M&A Insurance Advisory - Senior Associate

Opportunity ID

9132

Department

Advisory

Location(s)

Boca Raton

State

Florida

Function

Advisory

Job Description

We currently have an exciting career opportunity for a Senior Associate to join the M&A Insurance Advisory team.

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.

This position will support our M&A Insurance Advisory practice. 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.

YOUR ROLE.

Responsibilities include but not limited to:

• Support Value360's growing M&A Insurance Advisory practice
• Review financial due diligence reports, acquisition agreements, and representation and warranty insurance (RWI) policies
• Facilitate virtual interviews with technical accounting experts and diligence providers
• Effectively communicate diligence findings in written deliverables, clearly articulating the basis for any recommendations
• Provide timely and comprehensive responses to clients regarding accounting and valuation considerations
• Conduct GAAP research

The successful candidate will have:

• Bachelor's degree in Accountancy, Finance, Business Administration, or related field.
• 3+ years of experience providing financial/accounting due diligence
• CPA preferred but not required
• CFF or CFE designations are a plus.
• Experience assessing the sufficiency of financial diligence procedures in the context of mergers and acquisitions.
• Significant case experience regarding complex transactions and accounting considerations.
• Experience managing multiple complex engagements simultaneously.
• Excellent analytical and organizational skills.
• Significant flexibility of work schedule to meet client needs.
• Excellent analytical and problem-solving skills
• Excellent analytical, problem-solving, and root cause determination skills.
• Strong written and verbal communication skills.
• Ability to lead a team in a deadline-driven environment. A natural self-starter and independent thinker.
• Action-oriented, decisive approach, with the willingness to take a hands-on role to ensure the deliverables are met on time with high quality.
• Proficient in Microsoft Office
• Strong attention to detail with the ability to work independently.

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.

"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.

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