Job Locations US-OH-Youngstown
CFO Solutions
Position Type
Regular Full-Time


Cohen & Company

Certified Public Accountants


At Cohen & Company, our purpose is to engage, teach, inspire and improve lives through the power of knowledge and trust. We value great people, teamwork, a competitive spirit and courage, and the ability to adapt and remain optimistic.


Named one of the fastest growing private companies in the country, Cohen & Company offers assurance, tax and advisory services to clients throughout the U.S. and worldwide. The firm serves a broad range of clients, from privately held companies and their owners; to private equity firms and their portfolio companies; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises. Cohen & Company was founded in 1977 and has more than 650 associates in Illinois, Ohio, Maryland, Michigan, New York, Pennsylvania and Wisconsin. Learn more at Member PCAOB.


We are very excited about our opportunities and are seeking individuals with an entrepreneurial spirit and commitment to client service to join our team!


Cohen & Company’s Advisory Services Division is passionate about helping owners, management teams and investors navigate business and transactional environments. This Bookkeeper position would fall into our CFO Solutions department within our Advisory Services division. Our CFO Solutions team works closely with outsourced CFO clients and high-net-worth families and individuals.  You can expect something different when working with our team. We don’t view advisory as one-off projects, but rather a long-term relationship to help our clients be successful. Our seasoned associates, who will be your teammates, have expertise across industries and functional domains, and their experience, insights and tools can help you learn and grow throughout the course of your career at Cohen & Company.


We are very excited about our growth opportunities and are seeking a Bookkeeper with an entrepreneurial energy and commitment to client service to join our CFO Solutions team in Youngstown, OH! We are open to candidates who desire a part-time or full-time opportunity.




Responsible for monthly accounting for Individuals, Trusts, Operating Entities and Investment Entities

    • Substantial preparation or review of accounts payable processing
    • Reconcile and post activity from bank, credit card and brokerage statements and information provided by client
    • Make other journal entries as necessary in order to prepare financial statements
    • Prepare various supporting financial workpaper schedules
    • Review expense classifications for reasonableness
    • Review payroll entries and tie to payroll journals/records
    • Review payments of payroll taxes/benefit payments for accuracy and timeliness
    • Prepare and update fixed asset records
    • Reconcile and settle accounts between related client entities
    • Organize all supporting workpapers to substantiate balances in the financial statements
    • Prepare monthly balance sheet and income statements using PeachTree, Sage, QuickBooks Desktop/cloud
    • Assist in creating and maintaining Permanent File for clients



  • Associate’s or Bachelor’s degree in accounting preferred, but not required
  • 3-5 years of previous experience in a similar role is preferred
  • Strong Microsoft Excel and Word skills
  • Experience with Quickbooks, PeachTree, PFX Engagement software preferred
  • Experience preparing financial statements including balance sheets, income statements and statements of cash flow is preferred
  • Impeccable verbal and written communication skills, as well as interpersonal skills
  • Strong analytical skills and attention to detail required
  • Ability to stay organized and focused in a fast-paced, deadline driven environment while managing multiple priorities simultaneously
  • Absolute adherence to strict confidentiality and privacy considerations


Learn more about us!


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


Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed

Connect With Us!

Not ready to apply? Connect with us for general consideration.