Senior Associate, Transaction Services

What You'll Do

As a Senior Associate on our Transaction Services (TS) team, you’ll focus exclusively on financial due diligence and transaction advisory work—supporting middle-market private equity firms, corporate buyers, and closely held businesses navigating critical transactions.

You’ll work closely with experienced managers and partners, interact directly with business owners (often going through a transaction for the first time), and gain hands-on exposure across multiple industries, including manufacturing and distribution.

 

This role is ideal for someone with a strong audit foundation who wants to apply their accounting knowledge in a deal-driven, client-facing environment without the limitations often found at larger firms.

At Cohen & Co, we put people first and foster a culture rooted in collaboration, growth, and real-world learning.

 

Financial Due Diligence & Analysis


* Perform buy-side and sell-side financial due diligence, including quality of earnings, working capital, and cash flow analyses.


* Analyze historical financial statements to identify trends, risks, and transaction-related considerations.


* Prepare supporting schedules, analyses, and workpapers for transaction reports and client deliverables.


* Apply strong technical accounting knowledge to assess complex financial data and transaction issues.

 

Client & Stakeholder Engagement


* Interact directly with target company personnel, business owners, and private equity or corporate clients.


* Communicate findings clearly and professionally to engagement teams and client stakeholders.


* Support client meetings by helping explain financial results and transaction considerations.


* Build trusted relationships through responsiveness, professionalism, and attention to detail.

 

Project Management & Execution


* Manage multiple concurrent engagements, often juggling 3–4 projects within a given week.


* Meet deadlines by organizing priorities and adapting quickly in a fast-paced environment.


* Coordinate with managers and senior team members to ensure efficient engagement execution.


* Maintain high-quality standards across all work products and deliverables.

 

 

Team Collaboration & Professional Development


* Work within a pod-based team structure focused on transaction services and financial diligence.


* Collaborate closely with managers, partners, and peers throughout the transaction lifecycle.


* Support the development of junior team members through collaboration and knowledge sharing.


* Demonstrate initiative by asking questions, seeking feedback, and continuously building transaction expertise.

Who You Are

Qualifications


* Bachelor’s degree in accounting or related field required.


* 2+ years of progressive experience in public accounting assurance and/or client-facing transaction services or financial due diligence.


* Audit background required; experien...