Firm Initiatives & Operations Leader

We are seeking a highly capable and analytically driven professional to join our team in a key operational support role. Reporting to the COO, the Firm Initiatives & Operations Leader will play a critical role in advancing strategic initiatives, enhancing internal processes, and improving organizational efficiency across multiple business functions. This individual will combine strong data acumen with operational awareness and relationship-building skills to support and collaborate with the CSS leadership team to advance initiatives, contribute to outcomes, and assist in day-to-day operations.

This role is ideal for a professional who thrives in fast-paced, collaborative environments and enjoys solving complex operational challenges with a data-informed approach.

Responsibilities

• Support the COO in operational, process and transformation strategies to enable firm growth.

• Work closely with Corporate Shared Services leadership, taking direction on key priorities and partnering with CSS teams to execute on projects and deliverables.

• Act as a thought partner to leadership by applying analytical thinking to operational challenges and contributing to decision-making with data-backed insights.

• Monitor business performance against budgets, forecasts, and KPIs, providing recommendations to improve results, analyzing operational and workforce data to identify trends, risks, and opportunities that support executive decision-making.  

• Play a central role in monthly and quarterly business reviews, translating data into clear insights and action plans for leadership and key committees.

• Prepare and deliver analyses and presentations on business performance and strategic initiatives for executive leadership, the Board of Directors, and private equity partner.

• Partner with key leaders, under the direction of the COO, to drive execution of operational improvements, including billing, utilization, leverage, scalability, accountability, and internal processes, that enhance accuracy, accountability, and alignment with business standards.

• Analyze organizational design and structure considering future growth along with current opportunities for improvement.

• Track, monitor, and help drive execution of cross-functional initiatives, ensuring milestones, deliverables, and action items remain on schedule, and projects stay aligned with organizational objectives.

• Play a key role in the integration of newly acquired firms, partnering across functions to ensure seamless operational, cultural, and strategic alignment.

• Provide operational support for the firm's international offices, including teams in India and Europe, ensuring alignment with organizational objectives, operational consistency, and effective cross-border collaboration.

• Partner with leadership to oversee facilities strategy and execution, including lease management, office procurement, workplace standards, furniture specifications, and space planning, ensuring consistency, efficiency, and scalability across locations.

Required

• Bachelor's degree required; advanced degree preferred.

• 7 – 10+ years of experience in business operations, strategy, consulting, finance, or a related analytical or process-oriented role. CPA firm experience preferred.

• Demonstrated ability to drive execution and improve processes across cross-functional teams.

• Strong analytical mindset with experience interpreting data and turning insights into actionable plans.

• Effective communicator with the ability to influence stakeholders and navigate organizational complexity.

• Highly organized, with strong follow-through and attention to detail in managing multiple workstreams.

#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! 

• Discover our Passion, Purpose & Expertise
• Learn more about our Firm's culture

*Base compensation 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.

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.