting experience in QuickBooks, NetSuite, Sage Intacct, BILL, BILL Spend and Expense (former Divvy) or similar AP and Expense automation tools highly preferred. - Strong project and time management skills. - Accuracy and attention to detail. Action-oriented (self-starter, team player, detail-oriented). Aptitude for numbers and quantitative skills. - Must be able to handle multiple priorities and effectively meet critical deadlines. - Significant knowledge of accounting and finance processes and functions. Strong understanding of financial statement preparation and analysis. Benefits - Generous PTO. - Flexible work environment. - Expanded parental leave. - Extensive learning & development. - Paid time off for employees to volunteer.
Hospitality Client Accounting - Senior Associate
CohnReznickCohnReznick 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.
Role Description We currently have an exciting career opportunity for a Senior Associate to join the Hospitality team in our Client Accounting 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. Responsibilities include but are not limited to: - Support the Hospitality accounting team. Responsible for client execution and timely delivery of client’s work product. - Demonstrates ability to independently perform accounting services for client, including but not limited to timely complete duties associated with managing teams. - Ensuring team is meeting goals and benchmarks for performance and execution of client work, such as delivering monthly financials, developing skills for career growth, working within budget and time parameters, etc. - Performs thorough self-review of all work prior to submission for final review. - Develops proficiency in use of all technology necessary for performance and execution of work, and acts as a resource for other staff. - Ensures quality control procedures are being followed and executed. - Identifies areas for process improvement for client work and/or practice operations. - Builds and maintains positive client, colleague, and internal stakeholder relationships. - Responds timely and accurately to internal team and client requests. - Develops efficient work habits to support the organization and work within budgetary (both time and deadline) parameters. - Appropriately communicates difficult situations encountered on engagements to leadership. - Maintains appropriate compliance with all firm wide policies and procedures. - Positively represents and actively promotes the Firm. - Participates in mentoring, recruiting, retention and team-building activities directly related to job responsibilities. - Proactively seeks knowledge, new tasks, and responsibilities. - Follows regulations and professional ethics of the AICPA and the state society. Qualifications - Bachelors Degree strongly preferred. - CPA preferred but not required. - 4+ years in accounting with ideally at least 1+ years of Hospitality industry experience. - Proven ability to drive and lead month-end close processes, including ownership of deadlines, reviews of and accuracy of work performed by other team members, corporate accounting processes and procedures such as cash management, AR/AP, payroll and benefits. - Strong GAAP experience along with hands-on experience performing consolidations, GL close and financial reporting for the renewable energy industry. - Strong experience with hospitality projects, development and/or contractor operations and their related entities, including project costing and transfer of projects from one company to another. - Strong communication, documentation, and presentation skills. - Strong problem solving and analytical skills, being highly proficient in Microsoft Office Suite (Word, PowerPoint, Excel). Minimum Intermediate proficiency in Excel (pivot tables, VLOOKUP, SUMIFS, etc.). - Hands-on operational accounting experience in QuickBooks, NetSuite, Sage Intacct, BILL, BILL Spend and Expense (former Divvy) or similar AP and Expense automation tools highly preferred. - Strong project and time management skills. - Accuracy and attention to detail. Action-oriented (self-starter, team player, detail-oriented). Aptitude for numbers and quantitative skills. - Must be able to handle multiple priorities and effectively meet critical deadlines. - Significant knowledge of accounting and finance processes and functions. Strong understanding of financial statement preparation and analysis. Benefits - Generous PTO. - Flexible work environment. - Expanded parental leave. - Extensive learning & development. - Paid time off for employees to volunteer.
Purchase Price Disputes - Managing Director
CohnReznickCohnReznick 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.
