Data Specialist [Chicago, Illinois]

    • Job Tracking ID: 512536-763292
    • Job Location: Chicago, IL
    • Job Level: Mid Career (2+ years)
    • Level of Education: BA/BS
    • Job Type: Full-Time/Regular
    • Date Updated: March 15, 2021
    • Years of Experience: 2 - 5 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 Data Intelligence Services (DIS) team is seeking talented individuals in the role of Data Specialist. This position will reside in our Cleveland, Ohio or Chicago, Illinois office with some travel to other office locations (less than 10%).

The Data Specialist will be a member of the DIS team supporting each of the firm’s service lines and verticals. The DIS team, an integral part of our Technology Services organization, works closely with key internal and external stakeholders in analyzing, enhancing, and automating data workflows/processes.


  • Execute on-going data automation workflows (example - audit efficiency application)
  • Develop, test, and deploy automation workflow processes within Alteryx
  • Collaborate with other DIS and Technology Services team members and key business stakeholders to achieve business objectives
  • Ongoing understanding of evolving data related technologies and processes/methodologies being leveraged in and outside of the firm
  • Working with both internal and external clients
  • Assist in creation of policy and procedural documentation
  • Developing data visualizations, dashboards and reports to present data in an actionable format
  • Create consistent documentation appropriate for all key stakeholders (business and technical)
  • Create and provide training to end-users as appropriate
  • Estimate, track and communicate status of assigned items to a diverse group of stakeholders

Experience and Skills:

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 Computer Science, Information Systems, or similar field
  • Work experience: 1-4 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
  • Customer service orientation
  • Experience/Exposure to the following technologies/tools a plus:
    • Alteryx
    • IDEA Data Analytics
    • Python
    • 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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