Assurance Partner, Private Funds

What You'll Do

Discover #LifeatCohen. Here at Cohen & Co, our Leadership Team drives the firm's strategy and culture, living out our foundational principles to help empower employees and serve clients.  We have a unique opportunity and are seeking a leader with a demonstrated history of working in the financial services industry to join our leadership team.  If you’re ready to work in a people-first culture where your passion for service and your accounting expertise can truly make an impact, we want to hear from you! 

 

Business Development/Market Leader:

• Responsible for strategy and growth of the firm’s services to Private Funds, including identifying market trends, leading opportunities, and developing go-to-market strategies/plans
• Bridge go-to-market pursuits to internal business planning, including training focus, leadership pipeline, risk, and quality considerations, hiring and resource utilization, and margin management
• Build strong relationships and interact regularly with clients, internal client partners and up-and-coming talent, external industry groups, Centers of Influence, industry Market Leaders in adjacent sectors, and Service Line Leaders – coordinating to align skills with market trends and drive strategic technical leadership hires
• Establish sales and revenue goals, and actively manage a strategic business plan and opportunity pipeline that ensures these goals are met; actively analyze and monitor pricing strategies for opportunities
• Provide input on marketing, business development, BD expenditures, and priorities based on growth plans
• Regularly communicate with the internal community to reinforce collaboration and team building, ensure client focus, demonstrate a commitment to excellence and innovation, and motivate others to engage
• Actively monitor the health of opportunity pipeline (e.g., quality/quantity; near/long term, etc.)

 

Client Experience:

• Technical excellence in audit and accounting matters for Private Funds
• Actively client-facing; Serve and build relationships with clients and manage internal teams (inside and across service lines) to timely deliver quality work, open communication, sound advice, and proactive service
• Develop/enhance a comprehensive audit approach to meet the needs of Private Funds clients
• Adjust client pricing, strategy, and services as necessary
• Evaluate engagement performance and metrics
• Provide leadership to the annual client continuance process, focused on the client relationship and smooth transitions when required

 

Technical:

• Perform partner level assurance reviews and signoff
• Serve as a go-to resource for technical questions or knowledge
• Act as a technical and/or business leader both internally and externally
• Be a student of the Firm, drawing in technical expertise from across the Firm to support pursuits when needed

Who You Are

Required:

• Bachelor’s degree; CPA
• 12+ years of progressive experience within assurance at a public accounting firm, including leadership experience with a consistent record of accomplishment, accountability, and history of execution against budget and strategic initiatives
• 3+ years Partner level or equivalent experience
• Proven thought leadership, advanced technical skills, in-depth knowledge, and a concentration in assurance services for investment partnerships

 

Skills and Attributes for Success:

• Excellent communication skills
• High leadership quotient; mentor to & developer of teams; drive leveraged leadership
• Market facing; high integrity, strong market reputation
• Rainmaker; ability to grow a book of business
• Innovative & adaptable
• Strong technician; advocate methodology enhancements
• Ability to cross-sell; drive growth across service lines
• Discipline & accountability
• Humility & gratitude, balanced with confidence

Location: 

 

• Akron, Cleveland or Youngstown, OH; Detroitor St. Clair Shores, MI; Chicago, IL; Buffalo, NY; Philadelphia or Pittsburgh, PA; Atlanta, GA (Remote); Dallas, TX (Remote)

• Hybrid work environment  

Who We Are

#LifeatCohen 

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: