Armanino

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
• Provide ongoing support to Managed Services clients post go-live, including system optimization, audits, and enhancements

Workday 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, Project Management 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.
• Continue developing skillsets and knowledge of Sage Intacct as the solution changes over time

Senior Consultant, Sage Intacct

Administrative Assistant

• Serve as additional point of contact for clients, providing responsive and proactive support.
• Manage cash operations, including monitoring balances, processing transfers, and overseeing deposits.
• Prepare, review, and process invoices, wire transfers, and bill payments accurately and efficiently.
• Execute payroll and coordinate with third-party payroll providers as needed.
• Reconcile intercompany activity and review bank reconciliations to ensure accuracy.
• Prepare and review financial reports, including cash receipts/disbursements and accounts receivable aging.
• Assist with preparation of financial statements and tax filings, including 1099s and relevant city/state forms.
• Support client-related insurance, credit, and vendor communications in collaboration with the team lead.
• Collaborate with and provide guidance to team members and participate in training and development initiatives.
• Participate in team meetings and contribute to continuous improvement of client service.
• Perform additional duties to support client and team needs as required.

Account Manager I, Family Office

Security Engineer

• Design and implement security controls across cloud and hybrid (on‑premises) environments
• Build and maintain security automation using PowerShell, Python, or Infrastructure as Code (IaC)
• Configure and optimize security platforms (SIEM, EDR, DLP, CASB, vulnerability scanners)
• Implement Zero Trust principles across identity, network, and data environments
• Partner with Infrastructure, Networking, and DevOps teams to design secure solutions
• Secure Azure and AWS environments using native and third‑party security controls
• Implement Microsoft Defender, Sentinel, Purview, and Entra ID security capabilities
• Design and enforce cloud security policies and governance frameworks
• Monitor cloud security posture and remediate misconfigurations
• Configure and maintain network security technologies (e.g., firewalls, IDS/IPS, DLP)
• Implement network segmentation and secure connectivity solutions (VPN, remote access)
• Develop SIEM detection rules, threat alerts, and automated incident response playbooks
• Perform threat hunting, vulnerability assessments, and support penetration testing
• Monitor and analyze security logs, network activity, and forensic artifacts
• Evaluate, deploy, tune, and integrate security technologies; create dashboards and documentation

Cybersecurity Engineer

Data Analyst

• Develop, maintain, and deliver executive-level Resource Management reporting for firm-wide leadership and individual Business Units.
• Prepare recurring and ad hoc dashboards, reports, and analyses related to workforce capacity, demand, utilization, staffing, availability, forecast accuracy, and resource deployment.
• Translate complex data into clear, concise insights that enable leadership to make informed decisions.
• Partner with the Senior Director of Resource Management to identify reporting needs, define metrics, and improve visibility into firm-wide resource health.
• Create reporting packages and presentations that are polished, accurate, and appropriate for executive audiences.
• Pull, combine, validate, and analyze data from multiple systems and sources, including resource management tools, financial systems, HR systems, project management tools, and Excel-based trackers.
• Build and maintain advanced Excel models, templates, and reporting tools to support Resource Management operations.
• Identify trends, gaps, risks, and inconsistencies across data sets and communicate findings clearly.
• Ensure data accuracy, consistency, and integrity across all reporting outputs.
• Support the development of standardized reporting processes, definitions, and governance for firm-wide Resource Management metrics.
• Analyze resource supply, demand, utilization, capacity, and staffing trends across Business Units.
• Provide insights that support workforce planning, staffing decisions, resource allocation, and operational performance.
• Partner with Resource Management leaders to identify opportunities for improved reporting, process efficiency, and data-driven decision-making.
• Support Business Unit-specific reporting needs while helping drive consistency across the firm.
• Help identify leading indicators of capacity constraints, underutilization, over-allocation, and staffing risk.
• Work closely with the Firm-wide Senior Director of Resource Management, Business Unit Resource Management leaders, Finance, HR, Operations, and Technology teams.
• Gather reporting requirements and translate business needs into practical, scalable reporting solutions.
• Communicate effectively with senior stakeholders, explaining data findings in a clear and business-relevant way.
• Serve as a trusted reporting and analytics partner to Resource Management leadership.
• Manage multiple reporting priorities while maintaining quality, accuracy, and deadlines.

