Senior Associate
Are you an accounting professional ready to take the next step in your career? At Cohen & Co, we believe in putting people first and fostering a culture of growth, collaboration, and excellence. As a Senior Associate on our Accounting Advisory Services (AAS) team, you will work with clients across a range of industries to tackle complex accounting and financial reporting challenges. You will provide outsourced accounting support, prepare financial statements and reconciliations, and deliver technical guidance on key topics such as revenue recognition, lease accounting, and equity transactions. This role offers the opportunity to apply your accounting expertise in a dynamic advisory environment, work directly with experienced leaders, and continue growing your career through meaningful client interaction and hands-on experience.
Client Engagement & Technical Delivery
- Perform outsourced accounting functions for clients, including :
- Monthly, quarterly, and annual account reconciliations
- General ledger maintenance
- Preparation of financial statements in accordance with US GAAP (and IFRS as applicable)
- Prepare and assist with non-SEC financial statements and internal management reports
- Assist with SEC reporting (Forms 10-K, 10-Q, etc.) for public clients, as applicable
- Draft and review technical accounting memos addressing complex accounting issues, including revenue recognition, lease accounting, equity transactions, business combinations, and other areas
- Assist in the implementation of new accounting standards and policies
- Support audit processes by preparing schedules and responding to auditor inquiries
- Collaborate with cross-functional teams to ensure timely and accurate financial reporting
- Identify process improvement opportunities and contribute to automation initiatives
- Maintain compliance with internal controls and regulatory requirements
Collaboration & Leadership
Serve as a key liaison for client engagements, coordinating directly with client accounting teams and internal managersSupport and mentor junior staff, fostering a collaborative and knowledge-sharing cultureWork cross-functionally with colleagues across Assurance Advisory, Management Consulting, and Transaction ServicesEngage with leadership in the Westchester, NY office, and other advisory hubs as part of the growing AAS operating teamContinuous Improvement & Professional Growth
Stay current on evolving accounting standards, technical guidance, and industry best practicesParticipate in training, mentorship, and professional development programsContribute to the continued growth and success of the AAS practice through innovation and operational excellenceQualifications
Bachelor's degree in Accounting or FinanceCPA license or CPA eligibility strongly preferred3-6 years of progressive accounting experience, preferably with a mix of public accounting and industry or outsourced accounting experienceStrong understanding of U.S. GAAP and financial reporting requirements; IFRS experience a plusExperience preparing financial statements, performing reconciliations, and drafting technical accounting memosProficiency in accounting software (e.g., QuickBooks, NetSuite, Sage, or similar)Advanced Excel skills, including pivot tables, VLOOKUP, and financial modelingExcellent written and verbal communication skillsProven ability to manage multiple priorities and meet deadlines in a fast-paced, client-focused environmentRequired Technical Skills
Accounting Software : QuickBooks, NetSuite, Sage Intacct, Xero, or similar platformsERP Systems : Experience with ERP implementations or integrations is a plusExcel : Advanced proficiency including pivot tables, VLOOKUP, and financial modelingDocumentation Tools : Microsoft Word and PowerPoint for memo and report preparationCollaboration Tools : Microsoft Teams, Zoom, and project management platforms (e.g., Asana, Monday.com)Preferred Experience
Exposure to private equitybacked or high-growth companiesExperience supporting IPO readiness, M&A transactions, or carve-outsBackground in advisory, consulting, or client service rolesFamiliarity with financial modeling and data visualization tools (e.g., Power BI, Tableau)Location
Cleveland, Akron, Youngstown, OH; Baltimore, MD; Buffalo or New York, NY; Chicago, IL; Denver, CO; Detroit or St. Clair Shores, MI; Milwaukee, WI; Philadelphia or Pittsburgh, PAHybrid work environmentWho 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; andOffering 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 : $70,000-125,000
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.
