Armanino

Financial Planning and Analysis

• Preparation of financial and key performance indicators (KPIs) reporting packages, including senior leadership presentations.
• Analyze actual results for variances to plan and identify actionable insights.
• Present insights, recommendations, and complex financial concepts in a clear and concise manner.
• Design and build sophisticated financial analyses to support business decision-making including revenue, expense, profitability, resource management, trends, scenarios, sensitivities and ad hoc analyses.
• Identify and implement opportunities for reporting and processes improvements to enhance efficiency and accuracy.
• Support development of real time forecasting and budget with templates, analysis, and data consolidation.
• Attention to detail ensuring accuracy and quality of all materials produced.
• Effectively communicate and maintain positive working relationships with peers and internal clients in a collaborative and fast paced environment.
• Develop an expertise in Armanino’s key systems and data structures.
• Development of BI dashboards and complex analysis with large quantities of financial and operational data.

Senior Financial Analyst

• Manage the engagement and workflow of all client deliverables for multiple clients and engagements
• Manage audits of employee benefit plans
• Identify and resolve accounting and audit technical issues
• Lead the engagement planning process
• Review engagement work papers and related deliverables
• Delegate assignments to supervisors
• Conduct or review research of complex accounting and financial reporting issues
• Keep the partner informed about client updates and technical issues
• Develop at least one area of industry expertise
• Assist in developing fee quotes and budgets
• Preparation of client billings and collection of outstanding accounts
• Developing into a trusted advisor
• Oversee the preparation of audit presentations
• Involvement in practice development activities
• Participate in firm and department training programs

Senior Audit Associate – Financial Statements

Project Manager

• Define project objectives, scope, and critical success factors for D365 FSC implementations
• Lead and communicate project planning, execution, and monitoring, ensuring adherence to SOW scope, project timelines and budgets
• Collaborate with cross-functional teams and stakeholders to ensure project success
• Identify and manage project risks, issues, and scope changes
• Educate and guide the project team and clients on D365 FSC capabilities, best practices, implementation methodology and deliverables
• Facilitate project communication and maintain project documentation
• Prioritize and differentiate between critical and non-critical tasks, ensuring timely resolution
• Lead and contribute to client-facing meetings, fostering open communication and addressing project-related questions and concerns
• Manage and develop client relationships, supporting their business needs and offering solutions
• Collaborate with internal teams to identify and pursue new opportunities for business development
• Provide project status reporting, financial reporting, and resource scheduling
• Ensure project contracts, approvals, and change orders are processed in a timely manner
• Collaborate internally and with client for new opportunities

Senior Project Manager, D365 FSC

• Review and coordinate preparation of tax returns as it relates to high-net-worth individuals
• Advise clients on a full spectrum of tax services
• Review or conduct high level research of complex tax issues and prepare memorandums
• Review and confirm assignment objectives, scope and work plan with client
• Identify assignment resource requirements and ensure appropriate resources are assigned
• Analyze billing and assist with accounts receivable collections
• Assist with new business development and tax issue recognition
• Seek regular client assessment of assignment progress
• Coach and mentor staff on client engagements

Tax Manager, Private Client Advisors

• Preparation of tax returns as it relates to high-net-worth individuals
• Conduct basic tax research into industry and government developments
• Communicate with the team to ensure all relevant information is collected
• Assist in identifying and promoting the development of new delivery capabilities
• Support the partner team in the development and planning of practice strategy

Tax Associate, Private Client Advisors

• Preparation of complex tax returns and estimated tax calculations for Individuals, Partnerships, and S-Corporations
• Strategic tax planning and research of relevant international, federal, state, and local tax issues applicable to real estate clients
• Review work of team members and assist managers/partners with project workflow
• Involvement in special tax projects, including tax entity structuring, state tax issue identification and analysis, tax credit computations, etc.
• Supervise, mentor, and develop team members
• Develop and maintain great relationships with clients to provide a tailored service

