Armanino

Financial Planning and Analysis

• 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.

Workday Financials Consultant, Procure to Pay

Technical Product Manager

• Own the end‑to‑end development lifecycle for our platform and unified client gateway—collaborating with engineering, design, and subject matter experts.
• Define and drive the team’s product strategy and roadmap, aligning with business goals, user needs, and technical feasibility.
• Facilitate transparent, cross‑functional prioritization to maintain and communicate a living roadmap that balances new capabilities, technical debt, and operational reliability.
• Understand business requirements and translate them into clear, actionable product requirements and user stories, organizing and prioritizing the development backlog for engineering teams.
• Collaborate closely with technical teams, business stakeholders, and process owners to identify and drive the change necessary to deliver impact, regardless of where it needs to happen.
• Lead effective integrations between our products and other enterprise systems, including vendor offerings.
• Drive effective decisions on when to build vs buy vs partner to deliver results.
• Own production validation, feature testing, and bug verification to ensure high‑quality, reliable releases.
• Support change management and go‑to‑market efforts for new platform capabilities, including documentation, release notes, and help center content.
• Partner with customer enablement, marketing, and change management teams to support demos, training, onboarding, and adoption.
• Manage feature flags and release gating, determining which users gain access to which capabilities and when.
• Conduct structured beta testing and usability research, synthesizing feedback and prioritizing improvements ahead of general availability.
• Research market trends, competitor offerings, and emerging technologies to identify opportunities to improve platform capabilities.
• Collaborate with product analytics to define and track success metrics, interpret usage data, and communicate outcomes to stakeholders.
• Mentor and guide other product managers, fostering their growth and raising the bar for product management practices across the team.
• Keep business unit leaders and executive stakeholders informed and aligned on strategy, progress, and risks.
• Support business unit technology strategy, including architecture alignment and integration of third‑party solutions.
• Stay current with product management best practices and AI trends, incorporating modern tools, frameworks, and capabilities into the platform and delivery process.
• Hold a high bar for security, user experience, reliability, quality, and ways of working.

Senior Technical Product Manager

• Perform technical review of partnership and corporation tax returns.
• Coach others and encourage them to take ownership of their personal development
• Ability to identify and research common tax issues that arise in client engagements.
• 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
• Provide consultation on business and/or individual tax transactions (if applicable), the related tax implications, consequences, and treatment
• Develop responses to IRS and other regulatory and tax authorities' audits, notices and inquiries

Senior Tax Associate – Private Equity

• Preparation and review 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
• 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 strong coaching skills to mentor key talent

Senior Tax Associate, Real Estate

• 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

Tax Associate, Real Estate

Systems Engineer

• Design, document, and communicate end-to-end Workday solutions, encompassing integrations, data transformations, reporting, and business processes.
• Deliver technical documentation such as process maps, data flow diagrams, and solution design artifacts, and continuously improve documentation quality over time.
• Deploy technical solutions efficiently, meeting agreed-upon timelines and delivering results in a timely manner.
• Proactively forecast and manage workload, demonstrating strong self-management and initiative as a self-starter.
• Effectively juggle multiple projects simultaneously, maintaining high standards of quality and performance across all deliverables.
• Ensure that all business systems comply with relevant regulations and security standards.
• Participate in Change Management processes performing architecture reviews, risk assessments, and aiding in the decision-making process
• Lead and execute data analysis, transformation, and load activities to support Workday operations
• Develop growing subject matter expertise in Workday technical capabilities including security design, reporting, data management, and integrations across functional areas (HCM, FINS, PSA).
• Partner with business analysts and functional leads to evaluate the feasibility of technical and business requirements.
• Support issue investigation and escalation by partnering with cross team engineers on Workday design decisions.
• Collaborate with Workday Security Team to validate architectural decisions align with access policies, SOC controls, and data privacy standards.
• Ensure that technical designs incorporate role-based access, audit controls, and user provisioning best practices.
• Work closely with integration developers, data engineers, and platform teams to deliver aligned and cohesive solutions.
• Act as a bridge between business and IT, facilitating informed solutioning across stakeholders.
• Serve as Ambassador to the Data & Architecture team members acting as a point of escalation and SME for the Workday Platform.

Workday Systems Engineer

Analyst

• Lead advanced configuration and troubleshooting across Workday HCM, Compensation, and Recruiting , ensuring alignment with business needs and Workday best practices.
• Serve as the primary escalation point for highly complex issues, conducting root cause analysis and implementing long-term solutions.
• Maintain system integrity through routine audits, configuration reviews, and proactive monitoring.
• Evaluate, recommend, and implement new features, enhancements, and optimizations to improve system performance and user experience.
• Oversee daily operations and workflow execution within HCM, Compensation, and Recruiting to ensure timely, accurate processing.
• Partner with business stakeholders to analyze current processes, define future-state designs, and identify opportunities for automation or efficiency improvements.
• Support and occasionally lead cyclical processes such as year-end, merit, benefits, onboarding, and compliance audits.
• Identify and implement process improvements to reduce manual effort and enhance data accuracy.
• Coordinate unit testing, regression testing, and validation for major Workday releases, enhancements, and configuration changes.
• Drive the UAT process, including test planning, scenario creation, execution support, and defect resolution.
• Review biannual Workday release notes to assess impacts, determine adoption opportunities, and communicate key changes to stakeholders.
• Ensure all configuration changes adhere to governance, documentation requirements, and internal risk controls.
• Build and maintain advanced Workday reports, dashboards, and data visualizations to support business insights and decision-making.
• Conduct ongoing data quality audits, identifying trends, anomalies, and opportunities for improved transparency.
• Partner with stakeholders to design scalable reporting solutions that support compliance and operational needs.
• Work closely with HR team, SME Leads, and operational partners to gather requirements and provide expert-level Workday guidance.
• Collaborate with adjacent Workday modules and downstream system owners to ensure data consistency and cohesive end-to-end processes.
• Mentor junior and Analyst-level team members in configuration, troubleshooting, documentation, and Workday best practices.
• Participate in enterprise initiatives, representing the Workday function as a subject matter expert.

