Consultant or Senior Consultant, Finance Transformation and Advisory

Are you a consulting professional with a passion for process optimization and exceptional client service? We're looking for someone at the Consultant or Senior Consultant level to help our clients with their Finance Transformation and Advisory needs. You'll get to work on a variety of clients and continue to build your knowledge in this space! If you’re ready to work in a people-first culture where your passion for service and your expertise can truly make an impact, we want to hear from you! 

Process Optimization: 

• Develop an understanding of the client's core finance and accounting processes
• Lead process workshops
• Development of process optimization, including technology enablement
• Document processes and controls for clients
• Manage and develop team and deliverables
• Development of reports, such as financial management reports
• Continue to learn about additional F&A technologies
• Build and maintain strong relationships with high net worth clients, ensuring ongoing satisfaction and confidence in your services

Team Leadership:  

• Mentor and develop junior staff, reviewing their work and providing guidance
• Respect and celebrate the value of each of the stories, backgrounds, perspectives, and ideas of each of our team members, building meaningful relationships with all those you interact with 
• Be growth oriented and work towards building a leveraged model, when appropriate 
• Provide motivation to the team, including developing young leaders via active contribution to training and development 
• Exhibit forward thinking, innovation, and delivering an exceptional work product 

Required: 

• Bachelor’s degree in Accounting or Finance
• CPA or CMA is preferred, but not required
• Have an understanding of core finance and accounting principles

• Knowledge with F&A technology (CoreERP, EPM, and BI Reporting)

• Excellent verbal and written communication skills

• Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo, develop strong relationships internally, and be flexible are required and keys to success 

• Understanding of Outlook, Excel, Word, and Adobe

Location: 

• Akron, Cleveland, Youngstown, OH; Baltimore, MD; Buffalo, NY; Chicago, IL; Denver, CO; Detroit, St. Clair Shores, MI; Milwaukee, WI, New York, NY; Philadelphia, PA; Pittsburgh, PA 

• Hybrid work environment  

#LifeatCohen 

Sure, we like numbers. (But we’ll never treat you like one.) 

At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by: 

• Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and 

• Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!   

Learn More About Us! 

• Discover our Passion, Purpose & Expertise 

• Experienced Hire Opportunities  

• Learn more about our firm's culture and growth opportunities from our Executive Director of People & Culture! 

Estimated Salary Range:  $60,000-85,000 for Consultant & $70,000 - $125,000- Senior Consultant*  

*Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs.  At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation.  As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! 

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.    

Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. 

#LI-PROMO 

#LI-Hybrid