Manager, Transaction Services
About The Position
As a Manager on our Transaction Services (TS) team, you’ll lead financial due diligence engagements for middle-market private equity firms, corporate buyers, and closely held businesses. You’ll serve as a primary client contact, guide engagement teams through complex transactions, and play a key role in 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.
Requirements
- Bachelor’s degree in accounting or related field required; advanced degree preferred.
- 5+ years of progressive experience in public accounting transaction services or financial due diligence.
- Demonstrated transaction services experience required; audit-only backgrounds not sufficient.
- CPA designation preferred.
- Strong leadership, project management, and decision-making capabilities.
- Advanced knowledge of financial statements, U.S. GAAP, and transaction accounting concepts.
- Excellent written and verbal communication skills in complex, client-facing environments.
- Ability to manage multiple priorities while mentoring and developing others.
Responsibilities
- Lead buy-side and sell-side financial due diligence engagements, including quality of earnings, working capital, and cash flow analyses.
- Review and evaluate complex financial information to identify key transaction risks and opportunities.
- Oversee the preparation and review of transaction reports and client deliverables.
- Apply advanced technical accounting knowledge to address transaction-related issues and conclusions.
- 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.
- 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 senior associates and associates.
- Identify transaction issues early and develop practical, client-focused solutions.
- Supervise, coach, and develop senior associates and associates within the TS team.
- Foster 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.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
