Experienced Associate, Office of the CFO
About The Position
Are you an accounting professional looking 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 Experienced Associate on our Office of the CFO team, you’ll work directly with clients across a variety of industries to support complex accounting and financial reporting needs. You’ll assist with technical accounting, financial reporting, and day-to-day accounting operations while developing your expertise in diverse business environments. This role offers the opportunity to build strong technical skills, contribute to high-impact client projects, and grow alongside experienced advisors in a collaborative, dynamic setting. Financial Reporting & Technical Accounting Prepare and review financial statements in accordance with U.S. GAAP, IFRS, or other applicable frameworks. Assist in the implementation of new accounting standards, including ASC 842 (Leases), ASC 606 (Revenue Recognition), and ASC 805 (Business Combinations). Research and draft technical accounting memos addressing complex issues such as equity transactions, debt modifications, and consolidation. Support clients with SEC reporting (Forms 10-Q, 10-K, and S-1 filings), as applicable. Operational Accounting Support Perform account reconciliations, journal entries, and variance analyses to support monthly, quarterly, and annual close processes. Assist clients with daily accounting activities, including general ledger maintenance, intercompany transactions, and fixed asset accounting. Help clients design and improve accounting processes, including the documentation of policies and procedures. Client Engagement & Project Delivery Participate in client meetings, helping to identify issues, propose solutions, and deliver high-quality work products. Collaborate with cross-functional teams—including audit, tax, and consulting—to provide integrated client solutions. Contribute to project planning, budgeting, and execution, ensuring timely delivery and client satisfaction.
Requirements
- Bachelor’s degree in Accounting or Finance; Master’s degree preferred.
- CPA license or active progress toward CPA eligibility strongly preferred.
- 1-4 years of experience in public accounting or corporate accounting.
- Strong understanding of U.S. GAAP and financial reporting principles.
- Proficiency with ERP systems (e.g., NetSuite, Sage Intacct, QuickBooks) and advanced Excel skills.
- Excellent written and verbal communication skills with the ability to explain complex accounting concepts clearly.
- Strong attention to detail, analytical thinking, and problem-solving abilities.
- Ability to manage multiple priorities and work effectively in a fast-paced, client-facing environment.
Nice To Haves
- Exposure to technical accounting research and memo writing.
- Familiarity with internal controls and SOX compliance.
- Prior consulting or advisory experience is a plus.
Responsibilities
- Prepare and review financial statements in accordance with U.S. GAAP, IFRS, or other applicable frameworks.
- Assist in the implementation of new accounting standards, including ASC 842 (Leases), ASC 606 (Revenue Recognition), and ASC 805 (Business Combinations).
- Research and draft technical accounting memos addressing complex issues such as equity transactions, debt modifications, and consolidation.
- Support clients with SEC reporting (Forms 10-Q, 10-K, and S-1 filings), as applicable.
- Perform account reconciliations, journal entries, and variance analyses to support monthly, quarterly, and annual close processes.
- Assist clients with daily accounting activities, including general ledger maintenance, intercompany transactions, and fixed asset accounting.
- Help clients design and improve accounting processes, including the documentation of policies and procedures.
- Participate in client meetings, helping to identify issues, propose solutions, and deliver high-quality work products.
- Collaborate with cross-functional teams—including audit, tax, and consulting—to provide integrated client solutions.
- Contribute to project planning, budgeting, and execution, ensuring timely delivery and client satisfaction.
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
