Senior Associate - IT Due Diligence

This position will support our rapidly growing Transaction Advisory Services group. This team conducts due diligence and supports clients across a wide range of industries. As a member of this team, you’ll not only have the opportunity to interact with clients but also to interact with team members across all levels within the practice., * Execute key workstreams across buy-side and sell-side IT due diligence engagements, from information request development and data room review through management interviews, analysis, and reporting.

• Assess technology strategy, IT organization and operating model, business applications, infrastructure and cloud environments, cybersecurity, data and analytics capabilities, IT service delivery, and third-party dependencies.
• Analyze IT spend, staffing, contracts, licensing, vendor relationships, planned initiatives, technical debt, and required investments. Assist with developing high-level cost estimates and investment considerations where appropriate.
• Identify technology risks, scalability constraints, operational dependencies, cost-saving opportunities, value creation initiatives, and integration or separation considerations in the context of the transaction thesis.
• Prepare clear, concise, and executive-ready diligence reports, presentations, current-state assessments, data summaries, and supporting analyses that explain the business impact of technical findings.
• Lead or actively participate in client, target management, and internal team meetings. Ask effective follow-up questions and communicate technical topics to both technical and non-technical stakeholders.
• Coordinate engagement activities, maintain request lists and project trackers, monitor deadlines, and escalate data gaps, risks, or delivery concerns in a timely manner.
• Review the work of junior team members and provide practical coaching and feedback, as assigned.
• Collaborate with cybersecurity, software diligence, financial diligence, tax, operations, and other transaction specialists to address cross-functional deal considerations.
• Support practice development through reusable tools and templates, market research, proposals, thought leadership, and other internal initiatives.
• Stay current on enterprise technology, cloud, cybersecurity, data, artificial intelligence, and M&A trends relevant to technology diligence.

• Bachelor’s degree in information technology, information systems, computer science, engineering, business, finance, or a related field, or equivalent relevant experience.
• 3 to 5 years of experience in technology consulting, IT advisory, transaction advisory, an internal IT function, or another client-facing technology role.
• Working knowledge of enterprise applications, IT infrastructure, cloud platforms, cybersecurity, IT operating models, and technology governance.
• Ability to analyze qualitative and quantitative information, identify implications, and develop well-supported conclusions under tight deadlines.
• Strong project management and organizational skills, including the ability to prioritize work across multiple concurrent engagements.
• Excellent written and verbal communication skills, with demonstrated ability to prepare professional client deliverables and communicate with senior stakeholders.
• Advanced proficiency in Microsoft PowerPoint, Excel, and Word.
• High attention to detail, sound judgment, intellectual curiosity, and a collaborative working style.
• Ability to handle confidential information with discretion and travel as client needs require., * Direct experience supporting IT due diligence, M&A integration or separation, carve-outs, technology transformation, or transaction-related advisory engagements.
• Experience assessing one or more IT domains in depth, such as enterprise applications, infrastructure and cloud, cybersecurity, IT operations, data and analytics, or IT financials.
• Familiarity with ERP, CRM, HRIS, business intelligence, and other enterprise platforms, as well as common cloud and productivity environments.
• Experience with IT cost analysis, technology investment estimates, synergy identification, or Day 1 and post-close planning.
• Familiarity with IT governance, risk, and service management frameworks such as COBIT, ITIL, NIST CSF, or ISO 27001.

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., In New York, the salary range for a Senior Associate is $85,000 to $140,000. Actual compensation within the range will be dependent upon the individual’s skills, experience, qualifications and location, and applicable employment laws. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit Life at CohnReznick.

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 Senior Associate - IT Diligence to join our Merger Integration and Carve out Services (MICO) practice. The MICO team is a national practice and this role can be located out of any of our CohnReznick offices or remotely!, “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.