Director, Strategic Planning – Analysis
Armanino
full-time
Posted on:
Location Type: Office
Location: San Ramon • California • Illinois • United States
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Salary
💰 $191,800 - $259,600 per year
Job Level
About the role
- 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
Requirements
- Bachelor’s degree in Finance, Accounting, related major or equivalent work experience
- Minimum of 8 years’ experience in strategic planning, finance, analytics, or operations
- Minimum of 5 years’ experience in people leadership or senior project leadership experience
- Advanced financial modeling, forecasting, and KPI analysis expertise
- Proven ability to influence senior leaders through insight and data
- Strong executive‑level communication and presentation skills
- Strategic and critical thinking with strong execution orientation
- Deep understanding of professional services business models and metrics
- Exceptional analytical, problem‑solving, and attention to detail
- Strong project management and prioritization skills in dynamic environments
- Ability to operate effectively amid ambiguity and transformational change
Benefits
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysisvariance analysisKPI trackingbudgetingforecastingfinancial modelingprofitability analysisdata analysisprocess improvementstrategic planning
Soft Skills
leadershipcommunicationpresentation skillsstrategic thinkingcritical thinkingproblem-solvingattention to detailproject managementcollaborationadaptability