Armanino

Director

• Collaborate with clients to understand their business requirements and translate them into effective Workday HCM solutions.
• Configure and implement Workday HCM modules, including Core HR, Compensation, Benefits, Recruiting, Talent, Absence, and Time Tracking based on client needs.
• Lead workshops and gather business requirements, process flows, and system design documentation.
• Conduct fit-gap analysis to identify areas of customization and develop solutions to address client-specific requirements.
• Advise clients on best practices for Workday HCM implementation and provide recommendations for system optimization.
• Design and build Workday reports, dashboards, and analytics to meet client reporting needs.
• Support client and data conversion teams in converting legacy data into Workday.
• Support integration teams in helping configure and test integrations between Workday and other systems.
• Assist in defining testing strategies, creating test scripts, and conducting system testing.
• Provide end-user training on Workday HCM functionality and assist with change management activities.
• Troubleshoot and resolve issues during the implementation and post-implementation phases.
• Stay updated on the latest Workday releases, features, and functionality, and share knowledge with the team.
• Contribute to the continuous improvement of internal processes, tools, and methodologies.
• Assist in pre-sales activities, including participating in demos, proposals, and client presentations.

HCM Director

• Strategic Client & Market Leadership
• Elevate Brand Visibility - Speak at industry conferences, contribute to white papers, and maintain a robust network of influencers and alliances.
• Shape Go-to-Market Strategy - Define service offerings, pricing models, and partner ecosystems.
• Business Development - Identify and pursue new business opportunities and lead business development efforts.
• Cultivate Trusted Partnerships - Establish and deepen relationships with executive sponsors.
• Drive Customer Outcomes - Collaborate with clients to define objectives, KPIs, and success metrics.
• Expand & Renew Revenue - Identify new opportunities within existing accounts.
• Own P&L for Client Portfolios - Manage project scoping, budgeting, staffing, and financial performance.
• Ensure Quality & Innovation - Leverage proven methodologies and emerging technologies to solve complex problems.
• Risk & Issue Management - Proactively identify project risks and navigate challenges.

D365 FSC Director

Accounting Manager

• Oversee day‑to‑day accounts payable operations for domestic and global professional services clients
• Manage invoice intake, coding, approvals, and payment processing (checks, ACH, wires)
• Ensure accurate invoice entry and matter/cost coding within ProLaw
• Monitor AP aging and resolve vendor issues in a timely manner
• Maintain and optimize AP workflows and system configurations within ProLaw
• Oversee vendor setup, including payment terms and tax classifications
• Partner with Finance Systems and IT to troubleshoot issues and support system enhancements
• Supervise, train, and mentor AP staff to ensure accuracy, efficiency, and adherence to best practices
• Assign workloads, monitor performance, and support team development
• Establish and enforce internal controls, policies, and AP best practices
• Ensure compliance with audit requirements, firm policies, and 1099 reporting
• Support internal and external audits by providing documentation and analysis
• Serve as primary point of contact for vendor inquiries and issue resolution
• Collaborate with attorneys and administrative staff on expense coding and approvals
• Reconcile AP subledger to the general ledger and support month‑end and year‑end close
• Prepare AP reports and analyze data to identify trends and process improvements

Accounts Payable Supervisor, Professional Services Outsourcing

Manager

• Serve as the primary point of contact for assigned clients, delivering timely, high-quality service.
• Oversee cash management, including invoice review and approval, payment processing, transfers, and cash flow monitoring.
• Prepare and review financial statements, general ledgers, and bank reconciliations with accuracy and attention to detail.
• Review cash flow reports, annual 1099 filings, year-end tax packages, and payroll tax returns prepared by third parties.
• Prepare or review business license filings, Secretary of State Statements of Information, and other regulatory documents.
• Coordinate and participate in client meetings; collaborate with internal teams and external advisors on client deliverables.
• Provide coaching and guidance to Account Managers and junior team members, ensuring accuracy and supporting development.
• Lead and support client initiatives such as loan or credit applications, insurance reviews, and investment documentation.
• Build trusted client relationships through responsive communication, proactive problem-solving, and consistent delivery.
• Identify opportunities to streamline processes and enhance efficiency across engagements.
• Contribute to business development efforts, including proposal preparation and prospective client discussions.
• Protect sensitive client information with discretion and professionalism.

