At Cohen & Co, we help organizations modernize and strengthen their finance functions to support growth, improve performance and enable better decision-making.

Our Office of the CFO team works with clients to improve the way finance operates through process optimization, technology enablement, data and analytics, automation, and finance transformation.

We are seeking a Senior, Finance Transformation to work directly with clients and experienced team members to assess finance operations, design practical improvements, and help implement solutions that create measurable and sustainable results.

What You’ll Do

Finance Transformation & Process Improvement

• Support finance transformation engagements from assessment and strategy through implementation.
• Identify opportunities to improve efficiency, scalability, controls and decision-making.
• Support transformation across record-to-report and financial close; procure-to-pay and accounts payable; order-to-cash and accounts receivable; FP&A, budgeting and forecasting; management reporting and analytics; and treasury and cash management.

Technology & Digital Enablement

• Support ERP and EPM implementations throughout the project lifecycle, including requirements gathering, process design, configuration support, testing, training, deployment and post-go-live support.
• Help translate finance and accounting requirements into functional system requirements.
• Support reporting, dashboarding, workflow automation and data improvement initiatives.
• Identify opportunities to use automation, analytics and AI to improve finance processes and decision-making.

Client & Project Delivery

• Work directly with Controllers, CFOs and other finance leaders to understand business challenges and requirements.
• Conduct interviews, process walkthroughs and requirements-gathering sessions.
• Perform financial and operational analysis and translate findings into actionable recommendations.
• Own assigned project workstreams and deliverables while managing competing priorities and deadlines.
• Collaborate with accounting, finance, technology and other client stakeholders.
• Support Managers and Senior Managers with proposals and other practice-development activities.

Financial Planning, Performance Management, Finance, Process Improvement, Automation, Head of Finance, Data Analysis, Financial Operations, Financial Analysis, Operational Audit, RequiredBachelor’s degree in Accounting, Finance, Business, Information Systems or a related field.

2+ years of relevant experience in finance transformation within public accounting, professional services or a consulting environment.

Experience supporting implementations with platforms such as NetSuite, Sage Intacct, Workday Adaptive Planning, QuickBooks Online or similar finance technologies.

Strong analytical, problem-solving and communication skills.

Ability to manage multiple priorities in a fast-paced, client-service environment.

PreferredCPA, CMA, MBA, PMP, Lean Six Sigma or another relevant credential is a plus.

Experience with private equity-backed, middle-market or rapidly growing organizations.

• Base compensation 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.

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.

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