Manager, Transaction Services

What You'll Do

As a Manager on our Transaction Services (TS) team, you’ll lead financial due diligence engagements for middle-market private equity firms, corporate buyers, and closely held businesses. You’ll serve as a primary client contact, guide engagement teams through complex transactions, and play a key role in developing talent and supporting the continued growth of our Transaction Services practice. 

 

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 & Deal Leadership 

• Lead buy-side and sell-side financial due diligence engagements, including quality of earnings, working capital, and cash flow analyses. 

• Review and evaluate complex financial information to identify key transaction risks and opportunities. 

• Oversee the preparation and review of transaction reports and client deliverables. 

• Apply advanced technical accounting knowledge to address transaction-related issues and conclusions. 

 

Client & Stakeholder Management 

• Serve as the primary day-to-day client contact throughout the transaction lifecycle. 

• Communicate findings and recommendations clearly to private equity, corporate, and owner-operator clients. 

• Manage interactions with target company management, advisors, and other transaction stakeholders. 

• Build and maintain strong client relationships through responsiveness, credibility, and professionalism. 

 

Technical Oversight & Analytical Excellence 

• Review complex analyses and workpapers prepared by the engagement team. 

• Ensure appropriate application of U.S. GAAP and transaction-related accounting guidance. 

• Provide technical coaching and feedback to senior associates and associates. 

• Identify transaction issues early and develop practical, client-focused solutions. 

 

Leadership & Team Development 

• Supervise, coach, and develop senior associates and associates within the TS team. 

• Foster a collaborative, high-performing team culture within a pod-based structure. 

• Provide real-time feedback, performance guidance, and career development support. 

• Lead by example in professionalism, accountability, and client service excellence. 

Who You Are

Qualifications 

• Bachelor’s degree in accounting or related field required; advanced degree preferred. 

• 5+ years of progressive experience in public accounting transaction services or financial due diligence. 

• Demonstrated transaction services experience required; audit-only backgrounds not sufficient. 

• CPA designation preferred. 

• Strong leadership, project management, and decision-making capabilities. 

• Advanced knowledge of financial statements, U.S. GAAP, and transaction accounting concepts. 

• Excellent written and verbal communication skills in complex, client-facing environments. 

• Ability to manage multiple priorities while mentoring and developing others. 

 

Locations 

• Cleveland, OH and Chicago, IL 

• 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: 

• 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,