Cohen & Co

Support and build financial planning processes, analyze performance, and improve systems within a professional services firm. | 4-8 years of FP&A experience, proficiency with Excel, familiarity with Workday and BI tools, and experience in professional services or consulting. | What You'll Do As a Senior Financial Analyst on our FP&A team, you’ll help build and scale a modern financial planning and analysis function for a growing professional services firm of approximately 1,000 employees and $250M in annual revenue. You’ll focus on forecasting, budgeting, and performance analysis, delivering clear insights that support firm leadership in strategic and operational decision-making while partnering closely with Finance leadership and cross-functional teams. You’ll play a key role in establishing FP&A processes, supporting the firm’s transition to Workday Financials and Adaptive Planning. This role is execution-focused in year one, with increasing ownership and influence as the FP&A function matures—ideal for an experienced FP&A professional who thrives in an evolving environment. At Cohen & Co, we put people first and foster a collaborative, growth-oriented culture grounded in real-world learning. Planning, Budgeting & Forecasting Support the buildout of the firm’s forecasting processes from the ground up, including model structures, timelines, inputs, and reporting outputs. Assist in the annual budgeting process, coordinating inputs across service lines and shared services. Prepare and analyze forecasts for revenue, gross profit, overhead, and operating income. Help design and validate key planning assumptions and drivers in partnership with Service Line, Vertical, and Shared Services leaders. Financial Analysis & Decision Support Provide analytical support to Service Line/Vertical leaders related to revenue, utilization, margin, staffing, and other performance drivers. Support overhead owners (IT, Marketing/Sales, People & Culture, etc.) with budget-to-actual analysis and forecasting updates. Assist in developing standardized financial packages, dashboards, and KPI reporting to support decision making. Systems, Tools & Process Improvement Contribute to the initial buildout of Workday Adaptive Planning, including model structures, dimensions, assumptions, and reporting. Proactively identify opportunities to streamline planning processes, improve data quality, and automate recurring work. Mentor other analysts on advanced FP&A techniques, professional services profitability drivers, and system tools (Workday, Adaptive Planning) to support team development and long-term function maturity. Collaboration & Business Partnering Participate in meetings with Service Line, Vertical, and Shared Services leaders to review financial performance and planning updates. Work collaboratively with cross functional teams, including People, IT, and Operations. Who You Are Qualifications 4–8 years of progressive FP&A or financial analysis experience. Prior FP&A experience within a professional services environment (CPA firm, consulting, legal, engineering, or other services) or experience consulting to such organizations. Advanced Excel skills (nested formulas, pivot tables, modeling, Power Query/Pivot preferred). Experience working with Workday (Financials and/or Adaptive Planning). Familiarity with modern BI tools (Power BI preferred; Tableau or Qlik acceptable). Strong analytical and financial modeling capabilities with high attention to detail. Ability to work in an evolving environment building processes for the first time. Preferred CPA or CMA credentials. Exposure to financial systems implementation or enhancement projects. Experience with Workday Adaptive Planning model build or maintenance. Experience with data querying (SQL) and/or scripting (Python) for automation highly valued. Experience in a midsized (500–2,000 employee) professional services company a plus. Locations Cleveland, OH; Akron, OH; Baltimore, MD Hybrid work environment Who We Are #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! Estimated Salary Range: $80,000-110,000 *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 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! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's culture Experienced Hire Opportunities 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

Lead and support M&A tax engagements, manage client relationships, and improve operational efficiency. | Requires 5-7 years in public accounting supporting M&A tax, CPA or JD preferred, with strong leadership and technical skills. | What You'll Do Ready to work on deals that actually move the needle? As a Manager in our M&A Tax practice, you’ll step into a high-impact, client-facing role where your work directly shapes transaction outcomes. You’ll partner with sophisticated clients and collaborative teams to tackle complex M&A tax matters—from due diligence through structuring—while building trusted-advisor relationships and influencing how deals get done. This is an opportunity to lead, grow, and make a real impact in a fast-growing practice that values initiative, technical curiosity, and smart problem-solving. Client Leadership & Engagement Management Lead client and billable tasks and ensure consistent client support throughout the year Manage multiple clients and engagements, including: Managing client expectations Ensuring client satisfaction Meeting deadlines Leading change efforts effectively Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise related to transaction tax impacts M&A Tax Execution & Technical Delivery Support and manage core M&A Tax functions, including: Tax due diligence Tax modeling Transaction structuring Internal restructuring Perform and oversee analyses related to transaction tax matters Assist with additional tax-related projects as requested Team Leadership & Collaboration Create strong partnerships with engagement teams to ensure work remains on track Lead efficiency opportunities and help manage client work Work closely with partners and staff on: Client management Practice development Business development initiatives Operational Excellence & Continuous Improvement Identify and drive process improvements and efficiency opportunities Ensure engagement teams are aligned, organized, and meeting project milestones Who You Are Required 5–7 years of progressive experience in public accounting Prior experience supporting M&A Tax engagements CPA or JD strongly preferred Strong leadership, organizational, and project management skills Excellent internal and external communication skills Preferred Technical Experience Tax research Attribute analysis Analysis of the tax treatment of transaction costs Preservation and profiling of tax attributes, including: Earnings and profits Stock basis Section 382 ownership studies Location: Preferred Locations: Cleveland, OH; Buffalo, NY; Philadelphia or Pittsburgh, PA Other Locations: Akron or Youngstown, OH; Detroit or St. Clair Shores, MI; New York City, NY; Denver, CO; Milwaukee, WI; Chicago, IL Hybrid work environment Who We Are #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 Learn more about our Firm's culture Experienced Hire Opportunities Estimated Salary Range: $85,000 - $250,000* *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

