Senior Accountant, Accounting Advisory Solutions

Overview

Senior Accountant, Accounting Advisory Solutions at Cohen & Co. This role focuses on outsourced accounting support, preparation of financial statements and reconciliations, and delivering technical guidance on topics such as revenue recognition, lease accounting, and equity transactions within a dynamic advisory environment.

• Perform outsourced accounting functions for clients, including monthly, quarterly, and annual account reconciliations and general ledger maintenance.
• Prepare financial statements in accordance with US GAAP (and IFRS as applicable) 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 issues (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.

• 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.

• 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.

• 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 memos.
• Proficiency in accounting software (e.g., Quick Books, Net Suite, 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.

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

• 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).

• Cleveland, OH;
  Akron, OH;
  Youngstown, OH;
  Baltimore, MD;
  Buffalo or New York, NY;
  Chicago, IL;
  Denver, CO;
  Detroit or St. Clair Shores, MI;
  Milwaukee, WI;
  Philadelphia or Pittsburgh, PA
• Hybrid work environment

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. We honor our foundational principle of “great people first” by championing diversity, equity and inclusion and…