Financial Modeling - Manager


Valuation Advisory Services

Financial Modeling Manager


The Financial Modeling Manager is responsible for overseeing all phases of project and engagement management for clients in a wide variety of industries for deal advisory, M&A (sell-side and buy-side) and other transactions and other operational and corporate planning purposes (e.g., budgeting and forecasting, return on investment analysis, corporate structuring). This individual will play a key role in client management, practice development and business development.




  • Develop complex financial analyses and financial models to support engagements within a variety of industries, including (but not limited to): technology, life sciences, retail and consumer products, and manufacturing & distribution
  • Take ownership of all aspects of Financial Modeling and Analytics for engagements throughout the transaction process
  • Serve as the day-to-day point person for all financial modeling needs on engagements, and always ready to lead meetings and calls with clients and firm management
  • Work closely with team members at all levels to promptly identify areas of needs from a modeling and decision analytics perspective
  • Communicate with internal and external clients at all levels of the organization to successfully accomplish objectives while conveying knowledge and confidence
  • Seek to improve internal processes, procedures, analyses, and models
  • Manage business development activities, such as proposals, account teams, whitepapers, conferences, and/or other thought leadership material
  • Develop and maintain strong client relationships and cross-sell services


Required Skills and Experience:


  • 6+ years of related work experience working in a financial modeling/business analytics team, Investment Bank, or Private Equity/Fund, specifically for transactional, deal advisory and M&A purposes
  • Bachelor's degree in Finance, Accounting, Engineering, Economics, or a related field; Master's degree is preferred
  • CFA or progress towards obtaining the CFA is required. CPA is a plus
  • Superior Microsoft Excel, VBA, and financial modeling skills, including 3-statement financial forecasting, scenario analysis, trends analysis, variance analysis, and other strategic decision analytics
  • Demonstrated experience, strong current knowledge and proficiency in corporate finance, M&A, valuation, financial accounting, US GAAP
  • Excellent analytical, problem-solving, and root cause determination skills
  • Action-oriented, decisive approach, with the willingness to take a hands-on role to ensure the deliverables are met on time with high quality and within budget, a natural self-starter and independent thinker
  • Proven ability to develop client relationships and effectively interact directly with senior client personnel / C-Suite and key decision-makers
  • Excellent communication, interpersonal, and presentation skills
  • Highly proficient in Microsoft Office Suite (in addition to Excel): PowerPoint, Word


Your CR Advantage:

Competitive salary and benefits

  • 401k Match
  • Profit-Sharing
  • Discretionary annual bonuses and spot bonuses
  • Generous leave package

 Professional Development

  • Designated L&D team
  • Career Coach
  • Resources of a national firm


Learn more

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CohnReznick is an organization committed to diversity and inclusion to drive our business results and create a better future every day for our diverse employees, 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

Equal Opportunity/Affirmative Action Employer Minorities/Females/Protected Veterans/Persons with Disabilities

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 are not a means of inquiry about positions or application statuses.

Employment is subject to verification of pre-screening tests, which may include background check and credit check


This opportunity is closed to applications.