Teams at Cohen & Co

Lead strategy and execution for firm events including webinars, conferences, sponsorships and client-facing programs. Manage end-to-end planning, budgets, vendors, logistics, speaker sourcing, post-event analysis, and cross-team collaboration to drive ROI and business development.

Lead and manage M&A tax engagements from due diligence through integration. Provide transaction structuring, tax modeling, attribute analysis, and technical guidance on federal, state, and international tax issues. Serve as primary client contact, manage teams and budgets, mentor staff, support business development, and drive practice growth and operational excellence.

Lead full-lifecycle Workday Adaptive Planning implementations: discovery, design, build, integrations, data loads, driver-based planning, and reporting. Act as primary client advisor on budgeting, forecasting, FP&A process optimization, governance and SOX considerations. Manage project scope, budgets, timelines, staffing, change management, training, and UAT. Mentor staff and identify cross-service opportunities across Office of the CFO offerings.