Skip to main content
Tallo logoTallo logo

Find Jobs

Find Jobs Near You – Available Work in Your Location

Skip to job details

Back to Results

Apply for this opportunity

To apply for this job, you'll continue to an external website or email application.

CohnReznick

Project Finance & Consulting Manager

Career Insights for Financial Planner / Investment Consultant

See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.

Scorecard

Based on national data

Review key factors to help you decide if this role fits your goals. How is this calculated?

Were these scores useful?

What they do

A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.

$106,370 / year median in the U.S.

+6% projected growth

Explore Career

Job Description

Project Finance & Consulting Manager CohnReznick - 3.5 Charlotte, NC Job Details 16 hours ago Benefits Paid time off Parental leave Qualifications Financial model construction Partnership tax expertise Valuation modeling Financial projection model development Full Job Description Opportunity ID 9967 /

  • generated inline style
  • / Department Advisory /
  • generated inline style
  • / Location(s) Charlotte /
  • generated inline style
  • / State North Carolina /
  • generated inline style
  • / Function Finance /
  • generated inline style
  • / 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 Project Finance & Consulting Manager to join the PFC team in our 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.

This position will support the Hypothetical Liquidation at Book Value ("HLBV") Modeling service line within the Project Finance & Consulting group. This group provides HLBV Modeling and other services to a range of clients, including renewable energy developers, corporate investors, and institutional investors. Our clients are motivated by the social, environmental and financial returns generated by the asset class, which is integral to our firm culture. In this role, you'll have the opportunity to broaden your skills 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: HLBV Modeling Lead HLBV modeling engagements using accounting, tax, and finance tools and methodologies related to tax credit transactions, many of which involve federal tax incentives such as Energy Credits. Prepare, review and analyze HLBV models including underwriting assumptions and deal structure relative to applicable industry standards. Review and analyze the strengths/weaknesses of various partnership structuring options Review closing documentation (partnership agreements, loan agreements, assignments, regulatory agreements, etc.) Help clients optimize the GAAP earnings allocations for their tax credit projects. Assist clients with modeling the economic and tax components of transactions focusing on tracking and accounting for project operations and rate of return on investment. Lead discussions with clients regarding the results of the HLBV calculations and any potential limitations and/or enhancements you can envision. Lead various consulting service engagements with responsibility for responding to client service requests. Develop the technical tax knowledge in relevant tax areas to be able to provide feasible solutions to client circumstances by familiarity with tax code and relevant guidance. Oversee staff supporting client service engagements, coordinate their roles in line with client deadlines, and develop their skills and knowledge to grow their careers.

YOUR EXPERIENCE.

The successful candidate will have: Min of 5-7 years for one of or combination of the following areas: HLBV modeling Financial modeling related to renewable energy projects Audit work related to renewable energy projects and investment tax credits Tax advisory related to renewable energy projects and investment tax credits Experience with tax credit transactions including, the financial modeling, partnership structuring, and of partnership tax concepts is a must. BS/BA degree in accounting, finance or economics or other analytical-focused majors Masters, CPA and CFA are pluses Strong analytical and critical thinking skills and the ability to translate technical concepts into work products Demonstrated advanced proficiency with Microsoft Excel Strong communication skills, with proven ability to track partner feedback, optimize training and learning opportunities, proactively ask thoughtful questions, and coherently express complex concepts, verbally and in writing Strong writing skills and demonstrated ability to develop clear and concise communications for client delivery Attention to detail Ability to implement focused training and impart your knowledge for the technical and soft skill development of junior team members Drive to manage and meet deadlines in a fast-paced culture Self-motivated with the ability to prioritize and multi-task 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 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. #LI-CM1 #GD /

  • generated inline style
  • / /•generated inline style •/