Manager, Office of the CFO (Investment Clients)

Are you an experienced accounting professional with a passion for client service, analytical problem-solving, and working with dynamic, high-net-worth clients with experience in the investment space? At Cohen & Co, we put people first and foster a culture of collaboration, learning, and growth.
As a Manager on our Office of the CFO team , you’ll lead engagements that support investment clients , including private equity funds , hedge funds , and operating entities . This role offers the opportunity to serve as a trusted advisor, provide strategic accounting insight, and work directly with sophisticated clients who value excellence and precision. You’ll manage day-to-day engagements, guide staff, and help drive process improvements while building the foundation for future leadership opportunities within the firm.
Client Accounting & Advisory

Manage client relationships and oversee accounting operations for investment partnerships and related entities.
Review and analyze monthly, quarterly, and annual financial statements in accordance with U.S. GAAP, tax basis, or cash basis accounting.
Provide insights to clients beyond this historical reporting by drawing conclusions from financial data
Lead complex close processes, including reconciliations, journal entries, and reporting for investment portfolios and operating entities.
Provide insights into accounting for investment structures, capital allocations, and intercompany transactions.
Collaborate with internal teams—including tax, assurance, and CFO advisory—to deliver integrated client solutions.
Identify opportunities to enhance processes and technology adoption across accounting systems and reporting workflows.
Leadership & Team Development

Supervise, coach, and develop associates and senior associates within the Office of the CFO team.
Manage project planning, staffing, and workflow to ensure timely, high-quality deliverables.
Contribute to practice growth by mentoring team members, participating in business development efforts, and strengthening client relationships.
Model strong communication, accountability, and professionalism in a fast-paced, client-facing environment.
Strategic Initiatives & Process Innovation

Lead initiatives to improve accounting processes, workflows, and reporting efficiency for clients and the firm.
Evaluate and implement new technologies, tools, and approaches to enhance accuracy and streamline delivery.
Partner with internal teams to develop best practices, standardize procedures, and drive innovation across engagements.
Analyze complex financial and operational data to provide actionable insights and recommendations for clients.
Identify opportunities to enhance service delivery, improve client satisfaction, and support the growth of the Accounting Advisory Solutions practice.
Who You Are
Qualifications

Bachelor's degree in accounting or related field required; Master’s preferred.
CPA license or active progress toward CPA eligibility strongly preferred.
4+ years of experience in public accounting or a related industry role (Assistant Controller, Accounting Manager, etc.).
Strong understanding of U.S. GAAP and investment accounting principles.
Demonstrated experience with investment clients, including private equity, hedge funds, and/or investment entities.
Advanced analytical and problem-solving skills; ability to adapt to new challenges and manage multiple priorities.
Excellent written and verbal communication skills with the ability to interact effectively with sophisticated clients.
Proficiency with Excel and accounting systems such as QuickBooks Enterprise/Online or Sage.
Strong technology mindset with experience in adopting new systems and tools.
Preferred Experience

Experience with forensic accounting, investment reporting, or process improvement initiatives.
Prior experience in a consulting, advisory, or client-facing accounting role.
Demonstrated ability to navigate fast-paced, changing environments with professionalism and composure.
Locations

Denver, CO; Chicago, IL; Detroit or St. Clair Shores, MI; Akron, Cleveland, Youngstown, OH; Philadelphia or Pittsburgh, PA; Buffalo or New York City, NY; Milwaukee, WI; Baltimore, MD; Denver, CO
Hybrid work environment
Who We Are

Sure, we like numbers. (But we’ll  never  treat you like one.)
At Cohen & Co our  foundational principles  offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:

Championing the importance of  diversity, equity and inclusion  by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
Offering a comprehensive and competitive  Total Rewards  package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including 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, and so much more!
Estimated Salary Range:  $85,000-125,000*

Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs.  At Cohen & Co, we don't stop setting ourselves apart by offering competitive base compensation.  As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!
Learn More About Us!

Discover our Passion, Purpose & Expertise
Learn more about  our Firm's culture
Experienced Hire Opportunities
We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.
Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team;  see policy here.