Tax Supervising Senior – Real Estate

Consultant

• Work collaboratively with a diverse set of colleagues to serve clients in financial due diligence
• Conduct Financial Due Diligence, including preparation of Quality of Earnings reports and balance sheet reviews
• Prepare financial statements in connection with acquisitions, carve-outs, proposed sale transactions, restatements, etc.
• Assist the Manager with buy-side and sell-side transaction advisory engagements
• Analyze target company data to identify historical and projected financial and operating trends
• Create and design tailored transaction advisory reports specific to key issues
• Lead and manage projects while coordinating directly with clients
• Supervise and mentor staff

Senior Consultant, Transaction Advisory Services

• Complete tasks as assigned by Implementation Leads to develop solutions for clients.
• Tasks include documentation, data loads, model builds, report builds and testing.
• Gain a thorough understanding of Adaptive software, becoming an expert in its implementation, and keeping up with new features and updates.
• Document client requirements into effective, configurable solutions and business processes.
• Ensure the implementation methodology is consistently followed, maintaining high levels of client satisfaction.
• Collaborate with Project Managers and Client Managers to draft change orders for clients.
• Deliver consulting services as necessary, offering expert advice and guidance during projects.
• Offer technical support to clients when required.
• Support Managed Services clients on open issues and enhancement requests.
• Present Workday release review features to Managed Services clients.
• Perform technical health checks and present finding to Managed Services clients on their Adaptive tenants.
• Conduct and lead Armanino Academy live training courses with clients.
• Contribute in developing new processes and procedures for service delivery, including templates, best practices documentation, and contributions to the internal knowledge base.

Workday Adaptive Consultant

• Financial Planning and Analysis, including forecasting, budgeting, and preparation of pro-forma financial information
• Provide technical expertise for US GAAP and SEC requirements including accounting research, documentation, and presentation to clients
• Prepare accurate external financial reports to client, auditors, or the SEC, including the preparation, review, submission, and distribution of periodic financial reports, such as 10-K, 10-Q, 8K’s and proxy statements
• Assist in the design and implementation of new accounting policies and procedures
• Assess and improve financial accounting close process, including accelerating and streamlining monthly and quarterly reporting processes
• Liaison on behalf of the client with external auditors and internal decision makers to assist with Audit preparation
• Assist with Cash to Accrual Accounting after a transaction, Opening Balance Sheet preparation and Purchase Accounting
• Lead and manage projects while coordinating directly with clients
• Foster proactive working relationships with clients and cross-functional departments
• Make timely and effective performance feedback and training

Senior Consultant, Finance and Accounting Advisory Services

Manager

• Conduct Financial Due Diligence, including preparation of Quality of Earnings reports
• Work collaboratively with a diverse set of colleagues to serve clients in the areas of financial accounting matters and business processes: Purchase Price Accounting, Deal Structuring, Integration & Support, Tax Due Diligence, IT Due Diligence, and IP Sales
• Lead multiple buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to companies and private equity investors with a focus on private equity deals.
• Business Development - cultivate relationships with senior executives at client companies and private equity sponsors. Leverage the relationships built to generate new projects and leads.
• Manage and coordinate the approach of clients, Armanino’s engagement teams, and third-party diligence providers throughout the transaction process.
• Analyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks which impact the valuation and negotiation with the target company.
• Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of management’s budget, and indebtedness considerations.
• Lead, mentor, and professionally develop team members, actively participating in the career advisory and performance review process

Senior Manager, Transaction Advisory Services

• Preparation and review tax returns as it relates to high-net-worth individuals, primarily their personal income tax return as well as their closely held businesses, trust, estate, and gift tax returns
• Conduct tax research into industry and government developments as it relates to wealth planning opportunities and strive to maintain up-to-date tax knowledge
• Identify key planning opportunities throughout the year and develop a framework for tax strategies that best align with client needs and goals
• Assist in identifying and promoting the development of new delivery capabilities and/or channels to satisfy evolving market requirements
• Support the partner team in the development and planning of practice strategy, objectives, and budgets
• Build on mentorship capabilities by guiding key talent through constructive criticism and growth opportunities
• Lead and supervise staff by actively managing a pipeline of projects and resources
• Maintain great relationships with clients, understanding their unique needs to provide a tailored service