Manager, Family Office

Administrative Assistant

• Manage complex calendars, coordinate meetings, and schedule appointments
• Arrange travel and conference registrations
• Prepare and edit Microsoft Office documents (Excel, Word, PowerPoint)
• Process expense reports accurately and in a timely manner
• Point of contact for visitors and manage incoming/outgoing communications for assigned Executive(s)
• Provide event planning support for internal and external meetings
• Assist with special projects, ensuring confidentiality and discretion

Executive Operations Administrative Assistant

• Manage SOX 404 and Internal Audit engagement(s) and workflow of all client deliverables for multiple clients and engagements to minimize risk and surprises, optimize engagement economics, satisfy service objectives, and meet internal and external deadlines.
• Identify and resolve technical issues impacting the engagement.
• Lead the engagement planning process in terms of timing, risk assessment and readiness assessments.
• Review engagement work papers and related deliverables to ensure that firm and professional standards are met.
• Develop into a trusted advisor by being the primary point of contact for client throughout the year to discuss updates in their business, needs and potential solutions.

Senior Manager, Business SOX IA

Payroll

• Lead end-to-end Workday Payroll implementations, including U.S. Payroll with Time Tracking, Scheduling, or Absence.
• Own the full project lifecycle from discovery through deployment, architecting solutions and proactively identifying delivery risks to ensure predictable, high-quality outcomes.
• Serve as a workstream and project lead, guiding cross-functional delivery teams through configuration, testing, and deployment.
• Manage timelines, dependencies, and resources to maintain delivery excellence across multiple concurrent engagements.
• Bring rigor to requirements definition and project scoping.
• Proactively manage scope, mitigate risk, and uphold project boundaries to ensure on-time, on-budget delivery without compromising client relationships.
• Build trusted client partnerships by translating complex Workday functionality into clear business outcomes.
• Facilitate workshops, gather requirements, and provide strategic guidance that positions Armanino as a long-term advisory partner rather than a transactional vendor.
• Mentor and develop junior and mid-level consultants through hands-on coaching, delivery reviews, and knowledge sharing.
• Strengthen team capability and confidence, enabling consultants to grow into independent project leaders.
• Support pre-sales efforts by contributing to project scoping, proposals, and client presentations.
• Apply delivery experience to help win the right work and set engagements up for success from day one.
• Provide ongoing support to Managed Services clients post go-live, including system optimization, audits, and enhancements.
• Extend client value beyond implementation and cultivate long-term advisory relationships.

Payroll Manager

Consultant

• Analyze and document system and business requirements
• Setup system and configure according to customer requirements
• Develop test scripts and for customers testing phase
• Train end users on the Intacct system
• Assist customers with data conversions
• Make recommendation for new processes and procedures
• Develop reports and dashboards utilizing the Intacct tools
• Setup and configure 3rd integration tools
• Work closely with Sales and Support to coordinate the completion of project tasks
• Provide regular written reports on project status and discuss with customers
• Project manages with ability to keep projects on time and on budget
• Provide technical support to clients as needed
• Provide input and contribute to the development of new processes and procedures for service delivery, including development of templates, documentation of best practices, contribution to the knowledge base, etc.

Senior Consultant, Sage Intacct

• Lead and provide direction to small team of Managers and staff on multiple clients
• Plan, direct and coordinate with client and financial management outsourcing staff
• Provide Subject Matter Expertise for real estate clients
• Perform detailed reviews of client-use only and compiled financial statements and supporting schedules
• Liaison with external auditors and internal decision makers
• Foster proactive working relationships with clients and cross-functional departments
• Support business development efforts by participating in prospect meetings, calculating pricing, and drafting engagement letters
• Drive staff career and skills development by engaging with them as their Performance Coach

Senior Manager, Small Business Real Estate Accounting Services

• Improve the lives of clients by providing financial data to help them grow and succeed
• Develop and maintain accounting principles, practices and procedures for accurate financial statements
• Address tight deadlines with multiple accounting activities including general ledger maintenance and financial reporting
• Participate and lead accounting software implementations or integrations
• Communicate with senior-level executives about financial issues and deliverables
• Train and supervise staff accountants on daily functions
• Assist in corporate and business owner tax matters as required
• Lead day-to-day accounting operations of various clients and coordinate staff and AP resources

Senior Consultant, Small Business Real Estate – Outsourced Accounting Services

• Improve the lives of our clients by providing financial data that helps them grow, succeed and achieve.
• Develop and maintain accounting principles, practices and procedures to ensure accurate and timely financial statements.
• Address tight deadlines with a multitude of accounting activities including general ledger maintenance, financial reporting, cash flow management, AP, AR, payroll and reconciliations.
• Perform project accounting, including revenue and expense tracking by client, project, and engagement.
• Participate and lead accounting software implementations or integrations.
• Routinely communicate with senior-level executives and decision makers within each organization relating to financial close, issues and deliverables.
• Train and supervise staff accountants on day-to-day functions.
• Assist in corporate and business owner tax matters (as required).

