Senior or Manager, Transaction Services

As a Senior or Manager on our Transaction Services (TS) team, you'll play a key role in executing and leading financial due diligence engagements for middle-market private equity firms, corporate buyers, and closely held businesses. Depending on your level, you'll contribute as a hands-on technical leader or serve as a primary client contact guiding engagement teams through complex transactions. Both roles are integral to developing talent and supporting the continued growth of our Transaction Services practice.

This role is ideal for someone with a strong audit foundation who wants to apply their accounting knowledge in a deal-driven, client-facing environment without the limitations often found at larger firms. At Cohen & Co, we put people first and foster a culture rooted in collaboration, growth, and real-world learning.

Financial Due Diligence & Deal Leadership 

• Execute and/or lead buy-side and sell-side financial due diligence engagements, including quality of earnings, working capital, and cash flow analyses.
• Analyze and evaluate complex financial information to identify key transaction risks and opportunities.
• Prepare, review, and oversee transaction reports and client deliverables.
• Apply technical accounting knowledge to address transaction-related issues and conclusions.

Client & Stakeholder Management 

• Support or serve as the primary day-to-day client contact throughout the transaction lifecycle.
• Communicate findings and recommendations clearly to private equity, corporate, and owner-operator clients.
• Manage interactions with target company management, advisors, and other transaction stakeholders.
• Build and maintain strong client relationships through responsiveness, credibility, and professionalism.

Technical Oversight & Analytical Excellence 

• Perform and/or review complex analyses and workpapers prepared by the engagement team.
• Ensure appropriate application of U.S. GAAP and transaction-related accounting guidance.
• Provide technical coaching and feedback to associates (Managers also coach senior associates).
• Identify transaction issues early and develop practical, client-focused solutions.

Leadership & Team Development 

• Supervise, coach, and develop associates within the TS team; Managers also lead senior associates.
• Contribute to a collaborative, high-performing team culture within a pod-based structure.
• Provide real-time feedback, performance guidance, and career development support.
• Lead by example in professionalism, accountability, and client service excellence.

Required

• Bachelor's degree in Accounting or a related field
• Senior: 3+ years of progressive experience in public accounting transaction services, financial due diligence, or audit
• Manager: 5+ years of progressive public accounting experience in transaction services, financial due diligence, or audit, including at least 2 years in transaction services or financial due diligence, with proven leadership experience
• Knowledge of financial statements, U.S. GAAP, and transaction accounting concepts (advanced knowledge required at the Manager level)
• Strong project management, analytical, and decision-making skills
• Excellent written and verbal communication skills in complex, client-facing environments
• Ability to manage multiple priorities while contributing to the development of others

Preferred

• CPA or other relevant credential (e.g., CFA)
• Advanced degree (e.g., MBA, MAcc, or Master's in Finance)
• Senior: Transaction services or financial due diligence experience

#LifeatCohen

Sure, we like numbers. (But we’ll never treat you like one.)

At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:

• Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
• Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including 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, and so much more! 

• Discover our Passion, Purpose & Expertise
• Learn more about our Firm's culture

*Base compensation 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 & Co, 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.

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.

Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.