Senior Manager – Digital Finance and Finance Transformation Services

We’re looking for an experienced and forward-thinking professional to join our Management Consulting team as a Senior Manager – Digital Finance and Finance Transformation Services. In this role, you’ll guide clients through complex transformation programs that modernize their finance functions and align finance strategy with business goals. You’ll be responsible for shaping solutions across Finance Transformation strategy, Finance Operating Model design, Enterprise Performance Management (EPM) implementations, and Quote-to-Cash (QTC) process improvements. 

The right person will thrive in a fast-paced environment, enjoy solving complex problems, and bring a balance of technical expertise, strategic thinking, and leadership presence. You’ll partner closely with client executives, including CFOs, controllers, and finance leaders, while also leading project teams, mentoring colleagues, and contributing to the continued growth of our practice. 

Client & Project Leadership 

• Lead large-scale finance transformation projects: Spanning process design, operating model development, and system implementation

• Relationship development: Serve as a trusted advisor to client executives, building strong relationships and providing solutions that drive measurable business impact

• Collaborate with teams: Work with finance, IT, and business stakeholders to understand needs and define project scope, goals, and deliverables 

• Project management: Bring structure and leading project management practices to ensure seamless project execution

• Thought Leadership: Leading practice perspectives around the CFO’s organization, including finance process, enterprise architecture, existing and emerging solutions that drive efficiency and effectiveness

• Maintain standards: Develop and enforce architectural standards, best practices, and governance policies to ensure system integrity and security

• Business development: Identify, source and cultivate new business relationships and project opportunities, supporting and leading go-to-market initiatives

Process & Technology Transformation 

• Architect financial solutions: Design and oversee the development of digital finance solutions, including ERP systems, financial planning software, and reporting to 

• Financial knowledge: Strong understanding of core finance and accounting principles, including financial reporting, budgeting, and tax

• Stay current: Keep up-to-date with emerging technologies and trends in digital finance to recommend and implement new solutions

• Business Process Optimization: Partner with clients on end-to-end process optimization, including Quote-to-Cash (QTC), Procure-to-Pay (PtC), and Record-to-Report (RtR) processes

• System and process integration: Ensure seamless integration between various financial systems and other enterprise applications

• Change management: Ensure adoption of new systems through designing and helping clients deploy robust change management best practices

People Leadership & Collaboration 

• Team Development: Share expertise to build team capabilities and support practice development 

• Team Management: Manage, mentor, and coach project team members, creating a positive and collaborative learning environment 

• Communication skills: Excellent communication, problem-solving, and leadership skills. You should be able to explain complex technical concepts to non-technical audiences 

• Collaboration and cross-selling: Collaborate across consulting disciplines to deliver integrated, client-focused solutions; work across the broader firm on go-to-market initiatives

• Thought leadership: Contribute to thought leadership by staying current on industry trends and bringing innovative ideas forward

Requirements 

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

• 6–8+ years of experience in Finance Transformation, Consulting, or related roles

• Hands-on experience managing large-scale system and process transformations 

• Strong knowledge of mid-market finance and accounting digital solutions (including, ERP, EPM, and other adjacent solutions) 

• Strong knowledge of financial processes, including close, consolidation, FP&A, management reporting, and QTC

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

• Proven success in building and maintaining strong client relationships

Preferred Qualifications 

• Master’s degree in Finance, Accounting, Business, or related discipline

• Professional certifications such as CPA, CFA, or PMP

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

• Industry experience that includes Manufacturing and Distribution, Real Estate, and Financial Services 

Location 

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

#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:  $110,000-  $210,000 

*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. 

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