Senior Associate, Technical Accounting and Reporting

Cohen & Co; Cleveland (OH); On-site; USD 75,000 - 115,000; Full time

Job summary

Cohen & Co is seeking a Senior Associate for the Office of the CFO to deliver outsourced accounting and technical guidance to clients across industries. You will prepare financial statements, manage reconciliations, and contribute to complex accounting memos and policy implementations.

The role emphasizes applying US GAAP, collaborating with leadership, and mentoring junior staff within a growing AAS practice and cross-functional teams. A CPA is preferred and strong Excel skills are essential.

Qualifications

• Bachelor’s degree in Accounting or Finance required.
• CPA license or CPA eligibility strongly preferred.
• 3–6 years of progressive accounting experience, mix of public and outsourced accounting.
• Strong understanding of U.S. GAAP; IFRS a plus.

Responsibilities

• Perform outsourced accounting functions for clients, including reconciliations and general ledger maintenance.
• Prepare financial statements in US GAAP (and IFRS as applicable).
• Assist with SEC reporting (10-K, 10-Q) for public clients; draft technical accounting memos.

Skills

Advanced Excel

Pivot tables

VLOOKUP

Financial modeling

Communication skills

Education

Bachelor’s degree in Accounting or Finance

CPA eligibility preferred

Tools

QuickBooks

NetSuite

Sage Intacct

Xero

Job description

Senior Associate, Office of the CFO (Technical Accounting)

What You’ll Do

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 Office of the CFO team, you’ll work with clients across a range of industries to tackle complex accounting and financial reporting challenges. You’ll 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 managers.
• Support and mentor junior staff, fostering a collaborative and knowledge‑sharing culture.
• Work cross‑functionally with colleagues across Assurance Advisory, Management Consulting, and Transaction Services.
• Engage with leadership in the Westchester, NY office, and other advisory hubs as part of the growing AAS operating team.

Continuous Improvement & Professional Growth

• Stay current on evolving accounting standards, technical guidance, and industry best practices.
• Participate in training, mentorship, and professional development programs.
• Contribute to the continued growth and success of the AAS practice through innovation and operational excellence.

Who You Are

Qualifications

• Bachelor’s degree in Accounting or Finance.
• CPA license or CPA eligibility strongly preferred.
• 3-6 years of progressive accounting experience, preferably with a mix of public accounting and industry or outsourced accounting experience.
• Strong understanding of U.S. GAAP and financial reporting requirements; IFRS experience a plus.
• Experience preparing financial statements, performing reconciliations, and drafting technical accounting memos.
• Proficiency in accounting software (e.g., QuickBooks, NetSuite, Sage, or similar).
• Advanced Excel skills, including pivot tables, VLOOKUP, and financial modeling.
• Excellent written and verbal communication skills.
• Proven ability to manage multiple priorities and meet deadlines in a fast‑paced, client‑focused environment.

Required Technical Skills

• Documentation Tools: Microsoft Word and PowerPoint for memo and report preparation.
• Collaboration Tools: Microsoft Teams, Zoom, and project management platforms (e.g., Asana, Monday.com).
• Excel: Advanced proficiency including pivot tables, VLOOKUP, and financial modeling.
• Accounting Software: QuickBooks, NetSuite, Sage Intacct, Xero, or similar platforms.
• ERP Systems: Experience with ERP implementations or integrations is a plus.

Preferred Experience

• Exposure to private equity-backed or high‑growth companies.
• Experience supporting IPO readiness, M&A transactions, or carve‑outs.
• Background in advisory, consulting, or client service roles.
• Familiarity with financial modeling and data visualization tools (e.g., Power BI, Tableau).

Who We Are

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

Estimated Base Range: $75,000-$115,000

• 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.