Assurance Partner, Private Funds

Discover #LifeatCohen. Here at Cohen & Co, our Leadership Team drives the firm's strategy and culture, living out our foundational principles to help empower employees and serve clients.  We have a unique opportunity and are seeking a leader with a demonstrated history of working in the financial services industry to join our leadership team.  If you’re ready to work in a people-first culture where your passion for service and your accounting expertise can truly make an impact, we want to hear from you! 

Business Development/Market Leader:

• Responsible for strategy and growth of the firm’s services to Private Funds, including identifying market trends, leading opportunities, and developing go-to-market strategies/plans
• Bridge go-to-market pursuits to internal business planning, including training focus, leadership pipeline, risk, and quality considerations, hiring and resource utilization, and margin management
• Build strong relationships and interact regularly with clients, internal client partners and up-and-coming talent, external industry groups, Centers of Influence, industry Market Leaders in adjacent sectors, and Service Line Leaders – coordinating to align skills with market trends and drive strategic technical leadership hires
• Establish sales and revenue goals, and actively manage a strategic business plan and opportunity pipeline that ensures these goals are met; actively analyze and monitor pricing strategies for opportunities
• Provide input on marketing, business development, BD expenditures, and priorities based on growth plans
• Regularly communicate with the internal community to reinforce collaboration and team building, ensure client focus, demonstrate a commitment to excellence and innovation, and motivate others to engage
• Actively monitor the health of opportunity pipeline (e.g., quality/quantity; near/long term, etc.)

Client Experience:

• Technical excellence in audit and accounting matters for Private Funds
• Actively client-facing; Serve and build relationships with clients and manage internal teams (inside and across service lines) to timely deliver quality work, open communication, sound advice, and proactive service
• Develop/enhance a comprehensive audit approach to meet the needs of Private Funds clients
• Adjust client pricing, strategy, and services as necessary
• Evaluate engagement performance and metrics
• Provide leadership to the annual client continuance process, focused on the client relationship and smooth transitions when required

Technical:

• Perform partner level assurance reviews and signoff
• Serve as a go-to resource for technical questions or knowledge
• Act as a technical and/or business leader both internally and externally
• Be a student of the Firm, drawing in technical expertise from across the Firm to support pursuits when needed

Required:

• Bachelor’s degree; CPA
• 12+ years of progressive experience within assurance at a public accounting firm, including leadership experience with a consistent record of accomplishment, accountability, and history of execution against budget and strategic initiatives
• 3+ years Partner level or equivalent experience
• Proven thought leadership, advanced technical skills, in-depth knowledge, and a concentration in assurance services for investment partnerships

Skills and Attributes for Success:

• Excellent communication skills
• High leadership quotient; mentor to & developer of teams; drive leveraged leadership
• Market facing; high integrity, strong market reputation
• Rainmaker; ability to grow a book of business
• Innovative & adaptable
• Strong technician; advocate methodology enhancements
• Ability to cross-sell; drive growth across service lines
• Discipline & accountability
• Humility & gratitude, balanced with confidence

Location: 

• Akron, Cleveland or Youngstown, OH; Detroitor St. Clair Shores, MI; Chicago, IL; Buffalo, NY; Philadelphia or Pittsburgh, PA; Atlanta, GA (Remote); Dallas, TX (Remote)

• 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! 

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