Financial Modeling & Analytics Associate

Financial Modeling & Analytics Associate

Opportunity ID


9439

Department


Advisory

Location(s)


Charlotte

State


North Carolina


Function


Finance

Job Description


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 Financial Modeling & Analytics Associate to join the team in our Charlotte office.

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 Financial Modeling & Analytics group. This group provides cutting edge financial modeling, data, and BI Development services to a range of clients. In this role, you'll have the opportunity to broaden your skills, work across industry groups, and interact with team members across all levels within the practice.

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:

• This is a hands-on role where a significant portion of time is spent building and iterating Excel-based financial models for client engagements.
• Interest in working in different industries such as renewable energy, real estate, private equity, healthcare, and others.
• Leveraging data concepts to effectively store financial modeling data in a database.
• Developing Power BI reports to provide insights and support business operations.
• Conducting financial analysis and providing recommendations based on findings.
• Ensuring accuracy and integrity of financial models and reports.
• Developing creative solutions to solve clients' pain points.
• Providing training and support to team members on financial modeling, data, and analytics projects.

YOUR EXPERIENCE.

The successful candidate will have:

• 0-3 years financial modeling/financial analyst experience.
• BS/BA degree in accounting, finance, economics or computer science a plus.
• CPA certification or Interest in pursuing CPA certification is a plus.
• Solid understanding of basic finance, accounting, and/or tax concepts.
• Strong analytical skills and the ability to translate technical concepts into work product.
• Demonstrated ability to work in a consulting environment managing multiple client deliverables.
• Ability to translate complex issues and communicate them to audiences at various levels of technical ability.
• Advanced Microsoft Excel skills is a requirement.
• Experience with commercial real estate, renewable energy, or private equity a plus.
• Experience with deal underwriting, partnership tax concepts, or financial planning and analysis concepts a plus.
• Strong communication skills, with proven ability to coherently express complex concepts, both verbally and in writing.
• Detail oriented and deadline driven in a fast-paced culture.
• Self-motivated with the ability to prioritize and multi-task in an environment of multiple responsibilities 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.

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


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.

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.


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