Senior Consultant or Manager – Project Manager, Cohen & Co, OH, US

What You'll Do

We’re looking for a dynamic, driven professional to join our Advisory Management Consulting team as a Senior Consultant or Manager – Project Manager . In this role, you’ll work closely with clients to support application selection, technology implementations, and project management across a diverse portfolio of industries and engagements.

At Cohen & Co, you can expect a different kind of consulting experience. We don’t view projects as one-and-done engagements, we focus on building long-term partnerships that help our clients thrive. You’ll be joining a team of experienced consultants with deep expertise across industries and functions. Their insights, tools, and mentorship will provide a strong foundation for your growth and success throughout your career with us.

Who You Are

Project leadership and management:

• Initiate, plan, and execute advisory engagements from kick-off to completion

• Create detailed project plans, define project scope and objectives, and manage all project resources
• Monitor project progress, manage timelines, and ensure all deliverables meet quality standards and client expectations

Risk management and problem-solving:

• Identify potential project risks early and develop mitigation strategies to address them
• Act as a problem-solver, anticipating client needs and resolving any issues that arise during an engagement

Client Communication :

• Serve as the primary point of contact for clients, building and maintaining strong, trusted relationships
• Communicate project status, key milestones, and critical issues to both clients and internal senior leadership
• Conduct meetings and presentations with C-level client executives and other key stakeholders

Business development:

• Identify and propose opportunities to expand advisory services with existing clients

• Support practice growth initiatives and help with business development efforts

Requirements

• Bachelor’s degree in Finance, Accounting, Business, Engineering, Computer Science, or related field

• 3–8+ years of experience in Finance Transformation, Consulting, or related roles.

• Familiarity with AI, Gen AI, RPA, digital automation and workflow tools

• Technical proficiency in ERP platforms, such as SAP, Oracle, Sage, and Microsoft Dynamics

• Excellent verbal and written communication skills, with the ability to explain complex tax issues in a clear and client-friendly manner

• Demonstrated ability to lead end-to-end transformation projects and deliver measurable results

• Proven success in building and maintaining strong client relationships

• Understanding of Outlook, Excel, Word, and Adobe

Preferred Qualifications

• PMP certification is preferred

• Tech certifications preferred

• Familiarity with data visualization and reporting tools (e.g., Tableau).

Location

• Cleveland, OH; Chicago, IL; Philadelphia, 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:  $70,000 - $155,000

*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 to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.

Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.

#LI-PROMO

#LI-Hybrid