Cohen & Co · 7 hours ago
Manager, Transaction Services
Greater Cleveland
Full-time
Hybrid
Mid, Senior Level
$80K/yr - $150K/yr
5+ years expCohen & Co is a firm that prioritizes people and fosters a collaborative culture. The Manager on the Transaction Services team will lead financial due diligence engagements, serve as a primary client contact, and guide engagement teams through complex transactions while developing talent within the practice.
AccountingConsultingFinancial Services
Hiring Manager
Courtney Gamble
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
Qualification
Required
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
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
Preferred
CPA designation preferred
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