Armanino

Consultant

• Collaborate with clients to understand their business requirements and translate them into effective Workday HCM and Compensation solutions.
• Configure and deploy Workday functionality and modules
• Lead workshops to gather business requirements, process flows, and define system design documentation.
• Conduct fit-gap analysis to identify personalization areas and develop solutions to address client-specific requirements.
• Advise clients on best practices for Workday 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 when it comes to mapping and testing integrations between Workday and other systems.
• Assist in defining testing strategies, creating test scripts, and conducting system testing.
• Provide end-user training on Workday functionality and help with change management.
• 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.

Senior Workday Consultant, HCM Core & Compensation

IT Support

• Manage the engagement and workflow of all deliverables for multiple clients, including audited, reviewed and compiled financial statements, and internal control and management letters; to minimize risks and surprises, optimize engagement economics, satisfy service objectives, and meet internal and external deadlines.
• Identify and resolve accounting and audit technical issues impacting the engagement.
• Lead the engagement planning process in terms of timing, resources, risk assessment, reliance on internal controls, or other engagement approach.
• Determine and approve staffing and other resource needs, and related engagement schedules.
• Review engagement work papers and related deliverables to ensure that firm and professional standards are met.
• Delegate assignments to supervisors considering their skills, development needs, schedule, and engagement economics.
• Participate in the peer review process.
• Continually build on technical expertise in accounting, financial reporting, and audit methods by attending continuing professional education courses or utilizing other training resources.
• Conduct or review research of complex or new accounting and financial reporting issues and prepare memorandums to support solutions.
• Coordinate and monitor the services provided by other departments and niches as they relate to the engagement(s).
• Keep the partner informed about client updates, engagement, budget to actual status, and technical issues.
• In the process of developing at least one area of industry expertise.
• Assist in developing fee quotes and budgets.
• Preparation of client billings and collection of outstanding accounts.
• Utilize assurance department methodologies, processes, and tools to enhance assurance engagement efficiencies and overall client profitability.
• 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, accounting related issues and potential solutions, in addition to engagement management matters.
• Know about the services and capabilities of partners and other service lines, and seek to identify other services that will benefit the client(s).
• Prepare presentations for audit exit, audit committee meetings and board meetings.
• Involve in the early stages of practice development activities including developing a professional network or referral sources, assisting in proposals, or writing articles for publication and assisting partners in their practice development activities.
• Participate in activities to develop and improve firm and department business processes.
• Serve as an instructor in firm and department training programs and meetings.
• Develop less experienced professionals by providing formal performance feedback, career counseling and mentoring to those below manager.

Audit Manager – Single Audit

Manager

• Lead end-to-end digital transformation engagements across finance, operations, and enterprise functions
• Advise executive teams on operating model modernization and enterprise transformation strategy
• Define enterprise transformation roadmaps aligned to business outcomes and operational priorities
• Design future-state enterprise system architectures that support digital and AI-enabled business models
• Evaluate how core platforms (ERP, CRM, data platforms, AI systems, workflow tools) integrate into a cohesive enterprise architecture
• Identify system redundancies, integration gaps, and data fragmentation across the enterprise
• Develop technology architecture roadmaps that align platform investments with long-term transformation goals
• Collaborate with client CIO/CTO organizations to ensure architectural decisions support scalability, security, and data governance
• Help clients identify and prioritize digital and AI initiatives across business functions
• Design governance structures for multi-workstream transformation programs
• Coordinate work across strategy, technology, data, and operational teams

Senior Manager, Digital Transformation

Events

• Provides day‑to‑day logistical and operational support for Marketing events, including assisting with pre‑event preparation, materials coordination, and post‑event activities.
• Work with fulfillment vendor to organize and maintain event supplies inventory, with direction from event leads.
• Assist with vendor and internal communications related to assigned event tasks.
• Provide limited on‑site support for select events, as needed.
• Support post‑event activities with a focus on event outcomes and learnings.
• Complete expense tracking and reports.
• Assist with updating and maintaining team knowledge‑base materials, process documentation, and shared files.
• Support general team logistics and special projects as assigned to help the Events team operate efficiently and consistently.
• Complete defined, assigned tasks that support event execution; this role does not own end‑to‑end event planning or strategy.

