Senior Financial Analyst

What 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, ...