Conflicts manager
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 Conflicts Manager to join our National Assurance team for remote and in office roles. CohnReznick is a hybrid firm 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. YOUR TEAM. The Conflicts Manager supports the National Director of Ethics and Independence (ND-Ethics and Independence) with monitoring ethics and independence compliance. Working under the direction of the ND-Ethics and Independence, the Conflicts Manager helps identify and evaluate relationships across client entities, private equity investors, portfolio companies, and internal firm personnel that may present a conflict of interest or independence concern. The role is critical to CohnReznick’s ability to comply with the AICPA Code of Professional Conduct and other applicable ethics and independence requirements, including those set by the SEC, PCAOB, DOL, GAO, IESBA and state boards of accountancy. 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 Responsibilities include but not limited to:- Input, review, and/or approve the accuracy and completeness of entity information, including additions and modifications, within the Firm’s entity management applications.
- Collaborate with engagement teams to obtain accurate and complete entity information.
- Collaborate with engagement teams to correct inaccurate and incomplete entity information that is identified.
- Monitor data integrity of the Firm’s entity management applications by completing ongoing evaluations of current entity information and researching corporate trees and affiliations.
- Monitor centralized email inbox to assist with responses to engagement team inquiries regarding entity management applications.
- Assist with centralized conflicts team training needs and updates to policies and procedures.
- Performs/or review corporate family tree (i.e., hierarchies and ownership structures, and fund relationships) research using public and subscription-based databases and incorporate updates as needed into conflict reports
- Supervision and review of Conflict Analysts.
- Review the resolution of escalated entity data issues as appropriate.
- Maintain files for entity research, communication with stakeholders, and analysis and conclusion in the Firm’s entity management applications.
- Assist in maintaining and updating the Firm’s Restricted Entity Lists
- Performs other duties, projects and additional responsibilities as assigned.
- Minimum of 7 years of experience - ideally with a public accounting firm, but experience with a professional services firm or academic environment will also be considered
- Customer relationship management and/or data management experience, with an ability to leverage technology to innovate and improve processes
- Meticulous attention to detail
- Excellent communications skills and ability to articulate issues, rules, objective application of facts thereto, and conclusions drawn
- Strong organizational skills
- Strong analytical and problem-solving skills
- Ability to preserve confidentiality and exercise discretion
- Ability to work under pressure
- Ability to manage multiple projects with competing deadlines and priorities
- Database research experience and/or experience with corporate research resources (including CapitalIQ, Hoovers/Dunn & Bradstreet and/or Bureau van Dijk)
- Experience with customer relationship management applications (including Microsoft Dynamics CRM)
- Experience with conflicts search and/or risk management applications (including Kingland, Elite, and/or Intapp).
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