Senior Financial Analyst
Cohen & Co AdvisoryWhat You'll Do
As a Senior Financial Analyst on our FP&A team, you’ll help build and scale a modern financial planning and analysis function for a growing professional services firm of approximately 1,000 employees and $250M in annual revenue. You’ll focus on forecasting, budgeting, and performance analysis, delivering clear insights that support firm leadership in strategic and operational decision-making while partnering closely with Finance leadership and cross-functional teams.
You’ll play a key role in establishing FP&A processes, supporting the firm’s transition to Workday Financials and Adaptive Planning. This role is execution-focused in year one, with increasing ownership and influence as the FP&A function matures—ideal for an experienced FP&A professional who thrives in an evolving environment. At Cohen & Co, we put people first and foster a collaborative, growth-oriented culture grounded in real-world learning.
Planning, Budgeting & Forecasting
Support the buildout of the firm’s forecasting processes from the ground up, including model structures, timelines, inputs, and reporting outputs.
Assist in the annual budgeting process, coordinating inputs across service lines and shared services.
Prepare and analyze forecasts for revenue, gross profit, overhead, and operating income.
Help design and validate key planning assumptions and drivers in partnership with Service Line, Vertical, and Shared Services leaders.
Financial Analysis & Decision Support
Provide analytical support to Service Line/Vertical leaders related to revenue, utilization, margin, staffing, and other performance drivers.
Support overhead owners (IT, Marketing/Sales, People & Culture, etc.) with budget-to-actual analysis and forecasting updates.
Assist in developing standardized financial packages, dashboards, and KPI reporting to support decision making.
Systems, Tools & Process Improvement
Contribute to the initial buildout of Workday Adaptive Planning, including model structures, dimensions, assumptions, and reporting.
Proactively identify opportunities to streamline planning processes, improve data quality, and automate recurring work.
Mentor other analysts on advanced FP&A techniques, professional services profitability drivers, and system tools (Workday, Adaptive Planning) to support team development and long-term function maturity.
Collaboration & Business Partnering
Participate in meetings with Service Line, Vertical, and Shared Services leaders to review financial performance and planning updates.
Work collaboratively with cross functional teams, including People, IT, and Operations.
Who You Are
Qualifications
4–8 years of progressive FP&A or financial analysis experience.
Prior FP&A experience within a professional services environment (CPA firm, consulting, legal, engineering, or other services) or experience consulting to such organizations.
Advanced Excel skills (nested formulas, pivot tables, modeling, Power Query/Pivot preferred).
Experience working with Workday (Financials and/or Adaptive Planning).
Familiarity with modern BI tools (Power BI preferred; Tableau or Qlik acceptable).
Strong analytical and financial modeling capabilities with high attention to detail.
Ability to work in an evolving environment building processes for the first time.
Preferred
CPA or CMA credentials.
Exposure to financial systems implementation or enhancement projects.
Experience with Workday Adaptive Planning model build or maintenance.
Experience with data querying (SQL) and/or scripting (Python) for automation highly valued.
Experience in a midsized (500–2,000 employee) professional services company a plus.
Locations
Cleveland, OH; Akron, OH; Baltimore, MD
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: $80,000-110,000
*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!
Learn more about our Firm's culture
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.
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