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What You'll Do

In Cohen & Co's Office of the CFO Advisory practice, you'll work closely with Finance and Accounting executives to drive strategic initiatives and transformation projects for our clients. You'll leverage your knowledge of finance, accounting, and technology to guide clients in their transformation journey, generating analytical insights, in-depth analysis, and enabling data-driven decision making and operational efficiency.

Key Activities

• Contribute to and lead Enterprise Performance Management (EPM) system implementations and optimization projects, guiding clients to leverage technology for enhanced finance and accounting operations.
• Facilitate and document requirements gathering and design workshops to analyze complex business needs, translating them into actionable technical specifications and solution designs.
• Perform advanced analysis on financial data to uncover trends, generate actionable insights, and support client decision-making processes.
• Evaluate data and reporting readiness by assessing data quality, availability, and identifying gaps; develop actionable recommendations to enhance management reporting and analytics capabilities.
• Support data integration and validation efforts, including mapping, reconciliation, and testing activities.
• Develop comprehensive end-user training materials and documentation to drive successful adoption of new systems / processes.
• Identify organizational change impacts and collaborate with leadership to develop and execute change management strategies and communications that support the adoption of new processes and technologies.
• Provide expert guidance on budgeting and planning process improvements, including the evaluation and enhancement of budgeting models, calculations, and reporting outputs.
• Develop executive-level presentations and deliverables that clearly connect current-state assessments to future-state objectives, roadmaps, and strategic initiatives.
• Adapt deliverables and analyses to meet diverse client and project requirements, producing customized solutions tailored to specific business needs.
• Stay current with emerging trends and technologies in EPM, rapidly learning and applying new systems and methodologies to address complex client challenges.

Who You Are

Requirements

• Bachelor's degree in accounting, Finance, Information Systems, or related relevant field of study from an accredited university.
• Strong understanding of core finance and accounting processes and activities including: financial close, budgeting and planning cycles, financial reporting, modeling, and analysis.
• Understanding of key finance transformation domains beyond EPM solutions including: processes, people / operating model, technology enablement, and data / reporting.
• Demonstrated ability to perform structured problem solving, ability to work through complex situations and execute independent thought processes.
• Comfort working with data concepts: reconciliation, validation, and understanding of how source systems feed reporting / planning processes.
• Strong communication skills to build executive-ready storylines supported by technical analysis.
• Commitment to continuous learning and demonstrated ability to learn rapidly to stay abreast to the changing technology landscape and industry best practices.
• Excellent time management skills demonstrating the ability to excel in a rapid pace environment.
• Proficiency in Microsoft Excel, and Microsoft PowerPoint.

Preferred Qualifications

• Prior experience with a leading EPM or FP&A, software platform Existing certifications or credentials with solutions is preferred.
• CPA and / or CMA certification.
• Skills in data analytics platforms and / or coding languages.
• 2-4 years' experience in consulting, FP&A, or related accounting and finance role (Consultant level).
• 3-5 years' experience in consulting, FP&A, or related accounting and finance role (Senior Consultant level).

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:? $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 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

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