Senior Manager – Digital Finance and Finance Transformation Services

Overview

We’re looking for a Senior Manager – Digital Finance and Finance Transformation Services to join Cohen & Co. In this role, you’ll guide clients through complex transformation programs that modernize their finance functions and align finance strategy with business goals. You’ll shape solutions across Finance Transformation strategy, Finance Operating Model design, Enterprise Performance Management (EPM) implementations, and Quote-to-Cash (QTC) process improvements.

The right person thrives in a fast-paced environment, enjoys solving complex problems, and brings a balance of technical expertise, strategic thinking, and leadership presence. You’ll partner closely with client executives (including CFOs, controllers, and other finance leaders), while also leading project teams, mentoring colleagues, and contributing to the growth of our practice.

• Lead large-scale finance transformation projects: spanning process design, operating model development, and system implementation
• Relationship development: serve as a trusted advisor to client executives, building strong relationships and delivering solutions that drive measurable business impact
• Collaborate with teams: work with finance, IT, and business stakeholders to understand needs and define project scope, goals, and deliverables
• Project management: bring structure and leading project management practices to ensure seamless project execution
• Thought leadership: contribute perspectives around the CFO’s organization, finance processes, enterprise architecture, and solutions that drive efficiency
• Maintain standards: develop and enforce architectural standards, best practices, and governance policies to ensure system integrity and security
• Business development: identify, source and cultivate new business relationships and project opportunities, supporting go-to-market initiatives

• Architect financial solutions: design and oversee the development of digital finance solutions, including ERP systems, financial planning software, and reporting
• Financial knowledge: strong understanding of core finance and accounting principles, including financial reporting, budgeting, and tax
• Stay current: keep up-to-date with emerging technologies and trends in digital finance to recommend and implement new solutions
• Business Process Optimization: partner with clients on end-to-end process optimization, including QTC, Procure-to-Pay (PtP), and Record-to-Report (RtR)
• System and process integration: ensure seamless integration between various financial systems and other enterprise applications
• Change management: design and help clients deploy robust change management practices

• Team development: share expertise to build team capabilities and support practice growth
• Team management: mentor and coach project team members, fostering a positive, collaborative learning environment
• Communication skills: excellent communication, problem-solving, and leadership abilities; able to explain complex concepts to non-technical audiences
• Collaboration and cross-selling: collaborate across consulting disciplines to deliver integrated solutions; contribute to go-to-market initiatives
• Thought leadership: stay current on industry trends and bring innovative ideas forward

• Bachelor’s degree in Finance, Accounting, Business, Engineering, Computer Science, or related field
• 6–8+ years of experience in Finance Transformation, Consulting, or related roles
• Hands-on experience managing large-scale system and process transformations
• Strong knowledge of mid-market finance and accounting digital solutions (including ERP, EPM, and related tools)
• Strong knowledge of financial processes, including close, consolidation, FP&A, management reporting, and QTC
• Demonstrated ability to lead end-to-end transformation projects and deliver measurable results
• Proven success in building and maintaining strong client relationships

• Master’s degree in Finance, Accounting, Business, or related discipline
• Professional certifications such as CPA, CFA, or PMP
• Familiarity with data visualization and…