Job description
Cohen & Company
Certified Public Accountants
At Cohen & Company, our purpose is to engage, teach, inspire and improve lives through the power of knowledge and trust. We value great people, teamwork, a competitive spirit and courage, and the ability to adapt and remain optimistic.
Named one of America’s Best Tax and Accounting Firms by Forbes and one of the Best of the Best Firms by INSIDE Public Accounting, Cohen & Company offers assurance, tax and advisory services to clients throughout the U.S. and worldwide. The firm serves a broad range of clients, from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises. Founded in 1977, Cohen & Company has more than 750 dedicated professionals across the U.S. and 11 offices in Illinois, Ohio, Maryland, Michigan, New York, Pennsylvania and Wisconsin. Through affiliated entities the firm also has an international presence in the Cayman Islands and Ireland. Learn more at cohencpa.com.
Our Advisory Services Division focuses on Management Consulting, Business Valuation, M&A Advisory, and Transaction Services. Our Management Consulting Practice collaborates with business owners and company leadership to optimize the performance of the enterprise. We help our clients develop thoughtful plans and then work with their team to deliver on the objectives. Rather than a one-off project, we view consulting as a long-term relationship to help our clients be successful.
We are very excited about our growth opportunities and are seeking an individual at the Senior Manager level with experience in Private Equity and an entrepreneurial energy and commitment to client service to join our Management Consulting team! We are open to this position being in any of the following markets: Cleveland, Akron, or Youngstown, OH; Chicago, IL; Detroit, MI; Baltimore, MD; Pittsburgh, PA; Milwaukee, WI.
This potential opportunity is not available for residents of California, Colorado or New York.
- Minimum 4 years of experience in Accounting or Finance for a Private Equity Firm or 5 years of experience at a public accounting firm supporting Private Equity fund raising, due diligence, valuation modeling, fund accounting, and/or investor reporting
- Experience with Project management tools and methodologies
- Experience developing and delivering Presentations, process mapping, and business case modeling
- Experience with data modeling and experience developing operational analytics and KPI reports
- Experience leveraging technology to drive business transformation
Looking for someone who has the ability to:
- Understand Private Equity management objectives and reporting process to direct the design and development of integrated reporting solutions
- Maintain a personal, strategic relationship with clients and serve as the key individual when it comes to managing client expectations, retention and dispensing high-level advisory services.
- Confidently and effectively manage engagements, resources, people, and client expectations to achieve the results required to maintain profitable and lasting client relationships
- Deliver presentations to internal and external stakeholders and clients
- Contribute to sales efforts by serving as Sales Lead on project opportunities with new clients
- At least 5 years of Private Equity industry experience (experience may also be met through supporting Private Equity clients at a Certified Public Accountant (CPA) Firm or Fund Administrator)
- Bachelor’s degree required, CPA, Chartered Financial Analyst (CFA), Master's in Business Administration (MBA) or similar is preferred
- Degree in Business, Finance, Marketing, Technology, Engineering, or similar fields
- Preferred experience with:
- Data visualization tools (e.g. Tableau, PowerBI)
- Finance Transformation (including understanding leading SaaS Finance and Accounting Solutions)
- Financial Reporting
- Mergers & Acquisitions
- Change Management
Learn more about us!
- Cohen & Company: www.cohencpa.com
- Careers: cohencpa.com/careers
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.
#li-hybrid
gatheringourvoice.org is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, gatheringourvoice.org provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, gatheringourvoice.org is the ideal place to find your next job.