[Hiring] Finance Transformation Advisory - Senior Associate @CohnReznick

Role Description

We currently have an exciting career opportunity for a Senior Associate to join our Finance Transformation team in our CxO Advisory practice.

CohnReznick’s CxO group offers our clients an extensive array of executive advisory (OCFO, OCOO, OCIO), digital and process transformation, and automation enablement services to adapt to the rapidly changing business environment. Our client focus is mid-market, and you will be exposed to a variety of industries including tech, consumer, manufacturing & distribution, real estate, hospitality, private equity, and renewable energy to name a few.

Responsibilities include but are not limited to:

• Assist in executing functional assessments, rapid diagnostics, transformation roadmaps, and automation solutions.
• Contribute to business transformation and automation projects, including analyzing current operations, supporting future-state design, and helping implement transformation roadmaps.
• Support efforts to optimize and automate clients’ back-office functions.
• Collaborate with teams on designing and implementing new operating models, organizational realignment, shared services/centers of excellence, process improvements, and automation solutions.
• Research and assist in deploying business process automation tools, such as RPA and related technologies.
• Participate in requirements gathering, process and functional design, prototyping, testing, training, and solution adoption.
• Help assess and implement business process automation with functional tool upgrades such as RPA and process automation.
• Serve as a project manager on select engagements.

Qualifications

• Ability to work collaboratively in a team environment.
• Experience working with Real Estate clients.
• Exposure to AI-driven automation and hyperautomation trends.
• Strong analytical and problem-solving skills.
• Familiarity with using data analytics and KPIs to support process improvement.
• Strong verbal and written communication skills.
• Good interpersonal and agile project/time management skills.
• Strong project management experience.
• Ability to communicate effectively with stakeholders at various levels.
• Creativity and willingness to take on new challenges.
• Experience or exposure in 1–2 domains preferred (e.g., Customer & Marketing, Finance, Operations, Supply Chain, etc.).
• BS/BA required; MBA a plus.
• Bachelor’s + 4 years or Master’s + 2 years’ experience in strategy, finance, business operations, financial modeling, process improvement, and automation.
• Familiarity with emerging technologies and business systems.
• Proficiency in MS Office applications; exposure to workflow automation and process mining tools.
• Travel up to 30%, on average, may be required for this role.

Benefits

• Generous PTO.
• Flexible work environment.
• Expanded parental leave.
• Extensive learning & development opportunities.
• 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.

CohnReznick helps 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.