Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this Senior Associate, Technical Accounting and Reporting role.

Rezi rewrites your resume against Cohen & Co's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Senior Associate, Technical Accounting and Reporting posting at Cohen & Co — free, in seconds.

About the Role

As a Senior Associate on our Office of the CFO team, you’ll work with clients across a range of industries to tackle complex accounting and financial reporting challenges. You’ll provide outsourced accounting support, prepare financial statements and reconciliations, and deliver technical guidance on key topics such as revenue recognition, lease accounting, and equity transactions. This role offers the opportunity to apply your accounting expertise in a dynamic advisory environment, work directly with experienced leaders, and continue growing your career through meaningful client interaction and hands-on experience.

Responsibilities

Perform outsourced accounting functions for clients, including monthly, quarterly, and annual account reconciliations, general ledger maintenance, and 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.

Requirements

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.
Experience with ERP implementations or integrations is a plus.
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).

Skills

Microsoft Word
Microsoft PowerPoint
Microsoft Teams
Zoom
Asana
Monday.com
Excel (pivot tables, VLOOKUP, financial modeling)
QuickBooks
NetSuite
Sage Intacct
Xero
US GAAP
IFRS
Financial reporting
Technical accounting memos
SEC reporting
Revenue recognition
Lease accounting
Equity transactions
Business combinations
Accounting standards implementation
Audit support
Internal controls
Regulatory requirements
Financial modeling
Data visualization

Location

Westchester, NY

Work Type

Full-time

Experience Level

Senior Associate
3-6 years

Education Level

Bachelor's degree in Accounting or Finance

Salary/Compensations

$75,000-$115,000

Benefits

Time off to give back to the community
Annual discretionary merit increases and bonuses
Talent development resources

About the Company

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.
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.
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!

Equal Opportunity

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.