Role Description We are seeking a senior leader to build and lead our Purchase Price Disputes practice, focused on advising clients in post-closing purchase price adjustment disputes and serving as an independent neutral accountant in connection with M&A-related disputes. This role will lead engagements involving: - Working capital adjustments - Indebtedness disputes - Cash and transaction expense disputes - Earn-outs - GAAP and accounting policy interpretation issues - Other matters arising from purchase agreements and related transaction documents The ideal candidate combines deep transaction accounting expertise with strong dispute resolution judgment, commercial awareness, and the ability to act as an independent and credible decision-maker in contentious matters. Responsibilities include but are not limited to: - Practice Leadership & Business Development - Build and lead the firm’s Purchase Price Disputes and Independent Expert practice. - Develop relationships with private equity firms, strategic acquirers, law firms, investment banks, and transaction advisory professionals. - Identify and originate new engagements involving post-closing disputes, purchase price adjustment mechanisms, and accounting-related transaction disputes. - Collaborate with Transaction Advisory, FDD, valuation, restructuring, and litigation support teams across the firm. - Develop practice methodologies, templates, and thought leadership relating to purchase price adjustment disputes and dispute resolution mechanisms. - Client Advisory Services - Advise buyers and sellers in disputes relating to: - Analyze SPAs and related transaction documents to assess accounting and dispute implications. - Prepare expert-style analyses, position papers, rebuttal reports, and settlement support materials. - Lead negotiations and accounting discussions between counterparties and counsel. - Independent Neutral / Expert Determination Role - Serve as an independent accountant or neutral expert pursuant to dispute resolution provisions in purchase agreements. - Evaluate submissions from both parties and issue independent determinations on disputed accounting and purchase price adjustment matters. - Maintain strict independence, objectivity, and procedural fairness in all neutral engagements. - Manage dispute processes, hearing procedures, timelines, and written determinations. - Assess disputed items within the scope of the SPA and applicable accounting framework. - Team Leadership - Recruit, mentor, and develop professionals within the disputes and transaction accounting practice. - Provide technical oversight and quality review of engagement deliverables. - Support training initiatives relating to purchase agreements, accounting principles, and dispute resolution methodologies. Qualifications - 10+ years of experience in transaction advisory, transaction accounting, disputes, audit, or related financial consulting. - Significant experience analyzing purchase agreements and post-closing adjustment mechanisms. - Demonstrated experience resolving disputes relating to working capital, debt, cash, transaction expenses, earn-outs, and accounting policy application. - Experience serving as an independent accountant, neutral expert, arbitrator support, or expert witness is strongly preferred. - Strong understanding of U.S. GAAP and transaction accounting concepts. - Existing relationships within the private equity, legal, and M&A community preferred. - Deep understanding of purchase price adjustments mechanisms, locked box and closing accounts structures, GAAP and consistency of application, financial statement analysis, accounting policy interpretation, EBITDA and earn-out mechanics. - Ability to interpret complex contractual accounting provisions and dispute resolution clauses. - Strong written communication and report drafting skills. - CPA strongly preferred. - CFA, ABV, CFF, or other dispute/accounting credentials a plus. Benefits - Generous PTO - Flexible work environment - Expanded parental leave - Extensive learning & development - Paid time off for employees to volunteer
Events Coordinator
CohnReznickCohnReznick 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.
Role Description We currently have an exciting career opportunity for an Events Coordinator to join our Marketing & Events team in our Chicago office. The Events Coordinator will join the Events team which runs the firm’s marketing and internal events from start-to-finish. The coordinator will play an integral role in creating effective event experiences. The role presents an opportunity to gain experience in all aspects of event planning from Events leadership. Your Role - Contribute to the maintenance and development of event project plans. - Conceptualize events according to client objectives, set timelines, budgets, and deliverables, and ensure all logistics are accounted for. - Select, develop, and manage relationships with vendors such as caterers, decorators, entertainers, and equipment providers including venue selections and ensure compliance with firm event requirements. - Build drive-to-registration experiences based on the goals of the event. - Create and maintain documentation with instructions and best practices for event digital platforms and event processes. - Strong organizational and project management skills to handle multiple events simultaneously. - Attention to detail and problem-solving abilities to address unexpected challenges. Troubleshoot problems for events to maintain smooth operations. - Coordinate pre- and post-event logistics for events, including booth reservations and access to virtual platforms, shipping of booth, collateral, premiums, and other support materials. - Ability to work under tight deadlines, including evenings, weekends, and holidays when events occur. - Maintain awareness of current market trends and conditions that affect suppliers, cost of services, pricing, that may have operational or strategic implications for the company. Qualifications - 1 – 3 years’ experience in live and virtual event planning. - Bachelor’s degree in business, communications, hospitality/event management, or related field. - Strong written and oral communication skills / interpersonal and relationship building skills. - Ability to thrive in fast paced and challenging working environments / must be a proactive, self-starter with excellent organizational and time management skills. - Able to delegate tasks and execute plans as part of a team environment. - Advanced experience with Microsoft products, especially within Excel and the ability to create PIVOT tables. - Desired experience in project management platforms (extra points for Monday.com). - Optional certifications such as Certified Meeting Professional (CMP) or Certified Special Events Professional (CSEP). - Exceptional organization and record-keeping ability. - Strong customer service mindset. - Demonstrated ability to set and manage priorities in a multi-task, fast-paced, cross-functional environment, and track work daily. - Emotional intelligence with a thorough understanding of customer service. - Ability to work from our local office location for events as required. - Ability to travel 40-50% of the time and support onsite for events across the firm. Physical Demands - While performing the duties of this job, the employee is regularly required to talk or hear. - While at the office, this is largely a sedentary role; however, some filing is required. This would require the ability to lift files/boxes up to 25 lbs., open filing cabinets and bend or stand on a stool as necessary. - While traveling or onsite for a client event, an employee must be able to: - Lift up to 40 - 60lbs for personal and event team materials. - Work, when required, 10–15-hour days (including early mornings and late nights). - Ascend and descend stairs. - Carry boxes up to 20 lbs. - Bend or kneel to unpack/pack materials. - Repetitive arm movements/bending to lift. Salary Range In Illinois, the salary range for a Marketing Coordinator is $57,000 to $78,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. Company Description 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.
