Finance Transformation Senior Consultant

Cohen & Co•Detroit, MI

23h

About The Position

Cohen & Co is seeking a Senior, Finance Transformation to help clients modernize and strengthen their finance functions. The role works directly with clients and experienced team members to assess finance operations, design practical improvements, and implement solutions that produce measurable and sustainable results. The Office of the CFO team focuses on process optimization, technology enablement, data and analytics, automation, and finance transformation. The position supports finance transformation engagements from assessment and strategy through implementation, including improvements across financial close and record-to-report, procure-to-pay, order-to-cash, FP&A, management reporting and analytics, and treasury and cash management. It also supports ERP and EPM implementations throughout the project lifecycle, along with reporting, dashboarding, workflow automation, data improvement, and opportunities to apply automation, analytics, and AI. The Senior Consultant works with Controllers, CFOs, and other finance leaders to understand business challenges; conducts interviews, process walkthroughs, and requirements-gathering sessions; analyzes financial and operational information; and turns findings into actionable recommendations. The role owns assigned workstreams and deliverables, collaborates with client stakeholders, manages competing priorities and deadlines, and supports Managers and Senior Managers with proposals and practice-development activities.

Requirements

Bachelor’s degree in Accounting, Finance, Business, Information Systems, or a related field.
At least 2 years of relevant finance transformation experience in public accounting, professional services, or a consulting environment.
Experience supporting implementations with platforms such as NetSuite, Sage Intacct, Workday Adaptive Planning, QuickBooks Online, or similar finance technologies.
Strong analytical, problem-solving, and communication skills.
Ability to manage multiple priorities in a fast-paced, client-service environment.

Nice To Haves

CPA, CMA, MBA, PMP, Lean Six Sigma, or another relevant credential.
Experience with private equity-backed, middle-market, or rapidly growing organizations.

Responsibilities

Support finance transformation engagements from assessment and strategy through implementation.
Identify opportunities to improve efficiency, scalability, controls, and decision-making.
Support transformation across record-to-report and financial close; procure-to-pay and accounts payable; order-to-cash and accounts receivable; FP&A, budgeting and forecasting; management reporting and analytics; and treasury and cash management.
Support ERP and EPM implementations throughout the project lifecycle, including requirements gathering, process design, configuration support, testing, training, deployment, and post-go-live support.
Translate finance and accounting requirements into functional system requirements.
Support reporting, dashboarding, workflow automation, and data improvement initiatives.
Identify opportunities to use automation, analytics, and AI to improve finance processes and decision-making.
Work directly with Controllers, CFOs, and other finance leaders to understand business challenges and requirements.
Conduct interviews, process walkthroughs, and requirements-gathering sessions.
Perform financial and operational analysis and translate findings into actionable recommendations.
Own assigned project workstreams and deliverables while managing competing priorities and deadlines.
Collaborate with accounting, finance, technology, and other client stakeholders.
Support Managers and Senior Managers with proposals and other practice-development activities.