Technology Project Manager

As our Advisory practice continues to grow, we’re seeking a dynamic, driven professional to join our Office of the CFO team as a Manager – Technology Project Manager. In this role, you’ll partner with clients across industries to deliver high-impact projects in areas such as application selection, technology implementation, process transformation, and program management.

At Cohen & Co, you can expect a different kind of consulting experience. We don’t view projects as “one-and-done”—we build long-term partnerships that help our clients thrive. You’ll join a team of experienced consultants with deep expertise across strategy, operations, and technology. Their insights, tools, and mentorship will provide a strong foundation for your professional growth and leadership development.

Project Leadership & Delivery

• Lead and manage advisory engagements from project kick-off through completion.
• Define scope, goals, and success criteria; create and manage detailed project plans.
• Coordinate cross-functional teams and manage project resources to ensure milestones are achieved.
• Oversee project budgets and timelines while ensuring deliverables exceed client expectations.

Risk Management & Problem Solving

• Anticipate risks and issues; develop mitigation strategies.
• Tackle complex client challenges with structured problem-solving and creativity.
• Provide clients with actionable insights, balancing strategic vision with practical execution.

Client Communication & Relationship Management

• Serve as a trusted advisor and primary point of contact.
• Build and maintain strong relationships with stakeholders, including C-suite executives.
• Communicate progress, key milestones, and issues with clarity and confidence.

Technology Selection & Implementation Support

• Lead and support technology requirements gathering through workshop facilitation, bringing in understanding of key end-to-end business processes and the business applications that support those processes
• Develop enterprise technology roadmap and guide clients through technology selection process, including developing RFP’s
• Support and lead workstreams in end-to-end system implementations for core enterprise systems including ERPs like Sage Intacct, NetSuite, and other mid-market finance platforms

Business Development & Practice Growth

• Identify opportunities to expand our advisory services within existing client accounts.
• Contribute to proposals, presentations, and thought leadership.
• Play a role in building the practice by supporting go-to-market strategies and growth initiatives.

Team Leadership & Development

• Mentor, coach, and review the work of junior consultants.
• Foster an inclusive environment where diverse perspectives and ideas are valued.
• Champion innovation, continuous improvement, and high-quality work products.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Engineering, Computer Science, or related field; advanced degree (MBA, MS, etc.) is a plus.
• 5–8+ years of relevant experience in consulting, project management, finance transformation, strategy, or technology implementation.
• Strong understanding of enterprise technology landscapes, including ERP (Oracle / NetSuite, Sage, Microsoft Dynamics, Infor), workflow tools, and digital automation.
• Exposure to emerging technologies (AI/GenAI, RPA, data analytics, cloud platforms) and interest in applying them to solve business challenges.
• Proven ability to lead cross-functional initiatives and deliver measurable client impact.
• Excellent written and verbal communication skills, with experience presenting to executives.
• Strong analytical, organizational, and interpersonal skills.
• Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint, Adobe) and familiarity with collaboration/project management tools (e.g., Smartsheet, Asana, Jira, or MS Project).

Preferred Qualifications 

• PMP, CSM, Prosci, or equivalent certifications.
• ERP, Cloud, or other technology certifications (SAP, Oracle, Microsoft, Salesforce).
• Familiarity with data visualization and reporting tools (Tableau, Power BI).
• Prior experience in a consulting firm or client-facing project management role.

Location 

Cleveland, OH; Chicago, IL; Philadelphia, PA