Senior or Manager, Transaction Services

Cohen & Co; Cleveland (OH); On-site; USD 80,000 - 150,000; Full time

Job summary

Cohen & Co in Cleveland, OH is looking for a Manager on their Transaction Services team to lead financial due diligence engagements for private equity firms, corporate buyers, and closely held businesses. This role requires a strong audit background with at least 5 years of experience in public accounting. The ideal candidate will possess excellent leadership and communication skills along with advanced U.S. GAAP knowledge. The position offers a hybrid work environment with a competitive salary range of $80,000 to $150,000.

Qualifications

• 5+ years of progressive experience in public accounting transaction services or financial due diligence.
• CPA designation preferred.
• Demonstrated transaction services experience required.

Responsibilities

• Lead financial due diligence engagements for clients.
• Serve as primary client contact throughout the transaction.
• Supervise and develop junior team members.

Skills

Leadership

Project management

Communication skills

Financial analysis

U.S. GAAP knowledge

Education

Bachelor’s degree in accounting or related field

Advanced degree

Job description

What You'll Do

As a Manager on our Transaction Services (TS) team, you’ll lead financial due diligence engagements for middle-market private equity firms, corporate buyers, and closely held businesses. You’ll serve as a primary client contact, guide engagement teams through complex transactions, and play a key role in developing talent and supporting the continued growth of our Transaction Services practice.

This role is ideal for someone with a strong audit foundation who wants to apply their accounting knowledge in a deal-driven, client-facing environment without the limitations often found at larger firms. At Cohen & Co, we put people first and foster a culture rooted in collaboration, growth, and real-world learning.

Financial Due Diligence & Deal Leadership

• Lead buy-side and sell-side financial due diligence engagements, including quality of earnings, working capital, and cash flow analyses.
• Review and evaluate complex financial information to identify key transaction risks and opportunities.
• Oversee the preparation and review of transaction reports and client deliverables.
• Apply advanced technical accounting knowledge to address transaction-related issues and conclusions.

Client & Stakeholder Management

• Serve as the primary day-to-day client contact throughout the transaction lifecycle.
• Communicate findings and recommendations clearly to private equity, corporate, and owner-operator clients.
• Manage interactions with target company management, advisors, and other transaction stakeholders.
• Build and maintain strong client relationships through responsiveness, credibility, and professionalism.

Technical Oversight & Analytical Excellence

• Review complex analyses and workpapers prepared by the engagement team.
• Ensure appropriate application of U.S. GAAP and transaction-related accounting guidance.
• Provide technical coaching and feedback to senior associates and associates.
• Identify transaction issues early and develop practical, client-focused solutions.

Leadership & Team Development

• Supervise, coach, and develop senior associates and associates within the TS team.
• Foster a collaborative, high-performing team culture within a pod-based structure.
• Provide real-time feedback, performance guidance, and career development support.
• Lead by example in professionalism, accountability, and client service excellence.

Who You Are

Qualifications

• Bachelor’s degree in accounting or related field required; advanced degree preferred.
• 5+ years of progressive experience in public accounting transaction services or financial due diligence.
• Demonstrated transaction services experience required; audit-only backgrounds not sufficient.
• CPA designation preferred.
• Strong leadership, project management, and decision-making capabilities.
• Advanced knowledge of financial statements, U.S. GAAP, and transaction accounting concepts.
• Excellent written and verbal communication skills in complex, client-facing environments.
• Ability to manage multiple priorities while mentoring and developing others.

Locations

• Cleveland, OH and Chicago, IL
• Hybrid work environment

Who We Are

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.

Learn More

• Discover our Passion, Purpose & Expertise
• Learn more about our Firm's culture

Estimated Base Range: $80,000-150,000*

• Base compensation offered to candidates is 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. The firm offers a comprehensive Total Rewards package that goes beyond standard options, including time off outside of PTO to recharge and give back to the community, merit increases and bonuses, and talent development resources.

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.