Accounting and Audit Advisory - Manager

Accounting and Audit Advisory - Manager

Opportunity ID

10169

Department

Advisory

Location(s)

Houston

State

Texas

Function

Accounting Advisory

Job Description

We currently have an exciting career opportunity for a Manager to join our Audit Advisory 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 hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week.

YOUR TEAM.

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.

YOUR ROLE.

Responsibilities include but not limited to:

As an Accounting &Audit Advisory Manager, you will help clients navigate the audit process by ensuring financial data information, schedules, analyses, and supporting documentation are accurate, complete, and audit-ready. Acting as a liaison between client accounting teams, controllers, and external auditors, you will coordinate information requests, manage data integrity, and help drive efficient audit execution and manage the audit process, including a high volume of auditor requests and deliverables, while helping client teams understand and respond effectively to auditor requirements. This role requires exceptional attention to detail, strong project management skills, a strong understanding of audit procedures and financial reporting, and the ability to translate complex financial information into well-organized, supportable audit documentation.

The successful candidate will be able to understand the purpose and scope of audit requests, critically review client-prepared support before it is provided to the auditor, anticipate auditor follow-up questions, and work with both the client and external auditor to resolve requests efficiently and appropriately.

Responsibilities include but are not limited to:

• Serve as the primary liaison between client management, controllers, accounting teams, and external auditors throughout the audit process.
• Coordinate audit requests, manage deliverables, and ensure timely collection of supporting documentation, often across a high volume of concurrent and interdependent requests.
• Review client-prepared PBC schedules, workpapers, reconciliations, analyses, and supporting documentation for accuracy, completeness, internal consistency, and audit readiness before submission to the external auditor.
• Partner with clients to organize financial information, schedules, and supporting documentation in a clear and auditable format, including helping client teams understand what the auditor is requesting and the underlying audit objective.
• Assist management in preparing audit-ready workpapers, account reconciliations, and supporting analyses.
• Analyze financial information and audit support, identify discrepancies, potential audit issues, or gaps in documentation, and work with stakeholders to resolve issues efficiently.
• Monitor audit progress, maintain detailed PBC and request trackers, track outstanding requests, and proactively communicate status updates to all parties.
• Evaluate auditor requests based on the underlying audit objective and work directly with external auditors to clarify, consolidate, or appropriately challenge requests when necessary to minimize unnecessary burden on client teams while satisfying audit requirements.
• Anticipate potential auditor questions and follow-up requests and proactively work with client teams to address issues before they delay the audit.
• Collaborate with controllers and accounting leadership to strengthen financial reporting processes and improve audit readiness.
• Support year-end and interim audit activities, including preparation of PBC (Provided By Client) schedules and audit support files.
• Assist with the preparation and review of financial statements, footnotes, and other financial reporting deliverables.
• Review accounting memoranda and other technical accounting documentation for completeness, consistency with the underlying facts, and audit readiness.
• Identify process improvement opportunities related to data management, documentation, and audit support.
• Mentor junior team members and contribute to the development of best practices across client engagements.
• Participate in business development activities and help expand client relationships through exceptional client service and project execution

YOUR EXPERIENCE.

The successful candidate will have:

• Five to seven (5-7+)years of progressive external auditexperiencewith a Big 4 or national public accounting firm. Experience in accounting or audit advisory following public accounting experience is also valued.
• Strong experience working directly with controllers, accounting leadership, and external auditors, with the ability to communicate effectively from both the client and auditor perspectives.
• Demonstrated ability to manage complex audit engagements and a high volume of requests and deliverables while maintaining a high degree of accuracy and attention to detail.
• Experience preparing and reviewing audit support, reconciliations, workpapers, PBC schedules, financial analyses, and documentation that withstand auditor scrutiny.
• Strongunderstanding of financial statement preparation, account reconciliations, month-end close processes, GAAP financial reporting, and audit procedures.
• Ability to identify inconsistencies, unsupported conclusions, incomplete documentation, and potential audit issues and drive those matters to resolution across multiple stakeholder groups.
• Strong project management and organizational skills, with the ability to manage multiple deadlines and competing priorities across complex engagements with potentially hundreds of individual audit requests.
• Ability to understand the purpose and scope of audit procedures and requests and exercise professional judgment when discussing or challenging the nature, timing, or extent of information requested by external auditors.
• Advanced proficiency in Microsoft Excel, including data analysis, reconciliation, and reporting functions.
• Experience working with ERP systems, general ledgers, financial reporting applications, and data management tools.
• Bachelor's degree in Accounting, Finance, or a related field.
• Three (3+) years of experience leading projects, engagements, or teams.
• Big 4 or national public accounting firm experience strongly preferred.
• Excellent communication skills with the ability to effectively interact with clients, controllers, auditors, and executive leadership.
• An active CPA, CA, or equivalent certification required.
• Experience with private equity-backed portfolio companies and/or working with lean accounting and finance organizations preferred.
• Experience preparing or reviewing GAAP financial statements, footnote disclosures, and technical accounting memoranda preferred.

Ideal Candidate Profile

• Naturally detail-oriented and highly organized, with a strong sense of ownership and follow-through.
• Enjoys getting into the details of complex accounting and audit matters and ensuring the underlying support is accurate, complete, and defensible.
• Comfortable serving as the quarterback between auditors and client teams, including having difficult conversations and professionally pushing back when appropriate.
• Understands how auditors think and can distinguish between information that is necessary to satisfy an audit objective and requests that may need clarification or refinement.
• Thrives in deadline-driven environments and can proactively manage competing priorities without losing track of details.
• Strong client service mindset with the ability to build trusted relationships across all levels of an organization.
• Able to shift between detailed workpaper review and higher-level project management without losing sight of either.
• Naturally anticipates the next question or issue rather than simply responding to requests as they arise.

In addition, please take a moment to review our

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.

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