Associate, CFO Solutions [Cleveland, OH]

    • Job Tracking ID: 512536-769299
    • Job Location: Cleveland, OH
    • Job Level: Mid Career (2+ years)
    • Level of Education: Any
    • Job Type: Full-Time/Regular
    • Date Updated: April 23, 2021
    • Years of Experience: 2 - 5 Years
    • Starting Date: ASAP
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Job Description:

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 accounting firms 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 public and private funds, advisors and fund service providers within the investment industry; to Fortune 1000 multinational enterprises. Cohen & Company was founded in 1977; has more than 650 associates in Illinois, Ohio, Maryland, Michigan, New York, Pennsylvania and Wisconsin; and has an international presence in the Cayman Islands and Ireland. Learn more at Member PCAOB.

Cohen & Company’s Advisory Services Division is passionate about helping owners, management teams and investors navigate business and transactional environments. This Associate position would fall into our CFO Solutions department within our Advisory Services division. Our CFO Solutions team works closely with outsourced CFO clients and high-net-worth families and individuals. You can expect something different when working with our team. We don’t view advisory as one-off projects, but rather a long-term relationship to help our clients be successful. Our department is currently in a growth stage, and there are many opportunities to participate in the development of the department. Our seasoned associates, who will be your teammates, have expertise across industries and functional domains, and their experience, insights and tools can help you learn and grow throughout the course of your career at Cohen & Company.

We are very excited about our growth opportunities and are seeking an Associate with an entrepreneurial energy and commitment to client service to join our CFO Solutions team in Cleveland! If you have internal accounting experience and are looking to move into a client-facing role, this could be for you! This opportunity would be primarily servicing our Real Estate clients and may have exposure to Private Equity and other clients as well. Prior experience in the real estate industry is a plus!


  • Preparation and review of payables associated with client operations, charitable foundation, and trust activities
  • 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
  • Prepare, review and analyze monthly, quarterly, and annual financial statements and supporting workpapers in accordance with US GAAP, and other bases of accounting
  • Communicate exceptions to supervisors, managers, and department head as applicable

Experience and Skills:


  • Associate’s or Bachelor’s degree in Accounting, preferred but not required
  • 1-3 years of relevant experience
  • 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 Quickbooks Enterprise Solution, Quickbooks Online, Yardi, and Engagement software is 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
  • Ability to reach out for help when needed, and be able to operate with some independence
  • Availability to work overtime hours as needed
  • May need to travel to clients, totaling to 5% or less annually
  • Ability to take ownership of work product and client deadlines
  • Absolute adherence to strict confidentiality and privacy considerations

Learn more about us!

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.