Manager, Office CFO; Investment Clients

Are you an experienced accounting professional with a passion for client service, analytical problem‑solving, and working with dynamic, high‑net‑worth clients with experience in the investment space? At Cohen & Co, we put people first and foster a culture of collaboration, learning, and growth.

• Manage client relationships and oversee accounting operations for investment partnerships and related entities.
• Review and analyze monthly, quarterly, and annual financial statements in accordance with U.S. GAAP, tax basis, or cash basis accounting.
• Provide insights to clients beyond this historical reporting by drawing conclusions from financial data.
• Lead complex close processes, including reconciliations, journal entries, and reporting for investment portfolios and operating entities.
• Provide insights into accounting for investment structures, capital allocations, and intercompany transactions.
• Collaborate with internal teams—including tax, assurance, and CFO advisory—to deliver integrated client solutions.
• Identify opportunities to enhance processes and technology adoption across accounting systems and reporting workflows.

• Supervise, coach, and develop associates and senior associates within the Office of the CFO team.
• Manage project planning, staffing, and workflow to ensure timely, high‑quality deliverables.
• Contribute to practice