Cohen & Co · 2 hours ago
Senior Associate, Transaction Services
Chicago, IL
Full-time
Hybrid
Mid, Senior Level
$70K/yr - $125K/yr
2+ years expCohen & Co is a firm that focuses on financial due diligence and transaction advisory work. The Senior Associate will support middle-market private equity firms and corporate buyers by performing financial analyses and managing client engagements in a collaborative environment.
AccountingConsultingFinancial Services
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
Qualification
Required
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
Preferred
CPA designation preferred but not required
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
Company data provided by crunchbase