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Associate Project Manager – Technology & Transformation

Cohen & Co
  • Cleveland, Ohio
    13 days ago

    Job Description

    What You'll Do

    Are you energized by the complexity of large-scale technology and transformation initiatives — and the discipline it takes to keep them moving?

    As a Project Manager on our Technology & Transformation consulting team, you'll be at the center of the action, supporting clients through some of their most significant change programs. From maintaining project plans and governance artifacts to coordinating across workstreams and preparing executive-level reporting, you'll play a critical role in helping our clients achieve their transformation goals — while building a strong foundation for a long-term consulting career.

    Project Planning & Coordination

    • Support Project and Engagement Managers in planning and managing technology and transformation initiatives.

    • Maintain project plans, schedules, milestones, dependencies, and key deliverables.

    • Coordinate project meetings, workshops, working sessions, and stakeholder communications.

    • Prepare agendas, meeting materials, action logs, and meeting minutes.

    • Track project actions, decisions, risks, issues, assumptions, and dependencies.

    • Follow up with workstream leads and stakeholders to ensure commitments and deliverables remain on track.

    • Help identify schedule, resource, scope, or delivery risks and escalate concerns appropriately.

    • Support project governance processes and ensure required project documentation is maintained.

    PMO & Project Reporting

    • Maintain core PMO artifacts, including project plans, RAID logs, status reports, decision logs, and governance materials.

    • Collect and consolidate updates from project workstreams into weekly and monthly reporting.

    • Prepare project status reports and executive-level presentations with guidance from senior project leadership.

    • Track project milestones, deliverables, and key performance indicators.

    • Support financial and resource tracking, including budgets, forecasts, invoices, and utilization where applicable.

    • Help establish and maintain project management standards, templates, and processes.

    • Ensure project documentation is accurate, current, and accessible to the broader team.

    Technology & Transformation Delivery

    • Support consulting teams delivering technology implementations, operating model transformations, digital transformation programs, process improvement initiatives, and other strategic change programs.

    • Develop an understanding of the client's business objectives, technology environment, and transformation priorities.

    • Coordinate across business, technology, and consulting workstreams to help ensure alignment and delivery.

    • Support requirements gathering, process mapping, workshops, testing coordination, implementation planning, and change activities as appropriate to the engagement.

    • Assist with translating complex project information into clear, actionable updates for different stakeholder groups.

    • Contribute to identifying opportunities to improve project delivery processes and client outcomes.

    Client Experience

    • Build effective working relationships with consultants, client stakeholders, technology teams, and project leadership.

    • Communicate project updates clearly and professionally across different levels of the organization.

    • Support client meetings and presentations.

    • Demonstrate strong follow-through and accountability for assigned activities.

    • Proactively identify information gaps, conflicting priorities, and potential delivery challenges.

    • Maintain a professional, client-service-oriented approach in all interactions.

    Who You Are

    Qualifications

    • Bachelor's degree in Business, Technology, Information Systems, Engineering, Operations, or a related field.

    • 3–5 years of experience in project management, consulting, PMO, technology delivery, business operations, or a related field.

    • Experience supporting projects with multiple stakeholders, workstreams, or deliverables.

    • Strong organizational and time-management skills with the ability to manage multiple priorities.

    • Strong written and verbal communication skills.

    • Proficiency with Microsoft Office, particularly PowerPoint, Excel, and Teams.

    • Ability to create clear, professional project documentation and presentations.

    • Demonstrated attention to detail and commitment to producing high-quality work.

    • Ability to work effectively in a collaborative, fast-paced environment.

    • Willingness to learn new project management methodologies, technologies, and consulting approaches.

    Preferred Experience

    • Experience in a technology consulting, management consulting, or professional services environment.

    • Exposure to technology implementations, digital transformation, ERP/CRM programs, data initiatives, cloud programs, or operating model transformations.

    • Familiarity with project management methodologies such as Agile, Scrum, Waterfall, or hybrid delivery models.

    • Experience with project management tools such as Jira, Smartsheet, Asana, Monday.com, Microsoft Project, or similar platforms.

    • Familiarity with PMO practices and project governance.

    • Experience preparing executive presentations or client-facing materials.

    • CAPM, PMP, Scrum Master, Agile, or other relevant certification — or an interest in pursuing one.


    Who We Are

    #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!


    Estimated Base Range: $95,000-$120,000

    *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.

    Numbers & Facts

    LocationCleveland, Ohio
    IndustryAccounting and Auditing Services
    Company Size100 to 499 employees
    Year Founded1977
    Websitehttp://www.cohencpa.com/

    About Company

    Cohen & Company was founded in 1977 on the belief that there had to be a better way to help businesses succeed. Now ranked as one of the top accounting, tax and consulting firms in the country, our more than 400 team members serve entrepreneurs; private companies in a variety of industries; and registered and non-registered funds in the investment industry. The firm remains rooted in technical excellence, and is a member of the American Institute of Certified Public Accountants (AICPA) and registered with the Public Company Accounting Oversight Board (PCAOB). Cohen & Company continues to experience consistent growth and serves clients throughout the U.S. from offices in Ohio, Michigan, New York, Pennsylvania and Wisconsin. Learn more at cohencpa.com.

    Skills

    • Agile Programming Methodologiesunmatched
    • Atlassian JIRAunmatched
    • Business Operationsunmatched
    • Calendar Managementunmatched
    • Cloud Computingunmatched
    • Communication Skillsunmatched
    • Consultingunmatched
    • Customer Experienceunmatched
    • Customer Relationsunmatched
    • Customer Relationship Management (CRM)unmatched
    • Customer Support/Serviceunmatched
    • Detail Orientedunmatched
    • Diversityunmatched
    • Documentationunmatched
    • ERP (Enterprise Resource Planning)unmatched
    • Establish Prioritiesunmatched
    • Follow Throughunmatched
    • Geographyunmatched
    • Information Technology & Information Systemsunmatched
    • Leadershipunmatched
    • Management Consultingunmatched
    • Meeting Minutesunmatched
    • Mergers and Acquisitionsunmatched
    • Microsoft Excelunmatched
    • Microsoft Officeunmatched
    • Microsoft PowerPointunmatched
    • Microsoft Projectunmatched
    • Multitaskingunmatched
    • Organizational Skillsunmatched
    • Performance Metricsunmatched
    • Plan Meetingsunmatched
    • Presentation/Verbal Skillsunmatched
    • Process Improvementunmatched
    • Professional Servicesunmatched
    • Project Management Professional (PMP)unmatched
    • Project Management Softwareunmatched
    • Project Planningunmatched
    • Project Scheduleunmatched
    • Project Trackingunmatched
    • Project/Program Coordinationunmatched
    • Project/Program Managementunmatched
    • RAID Storageunmatched
    • Recruiting/Staffing Agencyunmatched
    • Requirements Managementunmatched
    • Sales Presentationunmatched
    • Scrum Project Management and Software Developmentunmatched
    • ScrumMasterunmatched
    • Status Reportsunmatched
    • Systems Engineeringunmatched
    • Team Playerunmatched
    • Technical Deliveryunmatched
    • Technical Leadershipunmatched
    • Time Managementunmatched
    • Writing Skillsunmatched

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