Senior Associate, Transaction Services
About The Position
As a Senior Associate on our Transaction Services (TS) team , you’ll focus exclusively on financial due diligence and transaction advisory work—supporting middle-market private equity firms, corporate buyers, and closely held businesses navigating critical transactions. You’ll work closely with experienced managers and partners, interact directly with business owners (often going through a transaction for the first time), and gain hands-on exposure across multiple industries, including manufacturing and distribution. 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.
- 2+ years of progressive experience in public accounting assurance and/or client-facing transaction services or financial due diligence.
- Audit background required; experience with manufacturing, distribution, or similar industries strongly preferred.
- Transaction services or financial due diligence experience required.
- Strong understanding of financial statements and core accounting principles.
- Advanced Excel skills and comfort working with complex data sets.
- Excellent written and verbal communication skills, particularly in client-facing situations.
- Strong organizational skills, attention to detail, and ability to manage competing priorities.
Nice To Haves
- CPA designation preferred but not required.
Responsibilities
- Perform buy-side and sell-side financial due diligence, including quality of earnings, working capital, and cash flow analyses.
- Analyze historical financial statements to identify trends, risks, and transaction-related considerations.
- Prepare supporting schedules, analyses, and workpapers for transaction reports and client deliverables.
- Apply strong technical accounting knowledge to assess complex financial data and transaction issues.
- Interact directly with target company personnel, business owners, and private equity or corporate clients.
- Communicate findings clearly and professionally to engagement teams and client stakeholders.
- Support client meetings by helping explain financial results and transaction considerations.
- Build trusted relationships through responsiveness, professionalism, and attention to detail.
- Manage multiple concurrent engagements, often juggling 3–4 projects within a given week.
- Meet deadlines by organizing priorities and adapting quickly in a fast-paced environment.
- Coordinate with managers and senior team members to ensure efficient engagement execution.
- Maintain high-quality standards across all work products and deliverables.
- Work within a pod-based team structure focused on transaction services and financial diligence.
- Collaborate closely with managers, partners, and peers throughout the transaction lifecycle.
- Support the development of junior team members through collaboration and knowledge sharing.
- Demonstrate initiative by asking questions, seeking feedback, and continuously building transaction expertise.
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
