Senior Assurance Analyst

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 cohencpa.com. Member Public Company Accounting Oversight Board (PCAOB).

We are seeking individuals with an entrepreneurial energy and commitment to client service to join our team. We are interested in talking with candidates with public accounting experience to work in our Assurance department, at the Senior Accountant level. This position would fall in our Registered Funds vertical. We are open to this position being in any of the following office locations: Cleveland, OH; Milwaukee, WI; Chicago, IL

Work Environment:

The work environment is a hybrid business office environment, as well as visiting client offices and other facilities as needed, and is characteristics of the conditions an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical demands may include talking, hearing, sitting for extended periods, standing, walking, and repetitive motion using a keyboard and telephone. The visual acuity requirements include viewing a computer monitor and extensive reading.

The above statements are intended to describe the general nature and level of work performed by employees assigned this position. They are not to be construed as an exhaustive list of all job duties performed.

• Leads ancillary client/billable tasks, ensuring client support throughout the year, leading efficiency opportunities, and if desired, with opportunity to transition to managing client work based on performance
• Assists with multiple clients and engagements, including leading preparation of board materials, semi-annual reviews, registration statement updates, analytical reviews, custody exams, etc.
• Strong partnership with engagement teams to ensure leading ancillary tasks and proactively asking the team questions to stay on task
• Supports core audit functions and additional responsibilities/projects as requested
• Client expectations: Approximately 40% of time dedicated to working on specific client engagements monthly, 60% of time dedicated to ancillary task management
• Teamwork expectations: Strong communication, with opportunity for people management and reviewing work; approximately 70% of time working in team environment, 30% of time working independently

• Experience working on investment-based clients (mutual funds, hedge funds, fund of funds, etc.) preferred
  • Open to experience focused in clients outside of the industries listed above, but must have an appetite to learn more about investment-based clients
• Strong external and internal communication required, due to client facing role and importance of strong partnership with internal engagement teams
• Understanding of Outlook, Excel, Word, Adobe, etc. required
• Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo, develop strong relationships internally, and being flexible are required and keys to success

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