Business Analyst [Cleveland, OH]

    • Job Tracking ID: 512536-761882
    • Job Location: Cleveland, OH
      Akron, OH
    • Job Level: Mid Career (2+ years)
    • Level of Education: BA/BS
    • Job Type: Full-Time/Regular
    • Date Updated: March 05, 2021
    • Years of Experience: 5 - 7 Years
    • Starting Date: ASAP
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Job Description:

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.

Fueled by our purpose and principles, Cohen & Company offers comprehensive accounting, tax and consulting services to clients throughout the U.S. and worldwide. We serve a broad range of clients, from dynamic, privately held companies and their owners; to larger Fortune 1000 multinational and institutional enterprises; to high-net-worth individuals, trusts and foundations. We also have deep expertise in the investment industry serving public and private funds, investment advisors and fund service providers. Recognized as the 5th fastest growing accounting firm in the country, Cohen & Company is rooted in technical excellence and is driven every day to listen, engage and deliver sustainable value since our founding in 1977. Today, the firm has more than 650 associates throughout Illinois, Maryland, Michigan, New York, Ohio, Pennsylvania, and Wisconsin. Member PCAOB.

We are excited for the future and our continued growth! Our Technology Services team is seeking a talented individual for the role of Business Analyst. This position will reside in our Ohio locations: Cleveland or Akron. There will be some travel to other office locations or for training (< 10%).

The Business Analyst will be a member of the Technology Services team building tools to support the firm and our clients. Using an agile framework, the ideal candidate will work closely with teammates within Technology Services as well as other team members from across the Firm to refine existing products and bring new products and services to market. The Business Analyst will work with business stakeholders, notably the Business Product Managers, analyzing, eliciting, validating, and documenting business requirements, processes, and policies. Working hand in hand with the Product Owner and the development team, the Business Analyst plays a key role in bringing those requirements, processes, and policies to life through our information systems. The Business Analyst also serves as the Scrum Master by facilitating scrum ceremonies, clearing roadblocks, and helping the team live agile values and principles.


  • Accountable for ensuring business needs are accurately transformed into high quality requirements presented in Agile stories which the development team can leverage to deliver business results.
  • Understand business processes and technical options well enough to serve as a trusted advisor when evaluating new products or enhancements as well as resolving issues. Accomplished at making complex concepts easily understood and remembered.
  • Collaborate with Business Product Manager to create and maintain the strategic product roadmap and underlying stories.
  • Partner with the development team, including developers, QA and the Product Manager, to refine stories, prioritize the backlog and plan sprint goals; analyze tradeoffs; access value; help identify and resolve issues and roadblocks; and test results as part of the Agile delivery process.
  • Actively participate in team activities and knowledge sharing, including leading agile ceremonies like daily stand ups, retrospectives, and planning sessions.
  • Foster a culture of teamwork and a sense of urgency to deliver within the development team.
  • Partner with the Business Product Manager on business implementation documentation and communication.
  • Collaborate with the other Business Analysts on processes, documentation, and best practices to continuously improve delivery.
  • Maintain up-to-date technical knowledge on business analysis and Agile delivery.
  • Actively participate in definition and refinement of broader Technology Services and Cohen & Company processes and activities.

Experience and Skills:

Core Competencies

  • Experience leading / facilitating business requirement gathering sessions and writing clear, concise business requirements.
  • Experience documenting, analyzing processes, procedures, and policies.
  • Experience with Jira or Azure DevOps.
  • Experience as a successful Scrum Master in an Agile team. Certifications preferred.
  • PSPO, IIBA or similar BA certifications a strong plus.
  • Experience with data analysis and SQL a strong plus.
  • Experience in Professional Services organization a strong plus.
  • Teamwork skills essential.

Education and Experience Requirements

  • Bachelor’s Degree
  • 5+ years of IT Business Analyst experience
  • Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future


  • Good business judgement when making decisions, with the ability to weigh competing factors and determine pragmatic paths forward in the best interest of the Firm
  • Keen sense of creative thinking, attention to detail and problem solving
  • Self-directed learner, with the ability to pick up new solutions and service offerings on their own
  • Self-motivated with the ability to complete work in a timely manner
  • Strong analytical ability, true problem solver
  • Organized and experienced at managing multiple priorities, delegation, and expectation management.
  • A solid understanding of the operations of professional service firms is a strong plus
  • Ability to rally teams to deliver with the highest speed, output, and quality
  • Strong verbal/written communication skills, including:
    • Communicating work progress and issues within an agile team
    • Articulating pros and cons of solution options with business stakeholders and development team
    • Communicating status and progress of initiatives with key business stakeholders spanning all levels
  • Strong Customer Service orientation

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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