Product Owner - Finance/Accounting

Job description

Overview:
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 (url removed). Member PCAOB.

The Product Owner - Finance/Accounting will be a member of the internal Finance team building, analyzing, implementing, maintaining, improving, upgrading, and maximizing the effectiveness of software to support the firm and our clients. Using an agile framework, the ideal candidate will work closely with Finance and Technology Services teammates as well as other team members from across the Firm to drive the innovative use and wide-spread adoption of technology solutions with an eye toward driving increased revenue, efficiency, and quality.

Locations:

We are open to this position being a hybrid mix of working from home and in one of our office locations

Primary locations: Cleveland, Akron, Youngstown, OH

Secondary locations: Chicago, IL; Detroit or St. Clair Shores, MI; Milwaukee, WI; New York, NY; Pittsburgh, PA; or Hunt Valley, MD

Responsibilities:
Roles & Responsibilities:

Business product owner for technology solutions used and developed to support internal accounting, client lifecycle, and reporting

Work closely with the scrum team, write and refine stories with appropriate acceptance criteria, translate strategies to tasks, resolve issues and business roadblocks, and test results

Create and update system documentation

Create and update training materials, assist in user training and support

Extract and retrieve information and data sets to improve upon software

Nurture ideas and solutions to existing customer problems, strategize and present ideas to stakeholders

Manage and prioritize the backlog

Learn the market and customers' needs and anticipate future needs

Schedule and lead meetings to identify issues and fixes for projects

Communicate effectively with team members to achieve project goals

Systems will include but are not limited to: Star, Salesforce, NetSuite, and Power BI as well as internally developed workflow solutions

Qualifications:
Requirements:

College degree in relevant field of study preferred (not required)

3+ years' experience with progression of duties

Comfortable working with and learning multiple software systems

Proficient in Outlook, Word, Excel, PowerPoint

Familiarity with Jira, Star, Salesforce, Power BI, SQL and/or NetSuite a plus

Experience with CPA firm, legal firm or other professional service firm preferred

Ability to manage processes and projects, and prioritize effectively

Strong analytical and critical thinking skills

Detail oriented and able to see larger picture

Experience with process creation, documentation, and management

Ability to work independently to manage tasks and deadlines; reliable

Ability to communicate with all levels within the firm clearly, professionally, and effectively including interaction with Partners and clients; teamwork skills essential

Knowledge of Scrum and Agile Software Development Methodology

Learn more about Cohen & Company at and .

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.