Valuation Advisory Services - Manager [Complex Financial Instruments] at CohnReznick LLP

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!   

We currently have an exciting career opportunity for a Manager to join our Valuation Advisory Services practice.  

CohnReznick 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 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.

YOUR TEAM.  

This position will support our Valuation 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 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:  

• Manage and deliver projects for valuation of complex financial instruments, including valuations for financial reporting (ASC 718, 805, 815, 820, 470, 842 purposes), tax, and transactions. Review third-party valuations for audit support.
• Train, supervise and review work of junior team members pertaining to financial modeling concepts, testing and documentation.
• Provide timely performance feedback and suggestions to junior staff members.
• Effectively communicate with clients, auditors, and other stakeholders. Serve as day-to-day point person on the engagement.
• Manage multiple projects while balancing scope, budget, and time constraints.
• Contribute to improving internal processes, procedures, policies, and models.
• Ensure quality control and accuracy of client deliverables.
• Develop and maintain strong relationships across firm service lines.
• Meet or exceed targeted billing hours (utilization).

The successful candidate will have:  

• Bachelor’s degree in Economics, Quantitative Finance, Mathematics, or other related fields. A master’s degree is a plus.
• 5+ years of experience with a large public accounting or advisory firm in valuing complex securities.
• Strong understanding of derivative pricing and techniques such as Black Scholes model, Monte Carlo simulation, and lattice models.
• Experience in valuation of equity, fixed income, and hybrid securities such as warrants, preferred stock, convertible debt, earnouts, stock compensation instruments, etc.
• Familiarity with programming tools such as VBA, R, Python, MATLAB.
• Experience with Bloomberg, Capital IQ and other industry data sources.
• Experience in intangible assets valuation methods such as MPEEM, Relief from Royalty Method, Distributor Method, etc., is a plus.
• ASA, CFA, FRM, CQF or related valuation credential is a plus.
• Excellent written, interpersonal, and presentation skills.
• Flexibility of work schedule to meet client needs required
• Ability to travel as needed.

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 is 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.

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