AI/Automation Engineer

Cohen & Co

AI/Automation Engineer building Excel, Power Automate, Azure, and agentic AI solutions for Cohen & Co’s transaction due diligence engagements. Supporting financial analysis, automation, and client deliverables.

Posted 8/21/2026full-timeCleveland • Ohio • 🇺🇸 United StatesMid-LevelSenior💰 $85,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in data analytics, financial analysis, and automation development, with a strong focus on building AI-enabled solutions and advanced Excel modeling. Proficient in Azure architecture and capable of translating complex datasets into actionable insights for transaction services.

Highest-signal resume keywords

Data AnalyticsExcel ModelingPower QueryAI-Enabled Solution DevelopmentAzure Architecture

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data CleansingVBA ScriptingAutomation DevelopmentFinancial AnalysisComplex FormulasData ManipulationWorkflow TechnologiesSQLPythonPrompt Engineering

Soft Skills

Analytical SkillsProblem-SolvingEffective CommunicationCollaborationQuality Control

Tools & Technologies

Power BIPower AutomateClaudeClaude CodeAzure ServicesAlteryxAI-Assisted Development EnvironmentsLow-Code ToolsAgentic AI WorkflowsLightweight Applications

Certifications & Qualifications

CPACFA

Industry Keywords

Transaction ServicesDue DiligenceQuality of EarningsFinancial DatasetsAutomation Solutions

Tech Stack

Tools & technologies

AzurePythonSQLVBA

About the role

Key responsibilities & impact

Support buy-side and sell-side due diligence engagements for the Transaction Services team
Analyze large, complex, messy, and multi-source datasets
Build Excel models, reusable templates, VBA-enabled tools, and AI-assisted workflows
Use Power Query and Power Pivot to cleanse, structure, and reconcile client data
Develop low-code and agentic AI-enabled solutions to reduce manual effort
Standardize and automate data intake, validation, mapping, and exception reporting
Perform testing and tie-out procedures to ensure accurate analytical outputs
Partner with the Data Intelligence Services team on advanced data, automation, application, Azure architecture, and agentic AI needs
Design AI and automation solutions using Claude, Claude Code, Claude Cowork, Power Automate, Azure services, and other approved tools
Build proof-of-concepts and repeatable accelerators
Support Azure-based solution design, integrations, security-aware deployment patterns, and scalable architecture
Document solution logic, assumptions, controls, and support requirements
Translate client data into analyses, schedules, and insights supporting quality of earnings and working capital procedures
Develop dashboards, summaries, and visual outputs in Excel, Power BI, or similar tools
Collaborate with Transaction Services professionals and DIS resources
Communicate findings, data issues, and process recommendations to technical and non-technical stakeholders
Balance multiple projects in a deadline-driven environment

Requirements

What you’ll need

Bachelor’s degree in Computer Science, Accounting, Finance, Data Analytics, Information Systems, or a related field
3–5 years of experience in data analytics, financial analysis, transaction support, automation development, AI-enabled solution development, or a similar analytical role
Advanced proficiency in Excel, including complex formulas, data manipulation, workbook design, and VBA or similar scripting approaches
Strong experience with Power Query, data cleansing, reconciliation, and transforming large datasets from multiple source files or systems
Experience building practical automation solutions using low-code tools, reporting tools, workflow technologies, or AI-assisted development environments
Hands-on experience with AI-assisted development tools such as Claude and Claude Code, or comparable LLM-based development environments
Working knowledge of Azure architecture concepts, including application integration, data storage, identity/security considerations, and deployment patterns
Ability to design practical agentic workflows with task structure, human-in-the-loop review, documentation, and quality control
Strong analytical, problem-solving, and quality control skills
Effective communication and collaboration skills
Preferred: experience supporting buy-side or sell-side due diligence, transaction advisory, quality of earnings, or related financial analysis engagements
Preferred: familiarity with Power Automate, Alteryx, SQL, Python, Azure services, or similar tools
Preferred: experience with Claude Code, Claude Cowork, agentic AI workflows, prompt engineering, or LLM-based automation design
Preferred: experience building lightweight applications, APIs, connectors, or workflow integrations
Preferred: familiarity with responsible AI practices and financial datasets
CPA, CFA, or other relevant credentials or progress toward certification is a plus

Benefits

Comp & perks

Comprehensive and competitive Total Rewards package
Time off outside of standard PTO to give back to the community
Annual discretionary merit increases and bonuses
Talent development resources and growth opportunities
Diversity, equity and inclusion initiatives