Armanino

Director

• Lead the fraud and forensic practice and help manage the team
• Grow the practice by selling new business and hiring and building a team
• Manage dispute, fraud, forensic, and litigation support consulting engagements
• Prepare and/or review detailed financial models and economic damages calculations
• Lead fraud investigations, including embezzlement, financial reporting fraud, Ponzi schemes, and health care fraud
• Lead dispute and litigation consulting matters
• Support business development by preparing proposals and attending industry and networking events
• Oversee and execute A+ client delivery
• Lead, mentor, and professionally develop CFO Advisory team members
• Build team culture for scaling a hyper-growth consulting business
• Cultivate relationships with senior executives and private equity sponsors to generate projects
• Support business development with client delivery or sector-specific expertise
• Foster a growth and business development mindset
• Act as a thought leader in the market
• Deliver fact-driven, solution-oriented consulting engagements meeting Armanino’s A+ Execution standard
• Supervise execution teams, provide senior project leadership, and manage evolving client needs

Director, Fraud – Forensics

Financial Planning and Analysis

• Lead teams to drive corporate recovery, restructuring, exit strategies, non-performing or distressed investments, and insolvency
• Responsible for hands on management of project teams, including directing other team members, and managing outside professionals involved in the engagement and client personnel
• Apply project management skills to ensure projects are scoped properly, appropriate priorities are established, implementation plans are developed and executed, and projects meet client expectations
• Analyze client business plans, debt capacity, competitive positioning and strategy, key-contracts and relationships, and regulatory considerations
• Develop turnaround strategies with contingencies to assist with client initiatives and identify/evaluate potential restructuring/financing alternatives
• Apply operational business experience along with accounting, finance, and analytical skills to various client situations and practice disciplines including, but not limited to, asset identification and monetization, creditor negotiation and settlement, financial modeling, financial statements and projections assessments, business plan evaluations, and project management
• Drive development of integrated financial modeling/projections, cash flow forecasts, business plans, financial models, and other support as needed
• Perform financial reviews and provide implementation services for liquidations, bankruptcy and receiverships
• Proactively lead business development efforts and initiatives by instigating and managing marketing activities
• Prepare reports, written analyses, presentations, quantitative exhibits, and other client deliverables regarding project scope and/or results of work performed
• Lead, mentor and professionally develop team members, actively participating in the career advisory and performance review process. Provide knowledgeable guidance and direction to associates in the development of intricate financial models and other analyses

Director, Corporate Finance – Restructuring

Solutions Engineer

• Partner with sales teams to shape and advance data and AI opportunities
• Lead discovery sessions to identify business challenges, data needs, and AI use cases
• Design and present end-to-end solutions using Microsoft Fabric
• Translate technical concepts into clear business value and ROI narratives
• Support proposals, RFPs, and solution scoping
• Design modern data platforms using: Microsoft Fabric (Lakehouse, Warehouse, Power BI, Data Factory)
• Scalable, secure, and governed architectures
• Guide clients through data modernization and migration strategies
• Define best practices across data modeling, pipelines, and analytics
• Identify and shape AI use cases tied to business outcomes
• Position and help sell: AI Launchpad workshops, AI Factory delivery model
• Connect data platform capabilities to AI enablement
• Lead client discussions, whiteboarding sessions, and solution presentations
• Build relationships with business and technology stakeholders
• Communicate the “Art of the Possible” across data and AI
• Facilitate or support AI Launchpad workshops
• Contribute to AI strategy and roadmap development
• Help evolve AI Factory offerings and go-to-market assets
• Support early-stage delivery and mentor team members
• Contribute to thought leadership (events, webinars, content)

AI & Data Analytics Presales Solution Architect

• Lead the full lifecycle of D365 Business Central implementations, from project planning through to go-live and post-implementation support.
• Collaborate closely with internal departments and clients to identify business requirements, providing expert guidance on how D365 Business Central can meet and exceed those needs.
• Develop, document, and continuously improve processes and procedures to enhance service delivery, documenting best practices, and contributing to the knowledge base.
• Trusted advisor for our clients and teams providing consulting services as needed, leveraging deep system knowledge to provide recommendations and solutions that align with client goals.
• Provide regular, clear, and concise project status reports, and engage in proactive discussions with clients to ensure satisfaction and address any concerns.
• Lead and facilitate client and team meetings, with the ability to convey complex concepts to both technical and non-technical audiences, staff level through c-suite.
• Serve as the main point of contact for all D365 Business Central-related inquiries and issues, providing technical support and troubleshooting assistance as required.
• Design and deliver comprehensive training programs to ensure client and employee proficiency in D365 Business Central functionalities.
• Stay informed of the latest D365 Business Central releases, features, and industry trends, advising clients on how to leverage new functionalities to improve their operations.