Marketing Events Assistant

• Support workstreams within digital transformation and enterprise modernization programs
• Conduct current-state assessments across operations, finance, and organizational processes
• Identify opportunities for process redesign prior to automation or AI deployment
• Translate business challenges into prioritized transformation initiatives
• Facilitate cross-functional process mapping workshops
• Redesign workflows to improve efficiency, accountability, and scalability
• Identify human-in-the-loop controls and operational guardrails for automation initiatives
• Partner with technical teams to ensure redesigned processes translate effectively into system and AI-enabled solutions
• Work with ATS and technology teams to translate prioritized use cases into implementation plans
• Develop initiative roadmaps, milestone plans, and success metrics
• Track progress against transformation objectives and business outcomes

Consultant, Digital Transformation

Procurement

• 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 Outsourcing

• 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.
• 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).
• Lead the day to day accounting operations of various clients and coordinate staff and AP resources

Senior Consultant, Manufacturing & Distribution Outsourcing

• Plan, direct and coordinate with client and financial management outsourcing staff for timely and accurate monthly finance and accounting services
• Provide technical expertise for US GAAP requirements
• Participate in the development and maintenance of accounting systems to facilitate efficient operation and financial management of clients across various industries
• Perform detailed reviews of periodic client-use only and compiled financial statements and supporting schedules
• Liaison on behalf of the client with external auditors and internal decision makers
• Foster proactive working relationships with clients and cross-functional departments to ensure timely and accurate receipt of information required for financial reporting
• Support business development efforts by participating in prospect meetings, calculating pricing, and drafting engagement letters
• Guide and support the onboarding of new clients including client and staff training, allocation of resources and client work assignments.
• Drive staff consultant and senior consultant career and skills development by actively engaging with them as their Performance Coach

Manager, Manufacturing & Distribution Outsourcing

Financial Planning and Analysis

• Perform audits, reviews, compilations, and various engagements.
• Analyze financial statement data and draw logical conclusions.
• Exercise professional skepticism in the critical assessment of audit evidence.
• Research and analyze pertinent clients, industry, and technical matters.
• Identify, assess, and document controls and weaknesses in client accounting systems.
• Thoroughly evaluate assigned areas of financial statements and identify potential points for improvement.
• Prepare clear and accurate workpapers.
• Exhibit strong analytical skills to evaluate financial data and relationships.
• Update managers and seniors of job status and assurance issues in timely manner.
• Develop understanding of client businesses related to assigned assurance areas.
• Know and apply specialized knowledge, for example, the rules, regulations, and code of ethics of the American Institute of Certified Public Accountants (“AICPA”), be familiar with pronouncements of the Financial Accounting Standards Board (“FASB”) and the AICPA, and applicable state regulations.
• Understand and comply with the Firm’s quality control policy.
• Organize, analyze, and communicate with both fellow staff and client personnel in a professional, productive, and efficient manner.
• Work toward completion of CPA certification.
• Actively seek out feedback to develop self-awareness, personal strengths, and address development areas.
• Uphold the firm’s code of ethics and business conduct.

