CFO, Advisory, Experienced Associate

Cohen & Co is a firm that prioritizes people and fosters a culture of growth and collaboration. The Experienced Associate on the Office of the CFO team will work directly with clients to support complex accounting and financial reporting needs while developing expertise in diverse business environments.

Responsibilities

• Prepare and review financial statements in accordance with U.S. GAAP, IFRS, or other applicable frameworks
• Assist in the implementation of new accounting standards, including ASC 842 (Leases), ASC 606 (Revenue Recognition), and ASC 805 (Business Combinations)
• Research and draft technical accounting memos addressing complex issues such as equity transactions, debt modifications, and consolidation
• Support clients with SEC reporting (Forms 10-Q, 10-K, and S-1 filings), as applicable
• Perform account reconciliations, journal entries, and variance analyses to support monthly, quarterly, and annual close processes
• Assist clients with daily accounting activities, including general ledger maintenance, intercompany transactions, and fixed asset accounting
• Help clients design and improve accounting processes, including the documentation of policies and procedures
• Participate in client meetings, helping to identify issues, propose solutions, and deliver high-quality work products
• Collaborate with cross-functional teams—including audit, tax, and consulting—to provide integrated client solutions
• Contribute to project planning, budgeting, and execution, ensuring timely delivery and client satisfaction

Skills

• Bachelor's degree in Accounting or Finance
• 1-4 years of experience in public accounting or corporate accounting
• Strong understanding of U.S. GAAP and financial reporting principles
• Proficiency with ERP systems (e.g., NetSuite, Sage Intacct, QuickBooks) and advanced Excel skills
• Excellent written and verbal communication skills with the ability to explain complex accounting concepts clearly
• Strong attention to detail, analytical thinking, and problem-solving abilities
• Ability to manage multiple priorities and work effectively in a fast-paced, client-facing environment
• Master's degree
• CPA license or active progress toward CPA eligibility
• Exposure to technical accounting research and memo writing
• Familiarity with internal controls and SOX compliance
• Prior consulting or advisory experience

Benefits

• 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

Company Overview

Company H1B Sponsorship