Tax Supervising Senior, Private Client Advisors

Administration

• Work directly with clients to support their equity plan management, auditor, and participant needs, including reporting, reconciliation.
• Lead system implementation and private-public conversions.
• Serve as primary client contact and quickly assume ownership for the client relationship and its specific needs.
• Maintain active communication with clients to manage project and budget expectations, ensure satisfaction, make sure deadlines are met, and lead change efforts effectively.
• Use and implement various equity administration software packages on behalf of our clients, including Carta, Shareworks, Certent, Fidelity and Equity Edge Online.
• Support clients in their equity accounting data needs, assisting Armanino professionals responsible for stock-based compensation reporting and valuations of warrants, modifications, performance awards, tender offers, and EPS.
• Provide value-added recommendations to our clients on business and process improvement.
• Provide updates to supervisors regarding progress and issues that may affect timely completion of assigned tasks within budget.
• Have the drive to become an expert in a fast-growing area of our practice.
• Attend professional development and training sessions on a regular basis.

Senior Consultant, Equity Administration

Business Development Rep

• Drive business development efforts to generate new opportunities across consulting, tax, audit, CFO Advisory, Business Outsource Accounting, and Strategy & Transformation services.
• Identify and engage prospective clients, build relationships, understand business challenges, and present tailored solutions that align with their needs.
• Build awareness of Armanino’s full suite of services to expand client engagement and cross-sell opportunities.
• Maintain and strengthen long-term relationships with existing clients to ensure satisfaction, repeat business, and referrals.
• Manage the full sales cycle, including prospecting, qualification, solution scoping, proposal development, and contract negotiation.
• Research and qualify leads, continuously building and managing a healthy pipeline of opportunities.
• Actively participate in marketing and brand-building initiatives, including webinars, trade shows, and industry events.
• Collaborate with practice leaders and subject matter experts to design compelling client solutions and proposals.
• Communicate effectively with prospects, clients, and internal teams via phone, email, networking, and in-person interactions.
• Work collaboratively in a team-oriented, high-growth environment.

Director, Business Development

Solutions Engineer

• Architect and deliver Microsoft 365 Copilot and Gemini for Google Workspace end-user enablement and adoption services
• Lead use case discovery and vetting for agentic AI; design and build Microsoft Copilot Studio Agents, Azure AI (Foundry), and Google Gems and Notebook LM solutions
• Assess and deliver technical and data readiness for AI adoption, including identification and mitigation of data oversharing risks in Microsoft 365 Copilot
• Design and implement modern workplace solutions leveraging Microsoft 365 services such as SharePoint Online, Viva, and Power Platform
• Oversee customer migrations to Microsoft 365 environments and ensure seamless adoption
• Manage and mentor a team of architects and engineers, driving excellence in delivery and professional growth
• Support pre-sales activities by developing multi-option proposals, effort estimators, and statements of work
• Provide thought leadership and serve as a technical lead on AI and modern workplace projects, ensuring quality and client impact
• Support pipeline management by maintaining CRM hygiene, tracking opportunity progress, and ensuring momentum of deals through the pre-sales cycle
• Partner with sales and business development teams to advance opportunities, bringing technical credibility and solutioning expertise to client discussions
• Engage with C-level executives to present solutions, lead discussions, and address technical inquiries
• Represent Armanino through thought leadership at industry conferences, technology events, and client forums

AI Solution Architect

• Preparation of tax returns for Individuals, Partnerships, S and C-corporations
• Familiarity with Subchapter K rules
• Ability to identify and research common tax issues that arise in client engagements
• Communicate with engagement team to ensure all relevant information is collected or addressed while managing competing priorities
• Assist in identifying and promoting the development of new delivery capabilities and/or channels to satisfy evolving market requirements
• Support the partner team in the development and planning of practice strategy, objectives, and budgets