Private Equity Value Creation - Managing Director

As CohnReznick grows, so do our career opportunities. As one of the nation’s top professional services firms, CohnReznick creates 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). 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. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.

We currently have an exciting career opportunity for a Managing Director to join our Private Equity Value Creation team in our CxO 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.

YOUR TEAM.

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.

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:

The Managing Director, Private Equity Value Creation will:

• Serve as a leadership pillar within the Private Equity Value Creation team, responsible for owning client relationships, leading complex engagements, and helping shape the strategic direction of the Office of the CFO (“OFCO”) offering
• Work closely with and serve as a trusted resource to PE sponsors and portfolio company executives to deliver high-impact finance transformation, operational improvement, and value creation initiatives
• Own the design and execution of client finance function transformations, operating model design and post-close stabilization initiatives.
• Coordinate with team and management regarding client expectations concerning project deliverables and deadlines
• Effectively write and communicate engagement reports and deliverables to client management
• Mentor and coach staff
• Be market facing, participating in firm-organized and industry events, building relationships with prospects and referral sources to generate new business and expand existing business

Primary Responsibilities:

• Provide strategic and tactical leadership in growing the OCFO and Value Creation practice, contributing to go-to-market strategy, offerings, and intellectual capital
• Lead the design and execution of finance function transformations, operating model design, and post-close stabilization initiatives
• Serve as a senior advisor to PE sponsors and portfolio company CFOs on finance strategy, performance management, and value creation
• Lead end-to-end financial operations due diligence for buy-side and sell-side transactions
• Oversee development of KPI frameworks, dashboards, and board-level reporting for sponsors and executives
• Lead interim CFO or senior OCFO support engagements, providing hands-on leadership during periods of transition or rapid growth
• Guide treasury strategy, liquidity management, and working capital optimization initiatives
• Oversee carve-out financials, separation planning, and complex integration efforts
• Partner with firm leadership, Transaction Advisory, Tax, Technology, and Data teams to deliver integrated solutions
• Serve as executive sponsor and engagement leader, managing teams, margins, and client satisfaction
• Drive adoption of firm-approved, AI-enabled tools and analytics to enhance client outcomes and internal efficiency
• Mentor and develop Senior Managers, Managers and Senior Associates, fostering a high-performance, collaborative culture

YOUR EXPERIENCE.

The successful candidate will have:

• BS/BA required; MBA, CPA, or CFA strongly preferred

• 15+ years of progressive experience in private equity portfolio operations, consulting, transaction advisory, or senior corporate finance roles

• 5+ years of demonstrated leadership experience including supervision of direct reports

• Deep expertise in OCFO transformation, FP&A leadership, and finance operations within PE-backed environments

• Extensive experience supporting M&A transactions, integrations, and complex carve-outs

• Proven ability to lead large, complex engagements and serve as a trusted advisor to executives and PE sponsors

• Strong familiarity with finance systems architecture, data, analytics, and emerging AI technologies

• Track record of building teams, developing talent, and contributing to practice growth

• Demonstrated ability to responsibly deploy firm-approved AI tools in client delivery

• Willingness to travel up to 30%, on average

In addition, please take a moment to review our Universal Job Standards.

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.

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 Equal Employment Opportunity Posters

If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@CohnReznick.com 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.