Senior Analyst – Workday HCM

Consultant

• Supervise, plan, and perform procedures around ITGCs for SOX and Internal Audit engagements and various consulting client engagements.
• May also provide support around ITGC assessments for financial statement audit clients.
• Serve as a regular contact for SOX and internal audit clients, building and maintaining strong working relationships with client management and control owners.
• Lead, mentor, and develop staff members, providing ongoing coaching guidance and oversight under the supervision of a Manager and/or Director/Partner.
• Demonstrate an understanding of basic and moderately complex workpaper preparation
• Analyze control activities and supporting documentation and draw logical conclusions
• Exercise professional skepticism in the critical assessment of audit evidence
• Identify, assess, and document controls and weaknesses in client accounting systems
• Thoroughly evaluate assigned areas of controls testing and identify potential points for improvement
• Develop an understanding of client businesses related to assigned assurance areas
• Know and apply specialized knowledge, rules, regulations, and code of ethics of the AICPA
• Perform timely review of staff workpapers and provide constructive feedback
• Perform some management duties, including: first level quality review of workpapers, directly report to Manager and/or Director/Partner and attend board/client presentations/meetings

Senior Consultant, IT SOX IA

Senior Tax Associate – Real Estate

• Lead monthly growth/pipeline, revenue, and staffing projections, ensuring accuracy, consistency, and scalability.
• Interpret and evaluate monthly business performance, including budget variance, KPIs, and trend analysis.
• Identify risks and opportunities and deliver clear, actionable recommendations to leadership.
• Partner with Audit & Attest leadership to develop and maintain costing and profitability models.
• Assess customer and engagement profitability and support profit optimization initiatives.
• Prepare executive-level reports and presentations for senior leadership.
• Collaborate with Audit & Attest Operations, Resource Management, and Firm Operations teams to align planning, reporting, and analytics.
• Foster a positive, collaborative environment that empowers team members to deliver high-quality insights and support excellent client experiences.

Audit & Attest Strategic Planning Director

• Review and coordinate preparation of 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
• Advise clients on a full spectrum of tax services, including planning, research, compliance, allocations and general transactional activities
• Review or conduct high level research of complex or emerging tax issues and prepare memorandums to support conclusions
• Review and confirm assignment objectives, scope and work plan with client
• Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles
• Analyze billing and assist with accounts receivable collections from clients
• Assist with new business development, extended service and tax issue recognition for existing clients
• Seek regular client assessment of assignment progress and overall feedback on performance
• Coach and mentor staff and seniors on client engagements and career path
• Consult with high-net-worth clients and their team of advisors as needed on income tax planning, trust, estate, and inheritance tax planning.

Tax Supervisor – Private Client Advisors

Business Intelligence Developer

• Development of BI dashboards and complex analysis with large quantities of financial and operational data
• 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
• Obtain and clean data through extract, transform, and load (ETL) best practices with controls to ensure data accuracy
• 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

Senior Financial and Business Intelligence Analyst

• Preparation and review of tax returns for Individuals, Partnerships, S and C-corporations
• Conduct online tax research
• 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 strong coaching skills to mentor key talent
• Train, develop, and mentor Interns and Staff

Senior Tax Associate, Privately Held Business

Account Executive

• Sell Microsoft Dynamics 365, (with Business Central - BC being the primary focus) and the Microsoft Stack of business applications – (eg. Power Platform etc.) as well as Strategy and Transformation, Advisory Services, Workday, and Outsourcing.
• Build awareness and develop possible sales opportunities for other Armanino products and services such as Strategy and Transformation, Organizational Change Management, Managed Services or tax and audit services.
• Track record of success in software solution selling and exceeding targets.
• Manage all aspects of sales for new business opportunities throughout the entire process from prospecting and scoping through proposal writing and contract negotiations.
• Aggressively research, identify, contact and qualify leads.
• Continuously build and maintain robust pipeline and opportunities.
• Actively participate in marketing initiatives to generate leads including webinars, trade shows, industry events, etc.
• Build and leverage strong sales partner relationships with Microsoft Dynamics selling teams.
• Effectively communicate and build ongoing relationships with prospects, clients and personnel via telephone, email, networking and in-person.
• Work effectively in a team environment

Workday Financials Consultant, Procure to Pay

Senior Technical Product Manager

Senior Tax Associate – Private Equity

Senior Tax Associate, Real Estate

Senior Tax Associate, Real Estate

Tax Associate, Real Estate

Workday Systems Engineer

Senior Analyst – Workday HCM

Senior Consultant, IT SOX IA

Senior Tax Associate – Real Estate

Audit & Attest Strategic Planning Director

Tax Supervisor – Private Client Advisors

Senior Financial and Business Intelligence Analyst

Senior Tax Associate, Privately Held Business

Senior Sales Executive, Business Central