Cohen & Co · 1 hour ago
Senior Accountant, Accounting Advisory Solutions
Milwaukee, WI
Full-time
Hybrid
Mid, Senior Level
$70K/yr - $125K/yr
3+ years expCohen & Co is a firm that prioritizes a culture of growth and collaboration. They are seeking a Senior Associate in their Accounting Advisory Services team to tackle complex accounting challenges, provide outsourced support, and deliver technical guidance on various accounting topics.
AccountingConsultingFinancial Services
Hiring Manager
Courtney Gamble
Responsibilities
Perform outsourced accounting functions for clients, including:
Monthly, quarterly, and annual account reconciliations
General ledger maintenance
Preparation of financial statements in accordance with US GAAP (and IFRS as applicable)
Prepare and assist with non-SEC financial statements and internal management reports
Assist with SEC reporting (Forms 10-K, 10-Q, etc.) for public clients, as applicable
Draft and review technical accounting memos addressing complex accounting issues, including revenue recognition, lease accounting, equity transactions, business combinations, and other areas
Assist in the implementation of new accounting standards and policies
Support audit processes by preparing schedules and responding to auditor inquiries
Collaborate with cross-functional teams to ensure timely and accurate financial reporting
Identify process improvement opportunities and contribute to automation initiatives
Maintain compliance with internal controls and regulatory requirements
Serve as a key liaison for client engagements, coordinating directly with client accounting teams and internal managers
Support and mentor junior staff, fostering a collaborative and knowledge-sharing culture
Work cross-functionally with colleagues across Assurance Advisory, Management Consulting, and Transaction Services
Engage with leadership in the Westchester, NY office, and other advisory hubs as part of the growing AAS operating team
Stay current on evolving accounting standards, technical guidance, and industry best practices
Participate in training, mentorship, and professional development programs
Contribute to the continued growth and success of the AAS practice through innovation and operational excellence
Qualification
Required
Bachelor's degree in Accounting or Finance
CPA license or CPA eligibility strongly preferred
3-6 years of progressive accounting experience, preferably with a mix of public accounting and industry or outsourced accounting experience
Strong understanding of U.S. GAAP and financial reporting requirements; IFRS experience a plus
Experience preparing financial statements, performing reconciliations, and drafting technical accounting memos
Proficiency in accounting software (e.g., QuickBooks, NetSuite, Sage, or similar)
Advanced Excel skills, including pivot tables, VLOOKUP, and financial modeling
Excellent written and verbal communication skills
Proven ability to manage multiple priorities and meet deadlines in a fast-paced, client-focused environment
Accounting Software: QuickBooks, NetSuite, Sage Intacct, Xero, or similar platforms
ERP Systems: Experience with ERP implementations or integrations is a plus
Excel: Advanced proficiency including pivot tables, VLOOKUP, and financial modeling
Documentation Tools: Microsoft Word and PowerPoint for memo and report preparation
Collaboration Tools: Microsoft Teams, Zoom, and project management platforms (e.g., Asana, Monday.com)
Preferred
Exposure to private equity–backed or high-growth companies
Experience supporting IPO readiness, M&A transactions, or carve-outs
Background in advisory, consulting, or client service roles
Familiarity with financial modeling and data visualization tools (e.g., Power BI, Tableau)
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.
501-1000 employees
H1B Sponsorship
Cohen & Co has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2022 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Lovell Minnick Partners
2024-10-25Private Equity
Leadership Team
Cynthia Pedersen
Director, Tax Advisory Services
Recent News
2025-10-25
PR Newswire
2025-10-01
Siebert Financial Corporation
2025-09-12
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