Audit Associate – Financial Statement

Payroll

• Lead payroll operations for a portfolio of clients, ensuring accuracy, compliance, and timely delivery across multiple entities
• Serve as a primary point of contact for clients, advising on payroll processes, issues, and best practices
• Oversee payroll processing, including complex scenarios such as multi-state payroll, benefits coordination, and leave management
• Review work performed by team members and offshore support, ensuring quality and alignment with firm standards
• Partner with clients and internal teams to improve payroll processes, systems, and controls
• Support payroll system implementations, transitions, and optimizations across various platforms
• Collaborate with senior leadership on engagement planning, scope, and budgeting
• Contribute to business development efforts, including participating in prospect discussions and scoping new engagements
• Mentor and develop team members, providing guidance, feedback, and performance coaching
• Identify opportunities to expand services within existing client relationships

Payroll Manager, Financial Services Outsourcing

• Identify risks and opportunities and deliver clear, actionable recommendations to leadership based on operational and financial analysis of the business
• Perform detailed variance analysis, KPI tracking, and trend analysis to assess business performance and identify improvements
• Lead monthly revenue, pipeline, and staffing forecasts with a focus on accuracy, scalability, and insight
• Partner with central FP&A on budgeting, forecasting, and periodic financial analysis
• Develop and maintain service and engagement‑level costing and profitability models
• Analyze client and engagement profitability to support margin optimization initiatives
• Monitor market and industry trends to inform planning assumptions and long‑term strategy
• Prepare executive‑level reports, dashboards, and presentations for senior leadership
• Translate complex financial and operational data into clear strategic narratives
• Support BU leadership in budget, forecast, and strategic planning discussions
• Collaborate with BU Operations, Resource Management, and firmwide Finance and Operations teams
• Design and implement process improvements that enhance efficiency, accuracy, and insight
• Support special strategic initiatives and cross‑functional projects as needed
• Foster a collaborative, high‑performance environment focused on quality insights and strong client outcomes
• Lead with curiosity, accountability, and a continuous‑improvement mindset

Director, Strategic Planning – Analysis

Executive Assistant

• Manage complex calendars, coordinate meetings, and schedule appointments for senior leadership.
• Coordinate travel arrangements and conference registrations.
• Prepare, format, and edit Microsoft Office documents (Excel, Word, PowerPoint).
• Process expense reports accurately and on time.
• Serve as the primary point of contact for visitors and manage inbound and outbound communications.
• Provide event planning and logistical support for internal and external meetings.
• Support meeting preparation by coordinating agendas, developing PowerPoint materials, and assisting with special projects and leadership offsites.

Business Operations

• Develop and maintain a service-area vision and multi-quarter roadmap tied to organizational strategy.
• Understand upstream and downstream impacts, including related systems, data flows, and other service areas.
• Partner with our internal clients and leadership to identify major initiatives, future-state recommendations, and improvement opportunities.
• Facilitate planning sessions: aligning needs, priorities, and pain points across departments.
• Serve as the primary intake channel for ideas, enhancement requests, and issues related to the service area.
• Distinguish operational fixes from strategic initiatives and appropriately route them.
• Facilitate discovery efforts: interviewing SMEs, mapping current-state and future-state processes, and gathering requirements.
• Create clear documentation — business requirements, user stories, acceptance criteria, and workflows — similar to a BA role.
• Identify opportunities for automation, AI integration, simplification, or modernization inside the service area.
• Own and prioritize the service-area backlog (process improvements, system updates, reporting needs, policy changes, etc.).
• Translate service-area goals into actionable user stories for PM, IT, or data governance teams.
• Ensure initiative readiness for project teams: clarified, validated, and aligned with the strategic roadmap.
• Participate in governance, representing the service area in decision-making.
• Ensure alignment on impacts, dependencies, and technical feasibility.
• Communicate progress, risks, and blockers clearly and consistently to leaders and stakeholders.

Business Operations Liaison

• Collaborate with clients to understand their business requirements and translate them into effective Workday solutions
• Configure and deploy Workday functionality and modules
• Lead workshops to gather business requirements, process flows, and define system design documentation.
• Conduct fit-gap analysis to identify personalization areas and develop solutions to address client-specific requirements.
• Advise clients on best practices for Workday 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 when it comes to mapping and testing integrations between Workday and other systems.
• Assist in defining testing strategies, creating test scripts, and conducting system testing.
• Provide end-user training on Workday functionality and help with change management.
• 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.