Lead and optimize the firm's billing and revenue operations, including managing global teams, developing strategies, and ensuring compliance and efficiency. | Extensive experience (12-15+ years) in billing, revenue operations, or finance within professional services, with proven leadership in centralized billing models and managing off-shore teams, along with strong analytical skills. | What You'll Do Looking to step into a high-impact leadership role within a complex professional services firm?As Director of Billing & Revenue Operations, you’ll own the firm’s end-to-end billing lifecycle, lead a centralized on-shore/off-shore delivery model, and partner closely with firm leadership and practice leaders to drive billing excellence, improve realization, and support scalable growth across a multi-office public accounting firm. Revenue Operations Leadership Lead the firm’s billing and revenue operations function, including: Centralized billing execution Revenue realization support Governance over billing-related policies and processes Establish firm-wide standards, controls, and performance expectations for billing and revenue operations Ensure alignment between engagement economics, billing execution, and financial reporting Centralized Billing Strategy & Execution Design, implement, and continuously improve the firm’s centralized billing operating model Ensure accurate and timely billing across all engagement types: Time & materials Fixed fee Retainers Milestone and progress billing Oversee unbilled WIP management, billing cycle times, and write-ups/write-downs Serve as the executive escalation point for complex, sensitive, or high-risk billing matters Off-Shore / Global Delivery Management Provide strategic oversight of off-shore billing and revenue operations teams Define operating models, SLAs, productivity benchmarks, and quality standards Partner with global delivery leadership on workforce planning, capacity management, and scalability Ensure effective time-zone coordination, governance, and escalation protocols Drive documentation, training, and knowledge transfer for off-shore teams Partner & Practice Engagement Act as a strategic advisor to engagement partners and practice leaders on: Billing strategy and execution Engagement economics and realization optimization Complex or non-standard billing arrangements Influence partner behavior through data-driven insights and consistent governance Support firm initiatives related to pricing models, engagement structures, and profitability Reporting, Analytics & Insights Develop and own billing and revenue operations dashboards and KPIs, including: Billing cycle time Unbilled WIP aging Realization and margin impact Write-ups/write-downs Offshore productivity and quality metrics Provide actionable insights to executive leadership and the partnership Use data and trend analysis to drive continuous improvement and strategic decisions Systems, Automation & Process Transformation Own billing and revenue operations processes within the firm’s practice management and ERP systems Lead system implementations, upgrades, and automation initiatives related to billing and revenue workflows Partner with IT, FP&A, and Global Delivery on scalable technology solutions Champion standardization, automation, and digitization across billing processes Governance, Risk & Controls Ensure strong internal controls over billing and revenue-related processes Support internal and external audits related to billing and revenue recognition Ensure compliance with GAAP, firm policies, engagement terms, and regulatory requirements Proactively identify and mitigate billing and revenue execution risks Leadership & Talent Development Build, lead, and develop high-performing on-shore and off-shore billing teams Establish clear accountability, performance metrics, and development pathways Foster a culture of quality, ownership, and continuous improvement Serve as a visible leader within the firm’s finance and operations organization Who You Are Education & Credentials Bachelor’s degree in Accounting, Finance, Business Administration, or related field CPA certification preferred but not required Experience 12–15+ years of progressive experience in billing, revenue operations, or finance Experience in public accounting or professional services required Proven leadership of centralized billing models Demonstrated experience managing off-shore or global delivery teams Experience partnering with senior leadership and firm partners Technical & Systems Expertise Deep understanding of professional services billing and revenue models Experience with Workday preferred Strong analytical and reporting skills; BI tools experience preferred Key Competencies Strategic leadership with strong executive presence Ability to influence and drive consistency in a partner-driven environment Strong operational discipline and financial acumen Excellent communication and stakeholder management skills Change leadership and process transformation mindset Global leadership and cross-cultural effectiveness Location Akron, Cleveland, or Youngstown, OH; Detroit or St. Clair Shores, MI; Pittsburgh or Philadelphia, PA; New York City or Buffalo, NY; Denver, CO; Milwaukee, WI; Chicago, IL Hybrid work environment Who We Are #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 Learn more about our Firm's culture Experienced Hire Opportunities Estimated Salary Range: $120,000 - $150,000* *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