Delivery Director, D365 Business Central

• Lead the growth of Armanino’s Valuation and Financial Modeling practice, including revenue generation, market expansion, talent development, operational performance, quality control, and strategic planning.
• Drive new business development efforts through networking, referrals, industry involvement, and cultivation of relationships with clients, attorneys, private equity sponsors, investment bankers, and other centers of influence.
• Serve as a trusted advisor to clients on complex valuation and financial modeling matters, including financial reporting, tax planning, transaction support, litigation support, strategic planning, and decision-support analyses.
• Lead and oversee complex valuation and financial modeling engagements, ensuring technical quality, timely delivery, effective client communication, and adherence to Armanino’s A+ Execution standards.
• Collaborate closely with the Forensics practice to deliver integrated client solutions across valuation, dispute consulting, forensic investigations, damages analyses, and litigation support engagements.
• Build and deepen relationships with senior executives, business owners, legal counsel, private equity sponsors, investment bankers, and other centers of influence to generate opportunities and expand market presence.
• Oversee engagement economics, including budgeting, realization, utilization, billing, collections, and overall practice profitability.
• Lead, mentor, and develop valuation professionals while building a collaborative, growth-oriented team culture that supports hiring, coaching, performance management, career development, and practice scalability.
• Build team culture and create an environment that supports growth, collaboration, and scalability.
• Provide strategic oversight of financial analyses and valuation models utilizing income, market, and asset-based approaches.
• Support the preparation and review of valuation analyses for financial reporting (ASC 805, ASC 350), tax planning, 409A/ASC 718, gift and estate tax, mergers and acquisitions, litigation support, and other valuation-related matters.
• Serve as a thought leader in the valuation marketplace through speaking engagements, publications, networking events, and professional organizations.
• Foster a commercial mindset across the Valuation and Forensics teams by coaching professionals to identify client needs, surface cross-practice opportunities, and contribute to sustainable practice growth.

Managing Director, Valuations

• Own and oversee a portfolio of complex public and private clients, providing executive level advisory on equity plan administration and equity related considerations.
• Provide senior technical guidance on equity programs and stock based compensation.
• Oversee delivery of equity services to ensure engagements meet Armanino’s A+ Execution standards for quality, accuracy, and client experience.
• Act as the senior escalation point for complex equity matters, including audits, transactions, system conversions, and regulatory inquiries.
• Support equity considerations related to transactions, including cash to accrual impacts, opening balance sheets, and purchase accounting, as they relate to equity plans.
• Lead, mentor, and professionally develop Senior Managers, Managers, and broader equity team members, actively participating in career advisory and performance reviews.
• Build and scale a high performing equity team within FAAS, fostering a collaborative, growth oriented culture.
• Cultivate and maintain relationships with senior client executives and private equity sponsors, leveraging those relationships to identify new opportunities and expand engagements.
• Support business development efforts by providing equity subject matter expertise, thought leadership, and client delivery support.
• Serve as a market facing leader and thought partner on equity administration trends, best practices, and emerging issues.
• Supervise overall team execution across engagements, ensuring consistency, efficiency, and scalability of equity services.

Equity Director, Finance and Accounting Advisory Services

• Lead teams to drive corporate recovery, restructuring, exit strategies, non-performing or distressed investments, and insolvency.
• Responsible for hands on management of project teams, including directing other team members, and managing outside professionals involved in the engagement and client personnel
• Apply project management skills to ensure projects are scoped properly, appropriate priorities are established, implementation plans are developed and executed, and projects meet client expectations
• Analyze client business plans, debt capacity, competitive positioning and strategy, key-contracts and relationships, and regulatory considerations
• Develop turnaround strategies with contingencies to assist with client initiatives and identify/evaluate potential restructuring/financing alternatives
• Apply operational business experience along with accounting, finance, and analytical skills to various client situations and practice disciplines including, but not limited to, asset identification and monetization, creditor negotiation and settlement, financial modeling, financial statements and projections assessments, business plan evaluations, and project management
• Drive development of integrated financial modeling/projections, cash flow forecasts, business plans, financial models, and other support as needed
• Perform financial reviews and provide implementation services for liquidations, bankruptcy and receiverships
• Proactively lead in business development efforts by instigating and managing marketing activity
• Prepare reports, written analyses, presentations, quantitative exhibits, and other client deliverables regarding project scope and/or results of work performed
• Lead, mentor and professionally develop team members, actively participating in the career advisory and performance review process.
• Provide knowledgeable guidance and direction to associates in the development of intricate financial models and other analyses

Senior Manager, Corporate Finance – Restructuring

• 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 clients, auditors, or the SEC
• Assist in the design and implementation of new accounting policies and procedures
• Assess and improve financial accounting close process
• Liaison on behalf of the client with external auditors and internal decision makers
• Assist with Cash to Accrual Accounting after a transaction
• Lead and manage projects while coordinating directly with clients
• Supervise and mentor staff

Senior Manager, Finance and Accounting Advisory Services

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