Finance Engagement Assistant

As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do!

YOUR TEAM. 

We currently have an exciting career opportunity in our Finance team for a Finance Engagement Assistant based out of our Charlotte office in a hybrid capacity.

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 alternate time between both remote and office. At CohnReznick, we believe in creating the conditions in which everyone can do their best work, collaborate, learn, and build community. This results in our ability to create opportunities for our people, make a difference for our clients, and strengthen our internal and external communities.

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:

• Time Entry Changes.
• Reporting.
• Data changes in the ERP system.
• Support the client set up process for any accounts that cannot be handled by the offshore team (SAP).
• Generate proformas (Elite).
• Pulling invoice copies.
• Respond to basic client inquiries.
• Assist with distribution of client statements.
• Assist with research of client payments.
• Other duties as assigned.

YOUR EXPERIENCE. 

The successful candidate will have:

• 1+ years of work experience with data entry.
• Able to maintain a high level of accuracy.
• Ability to prioritize work to meet deadlines.
• Must be a self-starter with ability to work autonomously.
• Experience with SAP S4Hana a plus.
• Experience with ticketing systems a plus.
• Proficient in MS Word, Excel, and Adobe Acrobat.
• Strong communication and interpersonal skills.
• Ability to function as a member of a team to accomplish group objectives.

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 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.

#LI-Hybrid #CB #GD