Cohen & Co · 2 weeks ago
Senior Manager – Digital Finance and Finance Transformation Services
Cohen & Co is seeking a Senior Manager – Digital Finance and Finance Transformation Services to join their Management Consulting team. In this role, you will guide clients through complex finance transformation programs, shaping solutions across finance strategy, operating model design, and process improvements while leading project teams and mentoring colleagues.
Responsibilities
Lead large-scale finance transformation projects: Spanning process design, operating model development, and system implementation
Serve as a trusted advisor to client executives, building strong relationships and providing solutions that drive measurable business impact
Work with finance, IT, and business stakeholders to understand needs and define project scope, goals, and deliverables
Bring structure and leading project management practices to ensure seamless project execution
Leading practice perspectives around the CFO’s organization, including finance process, enterprise architecture, existing and emerging solutions that drive efficiency and effectiveness
Develop and enforce architectural standards, best practices, and governance policies to ensure system integrity and security
Identify, source and cultivate new business relationships and project opportunities, supporting and leading go-to-market initiatives
Design and oversee the development of digital finance solutions, including ERP systems, financial planning software, and reporting tools
Strong understanding of core finance and accounting principles, including financial reporting, budgeting, and tax
Keep up-to-date with emerging technologies and trends in digital finance to recommend and implement new solutions
Partner with clients on end-to-end process optimization, including Quote-to-Cash (QTC), Procure-to-Pay (PtC), and Record-to-Report (RtR) processes
Ensure seamless integration between various financial systems and other enterprise applications
Ensure adoption of new systems through designing and helping clients deploy robust change management best practices
Share expertise to build team capabilities and support practice development
Manage, mentor, and coach project team members, creating a positive and collaborative learning environment
Excellent communication, problem-solving, and leadership skills. You should be able to explain complex technical concepts to non-technical audiences
Collaborate across consulting disciplines to deliver integrated, client-focused solutions; work across the broader firm on go-to-market initiatives
Contribute to thought leadership by staying current on industry trends and bringing innovative ideas forward
Qualification
Required
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 other adjacent solutions)
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
Preferred
Master's degree in Finance, Accounting, Business, or related discipline
Professional certifications such as CPA, CFA, or PMP
Familiarity with data visualization and reporting tools (e.g., Tableau)
Industry experience that includes Manufacturing and Distribution, Real Estate, and Financial Services
Benefits
Comprehensive and competitive Total Rewards package
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
Company
Cohen & Co
Founded in 1977, Cohen & Co is one of America’s Most Recommended Tax and Accounting Firms by USA TODAY and serves a broad range of clients — from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Lovell Minnick Partners
2024-10-25Private Equity
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