Senior Accountant, Accounting Advisory Solutions
About The Position
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 Accounting Advisory Services (AAS) 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.
Requirements
- 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.
- Accounting Software: QuickBooks, NetSuite, 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, Monday.com).
Nice To Haves
- 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).
Responsibilities
- 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.
- 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.
Benefits
- 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!
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