Technical Accounting - Senior Manager
CohnReznickCohnReznick 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.
Role Description We currently have an exciting career opportunity for a Senior Manager to join our Technical Accounting team in our CFO 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. Responsibilities include but are not limited to: - Manage and prepare the external SEC financial statements and filing processes, including drafting of financial statements, equity roll forward, EPS calculation, footnotes, and Management Discussion & Analysis (MD&A), completing SEC and GAAP checklists to include in quarterly reviewed and annually audited financial statements, ensuring compliance under U.S. GAAP and the SEC reporting requirements, as applicable. - Oversee technical accounting research and documentation of new accounting guidance, policies and procedures impacting the client’s financial statements. - Monitor the activities of all accounting standard setting bodies, including the Financial Accounting Standards Board (FASB), the International Accounting Standards Board (IASB), the SEC, and the Public Company Accounting Oversight Board (PCAOB), and support analysis of the accounting and reporting effects of new standards. - Research the accounting/disclosure requirements of new accounting standards and transactions, considering relevant accounting literature and the effect of the new standard or transaction on the client’s accounting policies and financial documents. - Work with clients and external auditors to collect information and input into the above referenced reports; coordinate, review and collect comments on the various drafts; prepare support files for all disclosures; challenge the appropriateness of disclosures; complete all relevant disclosure checklists and reporting questionnaires. - Provide training, mentoring and participation in all aspects of external public company reporting. - Organize and communicate status related to assignments and projects. - Identify and proactively engage in business development activities including expanding client relationships, evaluating new market opportunities, and building relationships on behalf of the firm. Qualifications - Eight (8) years of related progressive experience in public accounting or a mix in similar accounting field. - Proficiency with disaggregating, analyzing, and reconciling consolidated financial data in an accurate and timely manner. - Understanding of general accounting policies and procedures at a transaction level. - Direct experience with SEC reporting (Regulation S-X and S-K) and preparation of financial statements and footnotes of public companies. - Prior experience in developing and addressing accounting issues with relevant guidance, application, and judgements supporting conclusions. - Proficient in Microsoft Office software applications, specifically Excel, Word, and PowerPoint. - Bachelor's degree in Accounting. - Eight (8) years of relevant leadership experience, Big 4 or large regional experience preferred. - Experience leading teams and multiple projects. - Experience with SEC reporting, working with Workiva (WDesk) or similar SEC reporting tools. - Experience working with general ledger systems and reporting packages. - An active CPA, CA or equivalent. Benefits - Generous PTO. - Flexible work environment. - Expanded parental leave. - Extensive learning & development. - Paid time off for employees to volunteer. Company Description 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.
Senior Associate
CohnReznickCohnReznick 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.
