Data Specialist

Job Locations US-OH-Cleveland | US-OH-Akron | US-MD-Hunt Valley | US-IL-Chicago | US-MI-Detroit | US-WI-Milwaukee | US-PA-Pittsburgh | US-MI-St. Clair Shores | US-OH-Youngstown
Technology Services
Position Type
Regular Full-Time


Cohen & Company

Certified Public Accountants


At Cohen & Company, our purpose is to engage, teach, inspire, and improve lives through the power of knowledge and trust. We value great people, teamwork, a competitive spirit and courage, and the ability to adapt and remain optimistic.


Named one of the fastest growing private companies in the country, Cohen & Company offers assurance, tax, and advisory services to clients throughout the U.S. and worldwide. The firm serves a broad range of clients, from privately held companies and their owners; to private equity firms and their portfolio companies; to public and private funds, advisers, and fund service providers within the investment industry; to Fortune 1000 multinational enterprises. Cohen & Company was founded in 1977 and has more than 650 associates in Illinois, Ohio, Maryland, Michigan, New York, Pennsylvania, and Wisconsin. Learn more at Member PCAOB.


We are excited for the future and our continued growth! Our Data Intelligence Services (DIS) team is seeking talented individuals in the role of Data Specialists – one who will be focused on Tax Services and one who will be focused on Assurance Services. These positions can reside in any of our office locations: Cleveland, Akron, Youngstown, OH; Chicago, IL; Detroit or St. Claire Shores, MI; Milwaukee, WI; Pittsburgh, PA; or Hunt Valley, MD. There will be some travel to other office locations (less than 10%).  


This job is not available for residents of Colorado or New York City.


The DIS team, an integral part of our Technology Services organization, works closely with key internal and external stakeholders in analyzing, enhancing, standardizing, and automating data workflows/processes.  The DIS team supports and impacts all the firm’s service lines, industry verticals and internal business functions.


The Data Specialist focused on Tax Services will be a member of the DIS team with a concentrated focus on improving and supporting Tax processes and engagements. To learn more about our Tax team, click here. 


The Data Specialist focused on Assurance Services will be a member of the DIS team with a concentrated focus on improving and supporting Assurance processes and engagements. To learn more about our Assurance team, click here.



  • Collaborate with other DIS and Technology Services team members and key business stakeholders to achieve business objectives
  • Analyze business processes to identify automation and efficiency opportunity opportunities.  (Analysis process may include performing the business process in order to fully understand nuances and intricacies.)
  • Develop tools to assist in data manipulation, transformation, and automation using appropriate programming languages
  • Design and develop analytical models, data models, business intelligence reports and related solutions
  • Analyze product, market, and financial trends to help clients identify risks and opportunities for improvement
  • Translate business needs into technical specifications
  • Develop visual reports, dashboards, and KPI scorecards using applicable software
  • Use data to generate reports and/or predictive models to support business performance monitoring and decision making
  • Maintain data analytics platforms, including troubleshooting and evaluating for improvement opportunities


Core Competencies

  • General technical fluency/technology savvy (programming languages, data analytics, data visualization, and data process automation tools).
  • Developing an understanding of the business verticals and their different workflows and data ingestion/processing steps.
  • Experience leading and managing aspects of a project, ability to work with internal and external clients
  • Strong communication skills
  • Ability to learn and keep up to date with data automation, data visualization, analytical reporting, and predictive model development.

Education and Experience Requirements

  • Bachelor’s Degree in Data Analytics, Information Systems, Computer Science, or similar fields
  • Education and/or work experience in Accounting or Finance preferred
  • Work experience: 1-3 years
  • System experience: MS Office


  • Keen sense of creative thinking, attention to detail and problem solving
  • Strong oral and written communications skills; able to adapt style and tone to effectively engage the audience
  • Good collaboration skills, applied successfully across the organization
  • Knowledge of the professional services industry and data analytical & automation applications
  • Ability to prioritize in a fast-paced environment
  • Organized and experienced at successfully multi-tasking
  • Self-motivated with the ability to complete projects in a timely manner
  • Experience establishing and maintaining cloud hosting environments
  • Experience building APIs to source systems and conducting ETL activities
  • Experience/Exposure to the following technologies/tools a plus:
    • Alteryx
    • Microsoft PowerBI and Tableau
    • R, Python, SQL JavaScript, Java, Ruby, or similar
    • Machine Learning/Predictive Analytics

Learn more about Cohen & Company at and

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.



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