Manager – Resource Management, Data Analyst

• Analyze and document client business processes, accounting workflows, and system requirements to support Rillet implementations
• Rapidly develop deep expertise in the Rillet platform, implementation approach, and emerging use cases through hands-on delivery, self-directed learning, and collaboration with team members
• Configure and deploy the Rillet platform in alignment with client requirements and best practices
• Lead and support end-to-end Rillet implementations, including design, configuration, testing, and go-live
• Develop and execute test scripts and support client user acceptance testing (UAT)
• Train client finance and accounting teams on Rillet functionality, workflows, and reporting
• Assist clients with data migrations, historical data validation, and reconciliation activities
• Design recommendations for improved financial processes utilizing Rillet’s AI-native capabilities and automation
• Configure native and third-party integrations (e.g., Stripe, Ramp, Salesforce, payroll, billing, etc.)
• Develop dashboards, reports, and financial insights using Rillet’s reporting and analytics tools
• Work closely with Sales, Customer Success, and Product teams to coordinate project execution and client success
• Provide regular written and verbal project status updates to clients and internal stakeholders
• Manage project timelines, scope, and budget to ensure successful delivery
• Take ownership of assigned client engagements or workstreams, following tasks through from start to finish with minimal oversight
• Drive project progress and proactively identify issues, risks, or inefficiencies and propose solutions, escalating risks when necessary
• Serve as a trusted advisor to clients during and after implementation
• Provide post-implementation support and guidance as needed
• Play an active role in building, refining, and scaling the internal Rillet delivery model, including methodologies, templates, documentation, and best practices, as the practice grows
• Operate effectively in a dynamic, evolving practice, helping define processes and standards

Senior Consultant

• Assist with analyzing and documenting business processes, accounting workflows, and system requirements
• Rapidly learn the Rillet platform, implementation methodology, and client use cases through hands-on project work, shadowing, and self-directed learning
• Proactively ask questions, seek feedback, and apply new knowledge quickly to project deliverables
• Support system setup and configuration of the Rillet platform based on client requirements and implementation plans
• Assist in the development and execution of test scripts during client testing and UAT phases
• Support end-user training sessions and help ensure client adoption of the Rillet system
• Assist with data migration activities, including data validation and reconciliation
• Help configure native integrations and third-party tools under the guidance of senior team members
• Assist with building reports, dashboards, and financial outputs using Rillet tools
• Provide project support by tracking tasks, timelines, and deliverables
• Participate in client status meetings and assist with preparation of project updates
• Work closely with Consultants, Senior Consultants, and Managers to complete project tasks on time and within scope
• Provide post-implementation support to clients as needed
• Contribute to internal service delivery initiatives, including documentation, templates, and best practices as the Rillet practice scales
• Continuously develop technical, accounting, and consulting skills related to Rillet and cloud-based ERP platforms
• Adapt to changing processes, tools, and priorities as the Rillet practice grows and matures

Rillet Consultant

• Perform technical review of engagement work papers and tax returns as it relates to Individuals, Partnerships, S and C-corporations
• Provide consultation on business and/or personal transactions (if applicable), and the related tax implications, consequences and treatment
• Develop responses to IRS and other regulatory and tax authorities' audits, notices and inquiries
• Manage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines and develops less experienced engagement personnel, primarily managers and supervisors
• Review or conduct high level research of complex or emerging tax issues and prepare memorandums to support conclusions
• Assist or lead new business development opportunities
• Identify and pursue potential extended services for existing clients
• Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles
• Continually build on technical expertise in taxation by attending continuing professional education courses or utilizing other training resource
• Keep current with tax law changes and provide updates and training to the firm’s tax practice members
• Train and develop less experienced individuals responsible for engagement management responsibilities, including managing budgets, scheduling and staffing, due date management and client relations

Tax Senior Manager, Privately Held Business

Business Development Rep

• Own net-new logo acquisition for the Audit & Attest (A&A) business unit in the Southeast or New York Metro region by originating, qualifying, and progressing new opportunities from first contact through close, partnering with A&A leadership and partners for solutioning and executive sponsorship.
• 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 bundling opportunities with Consulting, Tax, CFO Advisory, Business Outsource Accounting, and Strategy & Transformation services.
• Manage the full sales cycle, including prospecting, qualification, solution scoping, proposal development, while coordinating with audit & attest partners.
• 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 of Business Development

• Supervise, plan, and execute client engagements from start to finish, including engagement planning, field work, and reporting.
• Lead a team of staff members under supervision of a manager and/or above and communicate externally and internally for engagement status and related issues on a timely basis.
• Continuously monitor status of assigned area, ensure resolution of open questions, issues, and/or document requests, and meet deadlines.
• Demonstrate an understanding of complex workpaper preparation.
• Continue to develop administrative, professional, and interpersonal skills to the extent of being able to organize, analyze and communicate with both the engagement team and client personnel in a professional, productive and efficient manner.
• Develop understanding of clients’ business processes, evaluate design and/or operating effectiveness of internal controls, and identify control exceptions and potential points for improvement.
• Prepare and/or update business process flowcharts, control risk matrices, and control description as needed.
• Assist management with risk assessment, scoping analysis, design of controls for SOX implementation engagements.
• Assist with preparing meeting slides for communication with client management.
• Research and analyze pertinent client, industry and technical matters.
• Develop understanding of client businesses related to assigned areas.
• Understand and comply with the firm’s quality control policy.
• Perform testing of more complex areas, timely review staff workpapers and provide constructive feedback.
• Coach team members and clients on areas including documentation, IPE etc.
• Continuously learn to expand technical expertise related to SOX, internal audit, IT general controls, and applicable accounting standards, and develop leadership skills.