Role Description We currently have an exciting career opportunity for a Senior Associate to join the team. This position is rooted within the Client Advisory & Management Services practice. The CAMS team partners closely with clients to strengthen and modernize their finance and accounting functions. Our professionals deliver hands-on support across: - Day-to-day accounting - Financial reporting - Month-end close - Audit readiness - Budgeting - Process improvement The team serves a diverse client base from entrepreneurial and growth-stage companies to established middle-market organizations, across a variety of industries. CAMS works directly with business owners, CFOs, and leadership teams, acting as an extension of the client’s internal finance function while leveraging technology and best practices to scale operations and drive long-term success. Responsibilities include, but are not limited to: - Supervising and reviewing work from our bookkeepers, including monthly bookkeeping and financial reporting - Tackling non-routine projects that our clients need - Assisting with onboarding new clients - Documenting policies and procedures for bookkeeping processes Experience with Quickbooks Online and BILL is a plus, as well as familiarity with budgeting, invoicing, and payroll. Qualifications - Bachelor's or Master's in Accounting/Taxation preferred - CPA, JD or EA not required but preferred - 3-5 years' experience in a public accounting firm - 1+ year of supervisory experience - Ability to lead, manage and develop staff in a highly interactive team environment - Strong knowledge and experience with Excel - Solid working knowledge of Microsoft Office and Quickbooks Online - Exceptional organizational, communication and presentation (verbal and written) skills Requirements 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. Benefits - Generous PTO - Flexible work environment - Expanded parental leave - Extensive learning & development - Paid time off for employees to volunteer
Government Contract Client Accounting- Experienced Associate
CohnReznickCohnReznick 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.
Role Description We currently have an exciting career opportunity for an Experienced Associate to join the GovCon team in our Client Accounting 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. Responsibilities include but are not limited to: - Develop and maintain an understanding of the accounting operations within each assigned client - Communicate with clients on an ongoing basis - Handle various accounting functions related to government contracts - Prepare and maintain journal entries, general ledger account reconciliations, and supporting schedules - Assist with month-end, quarter-end, and year-end close processes - Support accounts payable and accounts receivable activities as needed - Maintain accurate and organized financial documentation - Support process improvements and automation initiatives within accounting Qualifications - B.A./B.S. in Accounting or Finance or equivalent years of relevant experience - 1–3 years of accounting experience (public or private) - Proficiency in Microsoft Excel and Word - Excellent written and oral communication skills - Experience with ERP/accounting software (e.g., QuickBooks, Unanet, Costpoint) - Strong understanding of accounting principles (GAAP), government contracting regulations (FAR), and Cost Accounting Standards (CAS) - Flexible, organized and possesses the ability to work in a fast-paced environment - Possesses strong analytical and problem-solving skills - Ability to work as a team member or as an individual contributor - Must have strong customer service orientation; be able to maintain a professional demeanor, and work under pressure to handle critical issues in a timely manner - Due to the nature of projects and work for this role, U.S. citizenship is required Benefits - Generous PTO - Flexible work environment - Expanded parental leave - Extensive learning & development - Paid time off for employees to volunteer
Senior Program Manager, Strategic AI
CohnReznickCohnReznick 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.
Role Description We currently have an exciting career opportunity for a Senior Program Manager to join the Strategic AI team. The Senior Program Manager, Strategic AI will play a critical role in translating emerging AI capabilities into scalable, firm‑ready solutions that deliver measurable business value. This role sits at the intersection of program delivery, portfolio coordination, and stakeholder communication, supporting the firm’s Strategic AI initiatives. This is not a traditional EPMO role. The Strategic AI portfolio operates in an iterative, experimental, and rapidly evolving environment, where timelines are fluid and solutions mature through rapid iterations. Success depends on: - Active portfolio resourcing - Sequencing and timeline management - Clear communication - Governance - Risk management - Adoption readiness The role works in close collaboration with the Strategic AI team and Senior AI Solution Managers to execute the portfolio. The core scope is to: - Own end-to-end program delivery from inception - Orchestrate rollout phases - Manage the overall schedule and interdependencies - Lead change management through coordinated communications, enablement, and support planning Qualifications - Strong communication and organizational skills - 5-7+ years of experience in technical program management, project management, or hybrid delivery roles - Demonstrated experience working with AI in fast‑moving environments (emerging tech, digital innovation, gen AI, or advanced analytics) - Strong stakeholder management skills, including executive‑level communication - Experience balancing delivery velocity with risk, compliance, and governance requirements - Ability to translate technical concepts into business‑friendly narratives and decisions Requirements - Experience supporting Gen AI, automation, data, or platform‑based solutions, including enablement and adoption in complex stakeholder environments - Familiarity with iterative/agile delivery models that do not rely on fixed scopes or dates - Actively using GenAI tools in daily work to improve program management and project management processes - Background in professional services, advisory, audit, tax, or regulated environments - Experience working with intake platforms, portfolio tools, or product boards (e.g., Monday.com) Benefits - Generous PTO - Flexible work environment - Expanded parental leave - Extensive learning & development - Paid time off for employees to volunteer
Client Accounting Services Success - Senior Manager
CohnReznickCohnReznick 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.
