Senior Finance Transformation Consultant

Cohen & Co

. Support finance transformation engagements from assessment and strategy through implementation .

Posted 11/10/2026full-timeUnited StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in finance transformation, including ERP and EPM implementations, financial analysis, and process improvement. Proficient in collaborating with finance leaders to enhance decision-making through automation and analytics.

Highest-signal resume keywords

Finance TransformationERP ImplementationsFinancial AnalysisAutomation and AnalyticsProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial CloseBudgeting and ForecastingRequirements GatheringProcess DesignWorkflow AutomationData ImprovementReporting and DashboardingDecision-MakingConfiguration SupportTesting

Soft Skills

Analytical SkillsProblem-SolvingCommunication SkillsTime ManagementCollaboration

Tools & Technologies

NetSuiteSage IntacctWorkday Adaptive PlanningQuickBooks Online

Certifications & Qualifications

CPACMAMBAPMPLean Six Sigma

Industry Keywords

Public AccountingProfessional ServicesConsultingPrivate Equity-BackedMiddle-Market

Tech Stack

Tools & technologies

ERPPMP

About the role

Key responsibilities & impact

Support finance transformation engagements from assessment and strategy through implementation
Identify opportunities to improve efficiency, scalability, controls and decision-making
Support transformation across record-to-report and financial close; procure-to-pay and accounts payable; order-to-cash and accounts receivable; FP&A, budgeting and forecasting; management reporting and analytics; and treasury and cash management
Support ERP and EPM implementations throughout the project lifecycle, including requirements gathering, process design, configuration support, testing, training, deployment and post-go-live support
Translate finance and accounting requirements into functional system requirements
Support reporting, dashboarding, workflow automation and data improvement initiatives
Identify opportunities to use automation, analytics and AI to improve finance processes and decision-making
Work directly with Controllers, CFOs and other finance leaders to understand business challenges and requirements
Conduct interviews, process walkthroughs and requirements-gathering sessions
Perform financial and operational analysis and translate findings into actionable recommendations
Own assigned project workstreams and deliverables while managing competing priorities and deadlines
Collaborate with accounting, finance, technology and other client stakeholders
Support Managers and Senior Managers with proposals and other practice-development activities

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, Business, Information Systems or a related field
2+ years of relevant experience in finance transformation within public accounting, professional services or a consulting environment
Experience supporting implementations with platforms such as NetSuite, Sage Intacct, Workday Adaptive Planning, QuickBooks Online or similar finance technologies
Strong analytical, problem-solving and communication skills
Ability to manage multiple priorities in a fast-paced, client-service environment
CPA, CMA, MBA, PMP, Lean Six Sigma or another relevant credential is a plus
Experience with private equity-backed, middle-market or rapidly growing organizations

Benefits

Comp & perks

Comprehensive and competitive Total Rewards package
Time off outside of standard PTO to give back to the community
Annual discretionary merit increases
Annual discretionary bonuses
Talent development resources and growth opportunities