Senior Consultant, Business SOX IA

Analytics Engineer

• Serve as a technical bridge between analytics needs and warehouse implementation decisions, working closely with the Data Warehousing team to design and implement data models in Microsoft Fabric
• Contribute directly to data model development (SQL / Python), building and maintaining Fabric notebooks for transformations, enrichment, and business logic
• Validate data outputs, logic correctness, and alignment with business rules before models are surfaced for reporting
• Design and maintain Power BI semantic models on top of curated Fabric tables, ensuring models follow best practices for schema design, reusability across reports, and clear metric definitions
• Support the shift from reporting to insights, enabling enhanced and efficient self-service capabilities to end users
• Act as an analytics partner to stakeholders submitting reporting and data requests, translating business questions into actionable information
• Facilitate working sessions between stakeholders and technical teams to align on definitions, assumptions, and outputs
• Follow and contribute to established modeling patterns, naming conventions, and governance standards
• Use Git for version control, peer review, and controlled changes
• Help test, validate, and document changes before they are released to production
• Support continuous improvement of analytics processes, handoffs, and communication between teams

Senior BI & Analytics Developer

• Support executive compensation and benefits tax matters, including equity compensation, deferred compensation and 409A, Sections 162(m) and 280G, payroll taxes, and related reporting considerations under ASC 718 and ASC 740
• Research and prepare compensation planning and benchmarking analyses for executive compensation models
• Perform technical tax research, identify when additional analysis is needed, and apply appropriate guidance
• Support the partner team with practice strategy, planning, budgeting, and the development of new delivery capabilities to meet evolving market needs
• Communicate with clients through clear verbal communication and professional written deliverables, including technical memoranda and tax opinions

Senior Tax Associate, National Tax Office – Compensation and Benefits

Project Manager

• Define and manage project objectives, scope, milestones, and critical success factors for FSC implementations
• Lead project planning, execution, and monitoring, ensuring adherence to statements of work, project timelines, and budgets
• Coordinate cross-functional project teams, ensuring roles, responsibilities, and expectations are clearly communicated
• Identify, track, and manage project risks, issues, dependencies, and scope changes, escalating when appropriate
• Guide internal teams and clients through project phases, deliverables, and implementation methodology
• Facilitate and contribute to client-facing meetings, including project kickoff, status reviews, and issue resolution discussions
• Maintain accurate and timely project documentation, including project plans, status reports, and financial tracking
• Prioritize and differentiate between critical and non-critical tasks to support on-time delivery
• Provide regular project status reporting, including schedule, risks, and budget vs. actuals
• Support project financial management activities such as billing coordination, change orders, and contract administration
• Collaborate with internal teams to identify follow-on opportunities and support continuity across engagements
• Follow established escalation procedures to resolve project issues efficiently and professionally
• Assist with resource scheduling and availability management to support project delivery needs

D365 FSC Project Manager

• Lead and oversee multistate income and franchise tax engagements, delivering strategic, high quality client solutions
• Serve as a trusted advisor to clients on state tax planning, compliance, and controversy matters
• Build and strengthen client relationships through proactive communication, responsiveness, and thought leadership
• Guide apportionment, revenue sourcing, and tax forecasting across income, business activity, and indirect taxes
• Conduct and oversee multistate tax research to support positions and identify planning opportunities
• Develop tools, process improvements, and technology driven solutions including tax engines, automation, and analytics to enhance client efficiency
• Monitor and implement strategies in response to new state and local tax legislation
• Manage, develop, and mentor SALT professionals by providing coaching, feedback, and growth opportunities
• Lead multiple client service teams to plan, execute, and deliver tax projects on time and within budget
• Foster a culture of excellence, innovation, and client centered service

Tax Director – SALT, Income/Franchise

• Preparation of individual, trust, gift, partnership, corporate, and S-corporation tax returns, extensions, and quarterly estimates
• Reconcile retained earnings, analyze general ledgers, and prepare appropriate journal entries
• Prepare year-end individual tax projections and year-end close-outs of loan-out corporations
• Expand technical skills in tax areas relevant to the entertainment industry and high-net-worth individuals and families
• Review federal and state tax notices received by clients and correspond with taxing authorities in response to notices
• Assist with compiling information in preparation for governmental audits
• Prepare financial statements for high-net-worth clients, including recording investment activities from brokerage accounts
• Manage time efficiently and handle multiple tasks simultaneously with minimal supervision
• Develop strategic tax planning and tax research skills