Senior Consultant, Professional Services – Outsourced Accounting Services

Sales

• Drive sales and generate business opportunities selling Workday Financials & HCM.
• Build awareness and develop sales opportunities for other Armanino products and services such as Strategy and Transformation, Advisory Services and Business Outsourcing Services.
• Identify and engage with potential clients, build relationships, understand their needs, and present suitable solutions to meet their requirements.
• Maintain and nurture relationships with existing clients to ensure client satisfaction, repeat business, and referrals.
• Manage all aspects of sales for new business opportunities throughout the entire process from prospecting and scoping through proposal writing and contract negotiations.
• Aggressively research, identify, contact and qualify leads.
• Continuously build and maintain robust pipeline and opportunities.
• Actively participate in marketing initiatives to generate leads including webinars, trade shows, industry events, etc.
• Build and leverage strong sales partner relationships with Workday selling teams.
• Effectively communicate and build ongoing relationships with prospects, clients and personnel via telephone, email, networking and in-person.
• Work effectively in a team environment.

Director, Consulting Sales – Workday

• Review and coordinate preparation of tax returns related to high-net-worth individuals
• Advise clients on tax services, including planning, research, compliance, and general transactional activities
• Review or conduct high-level research of complex tax issues and prepare memorandums
• Confirm assignment objectives, scope and work plan with clients
• Identify assignment resource requirements and ensure appropriate resources are assigned
• Analyze billing and assist with accounts receivable collections from clients
• Assist with new business development and tax issue recognition for existing clients
• Seek client assessment of assignment progress and feedback on performance
• Coach and mentor staff and seniors on client engagements
• Consult with clients on income tax planning, trust, estate, and inheritance tax planning

Tax Manager, Private Client Advisors

Project Manager

• Lead full-lifecycle Workday implementations, including net-new full-platform deployments and go-lives.
• Define and manage project scope, objectives, timelines, success measures, and delivery approach in alignment with SOWs.
• Manage project planning, execution, monitoring, and delivery.
• Provide guidance on Workday capabilities, implementation best practices, and methodology to clients and internal teams, aligning priorities and outcomes.
• Proactively identify, manage, and escalate project risks, issues, and scope changes.
• Lead difficult client and internal conversations, holding firm on timelines, scope boundaries, and delivery commitments.
• Follow formal escalation paths while exercising senior judgment to resolve issues efficiently.
• Serve as a trusted advisor to client stakeholders throughout the engagement.
• Lead client-facing meetings and stakeholder discussions with confidence and clarity.
• Translate highly technical concepts into actionable, client-appropriate communication.
• Build strong, long-term client relationships that support retention and follow-on opportunities.
• Own project financial management, including: Billing, Forecasting, Weekly financial reviews, Monitoring budget vs. actuals.
• Act as the primary gatekeeper for identifying and addressing margin erosion.
• Ensure contracts, change orders, billing, resource planning, and administrative deliverables are accurate and timely.
• Collaborate internally to identify and support future business development opportunities.
• Drive cross-functional project teams and mentor junior project managers and consultants.
• Collaborate effectively across an evolving, growing Workday practice.
• Demonstrate flexibility and resilience in navigating ambiguity as processes and standards continue to mature.
• Contribute to practice improvement efforts that drive greater delivery predictability and efficiency over time.

Senior Workday Project Manager

• Manage the engagement and workflow of all deliverables for multiple non-profit clients
• Oversee all aspects of the single audit engagement
• Identify and resolve accounting and audit technical issues
• Lead the engagement planning process
• Determine and approve staffing and other resource needs
• Review engagement work papers and related deliverables
• Delegate assignments to supervisors
• Participate in the peer review process
• Conduct or review research of complex accounting and financial reporting issues
• Coordinate and monitor the services provided by other departments
• Keep the partner informed about client updates
• Assist in developing fee quotes and budgets
• Preparation of client billings and collection of outstanding accounts
• Utilize assurance department methodologies to enhance efficiency
• Develop into a trusted advisor for clients
• Prepare presentations for audit exit and committee meetings
• Participate in activities to develop and improve firm processes
• Serve as an instructor in training programs and meetings
• Develop less experienced professionals through feedback, counseling, and mentoring