Role Description We currently have an exciting career opportunity for a Senior Manager to join the Client Success team in our Client Accounting 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. The Client Accounting Advisory Team is a rapidly growing division of CohnReznick, where we partner with our clients to perform accounting, advisory and technology services. Our goal is to leverage the best staff, cutting edge technology, and efficient processes to exceed our clients’ expectations. Our services include: - Maintaining of books and records - Financial statement close management reporting - Assistance with state and local tax filings - Virtual controller/CFO services - Accounting technology solution development Responsibilities include but are not limited to: - Support the end-to-end sales process, including lead intake, proposals, engagement letters, onboarding, and handoff to service teams - Maintain CRM accuracy and pipeline visibility; track activities, opportunities, and client data - Coordinate proposals, pricing inputs, and sales documentation - Prepare sales reports, dashboards, and performance metrics - Assist in standardizing sales workflows and improving tools and processes - Collaborate with marketing on lead management and campaign tracking - Support a consistent, high-quality client onboarding and transition experience - Coordinate communication with client delivery teams - Track key client touchpoints, milestones, and feedback - Assist with client communications, surveys, and experience initiatives - Help ensure timely follow-up on service issues and client requests - Identify opportunities to improve sales and client experience processes - Support CRM, proposal tools, and client experience technology adoption - Assist with documentation and continuous improvement efforts - Partner with firm leadership and client service teams on growth initiatives Qualifications - Bachelor’s degree in Business, Accounting, Marketing, Operations, or related field (or equivalent experience) - 10 years of experience in sales operations, client experience, or professional services - Strong organizational, communication, and multitasking skills - High attention to detail and service-oriented mindset - Proficiency in CRM systems and Microsoft Excel/PowerPoint (or Google Workspace) - Experience in public accounting, consulting, or professional services - Familiarity with proposal management and client lifecycle processes - Comfort with reporting, dashboards, and process improvement initiatives Benefits - Generous PTO - Flexible work environment - Expanded parental leave - Extensive learning & development opportunities - Paid time off for employees to volunteer Company Description 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.
Client Accounting Software Solutions - Manager
CohnReznickCohnReznick 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.
Role Description We currently have an exciting career opportunity for a Manager to join the Software Solutions team in our Client Accounting 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. Responsibilities include but are not limited to: - Perform requirements gathering, business process design, system configuration and testing of accounting software solutions such as Sage Intacct, QBO, BILL, or other third party point solutions. - Conducting business discussions to understand customers' current and future needs. - Presenting in-depth product, sales or customer success demonstrations. - Assembling Statements of Work to engage with Clients, which would include creating services estimates and determining software license packages and pricing considerations/exclusions. - Conduct the various phases of an implementation methodology as appropriate (SDLC, waterfall, agile, hybrid) and create project charters and project plans. - Organize and run steering committee meetings to provide management oversight and guidance to the project team. - Conduct resource requirements analysis and scheduling, including estimated project work effort for both client and consulting resources. - Direct and guide business, technical and 3rd party solution provider resources. - Perform status reporting and monitor project activities ensuring the quality and integrity of the information. Record impacts from any changes during the project. - Coordinate the issue escalation process for making business and monetary decisions, as well as identifying and mitigating risks. - Advise on areas of scope, phase management, and technical architecture and identify any areas in which changes to the plan are required. - Obtain acceptance by client, close the project, conduct post-project review and document lessons learned. - Knowledge transfer and mentor client assigned project leads for them to become self-sufficient. - Communicate project updates including status, risks, issues, and escalations. - Lead governance, strategic and standardization initiatives as set mutually within quarterly business, team and/or individual goals. Qualifications - Accounting software implementation and/or consulting role in a multi-client environment is required. - Accounting business development or customer success experience is preferred. - Minimum of Bachelor’s Degree (accounting, information technology, computer science or related discipline desired). - Minimum of 3 years of hands-on experience with accounting ERP solutions. - Superb communication and interpersonal skills to collaborate with consultants and clients and make project presentations. - Ability to work effectively as part of a team while also being self-sufficient and self-starting. - Industry experience in manufacturing, distribution, consumer packaged goods, hospitality, technology, or service industries. - Expert in the use of Project Management tools and templates such as Microsoft Project, PowerPoint, Visio, SmartSheet, and/or Monday.com. Benefits - Generous PTO. - Flexible work environment. - Expanded parental leave. - Extensive learning & development. - Paid time off for employees to volunteer. Company Description CohnReznick is one of the nation’s top professional services firms, creating rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do. We help organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.
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