Senior Consultant, Office of the CFO

What You'll Do

Are you a consulting professional who thrives at the intersection of technology, strategy, and client service? We’re seeking a motivated Senior Consultant to support clients through application selection, technology implementations, and complex transformation initiatives. In this role, you’ll manage projects across a diverse client base while working in a people-first culture that values collaboration, innovation, and meaningful impact.

 

If you’re passionate about helping organizations leverage technology to achieve their goals and want to grow alongside a supportive, forward-thinking team, we want to hear from you!

Who You Are

What You’ll Do

 

Strategy & Solution Development

• Conduct in-depth analysis of client business requirements and current-state processes
• Partner with clients to develop technology and implementation strategies aligned to their goals
• Facilitate vendor evaluations and technology selection processes
• Support application implementations, integrations, and system enhancements
• Assist with light development and/or quality assurance efforts, as needed
• Demonstrate an understanding of data structures and data environments to support effective solutions

Project Management

• Manage project plans, timelines, and deliverables to ensure milestones and deadlines are met
• Oversee all phases of technology implementation, including configuration, customization, and integration
• Collaborate with internal teams and client stakeholders to drive successful outcomes 

Team Leadership:  

• Mentor and develop junior staff, reviewing their work and providing guidance
• Respect and celebrate the value of each of the stories, backgrounds, perspectives, and ideas of each of our team members, building meaningful relationships with all those you interact with 
• Be growth oriented and work towards building a leveraged model, when appropriate 
• Provide motivation to the team, including developing young leaders via active contribution to training and development 
• Exhibit forward-thinking, innovation, and a commitment to delivering high-quality work

Qualifications: 

• Bachelor’s degree in Data Science, MIS, Engineering, or related field
• 3–5 years of experience in business analysis, technology consulting, or project management
• Familiarity with ERP platforms (SAP, Oracle, Sage, Microsoft Dynamics)
• Understanding of finance and accounting processes
• PMP certification preferred; technology certifications a plus
• Familiarity with AI, Gen AI, RPA, digital automation and workflow tools
• Strong communication skills and ability to work in a fast-paced environment
• Proficiency in Microsoft Outlook, Excel, Word, and Adobe

Location 

• Cleveland, OH; Chicago, IL; Philadelphia, PA or Pittsburgh, PA  

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, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!   

 

Learn More About Us! 

• Discover our Passion, Purpose & Expertise 

• Learn more about our Firm's culture 
• Experienced Hire Opportunities  

 

Estimated Salary Range:  $80,000 - $100,000

*Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs.  At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation.  As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee t