Experienced Associate, Accounting Advisory Solutions

Cohen & Company  

Certified Public Accountants 

Cohen & Company’s Advisory Services Division is passionate about helping owners, management teams and investors navigate business and transactional environments. Experienced Associate position would fall into our Accounting Advisory Solutions department within our Advisory Services division.  

We are very excited about our growth opportunities and are seeking an Experienced Associate with an entrepreneurial energy and commitment to client service to join our Accounting Advisory Solutions team.  

• Prepare, review and analyze monthly, quarterly, and annual financial statements and supporting workpapers in accordance with US GAAP and other bases of accounting 
• Comprehend financial statements and prepare draft financial information for review 
• Conduct financial statement analysis and understand the finance and accounting functions generally performed by a business 
• Prepare and/or review investor reporting packages and loan compliance packages 
• Preparation and review of payables  
• Perform monthly reconciliations to bank statements and other relevant source documents 
• Monitor daily, weekly cash positions for various accounts and ensure adequate funding 
• Monitor and record credit card and petty cash transactions 
• Review expense classifications for reasonableness 
• Reconcile and settle accounts between related client entities 
• Develop relationships with clients, while becoming their main point of contact 
• Work within a team to ensure client expectations are met 
• Communicate exceptions to supervisors, managers, and department head as applicable 
• Contribute to the growth of the department by participating in project work 

• Bachelor’s degree required 

• Accounting majors preferred  

• 1-3 years of relevant experience 
• Audit background preferred 
• Actively pursuing completion of CPA licensing, strongly preferred 
• A basic understanding of accounting and audit processes is required 

• Experience with Family Offices, Real Estate or Private Equity/Investment funds is a plus  

• Impeccable verbal and written communication skills, as well as interpersonal skills 
• Critical goal level thinking, strong analytical skills, and attention to detail required 
• Strong Microsoft Excel skills 
• Experience with QuickbooksOnline, Sage Intacct, and Engagement software a plus 
• Ability to stay organized and focused in a fast-paced, deadline driven environment and capable of managing multiple priorities simultaneously and consistently producing accurate and “client-ready” work 
• Absolute adherence to strict confidentiality and privacy considerations 

 Estimated Salary Range:  $60,000-85,000* 

*Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs.  At Cohen & Company, we don't stop at setting ourselves apart by offering competitive base compensation.  As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! 

About Cohen & Company 

Named one of America’s Most Recommended Tax and Accounting Firms by USA TODAY and one of the Best of the Best Firms by INSIDE Public Accounting, 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 public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises. Founded in 1977, Cohen & Company has more than 800 dedicated professionals across the U.S. and 12 offices in Illinois, Ohio, Maryland, Michigan, New York, Pennsylvania and Wisconsin. Through affiliated entities the firm also has an international presence in the Cayman Islands and Ireland. Learn more at cohencpa.com. 

Locations 

• Cleveland, OH or Hunt Valley, MD 

Learn more about us! 

• Cohen & Company cohencpa.com 
• Careers: cohencpa.com/careers 

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.