Armanino

• Develop and deliver Power BI dashboards and reports to support tax and operational insights
• Serve in a hands-on role for a tax professional who enjoys building solutions, working in the details, and bringing ideas from concept to execution
• Rapidly build, iterate, and enhance reporting solutions based on business needs
• Partner with tax and Tax Operations teams to translate requirements into functional visualizations and other automation solutions including automated workpapers
• Support low‑code application and workflow development using Power Platform and others tools
• Maintain, optimize, and document requirements for tax technology assets to be built based on prioritizations from tax technology group
• Track requirements and continuously enhance assets based on feedback from the tax practice and leadership
• Ensure data accuracy, usability, and consistency across reporting solutions
• Support standards and best practices for reporting and low‑code development

Senior Associate, Tax Technology Analytics – Automation

Consultant

• Lead the execution and review of complex securities valuation projects for financial reporting, tax reporting, and management decision-making purposes, including convertible debt, contingent consideration, equity compensation, TSR awards, debt, swaps, and embedded derivatives
• Develop, customize, and interpret valuation models including PWERM, binomial lattice, Monte Carlo simulation, Black-Scholes frameworks, and other option-pricing and scenario-based models
• Independently analyze legal and financial agreements (derivatives, options, warrants, and other instruments) to identify key valuation inputs and appropriate methodologies
• Manage multiple concurrent engagements, ensuring quality, budget adherence, and timely delivery
• Take ownership of internal initiatives, process improvements, and key performance metrics within the practice.

Senior Consultant – Valuation, Complex Securities

• Review and coordinate preparation of tax returns as it relates to high-net-worth individuals
• Advise clients on a full spectrum of tax services, including planning, research, compliance
• Review or conduct high level research of complex or emerging tax issues
• Review and confirm assignment objectives, scope and work plan with client
• Analyze billing and assist with accounts receivable collections from clients
• Assist with new business development and tax issue recognition
• Seek regular client assessment of assignment progress and overall feedback on performance
• Coach and mentor staff and seniors on client engagements

Tax Manager, Private Client Advisors

• Prepare the firm’s federal and state partnership tax returns and related workpapers
• Prepare partner K-1s and respond to partner-level tax inquiries.
• Assist with quarterly and annual estimated tax calculations & projections, state PTET compliance, and other tax payments.
• Assistance with sales & use tax filings as needed.
• Maintain and reconcile partner capital accounts and allocations.
• Research and analyze tax issues impacting the firm, including state apportionment and tax law changes.
• Collaborate with internal finance and accounting teams to gather necessary data.
• Support responses to tax notices and inquiries from taxing authorities.
• Contribute to process improvements and documentation for internal tax workflows.
• Flexibility to assist with additional tasks as needed.

Senior Associate, Firm Tax

Financial Planning and Analysis

• Act as a trusted advisor to Business Unit (BU) leadership, providing financial insights and recommendations that shape strategic decisions.
• Perform meaningful financial analyses with large data sets to aid business decision-making, including revenue trends, profitability, expense management, and ad hoc analyses.
• Serve as the primary finance partner for BU leaders; translate business goals into financial impacts and deliver well-reasoned recommendations.
• Support planning processes including budgeting, forecasting, and long-range planning through partnerships with business partners.
• Advise on soundness of financial assumptions and outcomes.
• Own revenue and operating expenses for assigned BUs, including workforce expense management and headcount planning.
• Prepare and present financial and operational reporting packages, including variance analyses, metrics/KPIs, and data visualization.
• Communicate complex concepts to senior leaders in a clear and actionable manner.
• Utilize a deep understanding of revenue and pipeline drivers to identify growth opportunities and influence business decisions.
• Design and build driver-based revenue and margin models (pricing, volume/mix, rate realization, pipeline/bookings dynamics) for scenario analysis.
• Monitor leading indicators and KPIs to highlight risks/opportunities and proactively recommend actions.
• Identify and provide recommendations for cost efficiencies; quantify savings and track realization.
• Collaborate cross-functionally with operations, sales, and HR to align financial plans with business objectives.
• Champion financial literacy within the business by explaining key metrics and drivers to non-finance stakeholders.

Senior Manager, FP&A

Account Executive

• Lead sales efforts for Armanino’s NetSuite ERP service area, managing the full sales cycle from lead generation through contract negotiation and close.
• Drive new business through networking, attending industry events and tradeshows, and leveraging marketing initiatives.
• Build and maintain a strong pipeline of qualified NetSuite opportunities, consistently achieving revenue growth targets.
• Collaborate with NetSuite solution architects, implementation teams, and cross-functional experts to deliver tailored ERP solutions.
• Identify and pursue cross-selling opportunities across Business Outsourced Services, CFO Advisory, integration, and AI capabilities.
• Develop and maintain strong relationships with internal teams, prospects, and clients through effective communication and collaboration.
• Operate independently with a proactive mindset, managing multiple priorities in a fast-paced, results-driven environment.

Account Executive – NetSuite

Account Manager

• Serve as a primary point of contact for assigned clients, ensuring proactive communication and high-quality service delivery
• Oversee cash management activities, including monitoring balances, processing transfers, and approving wire transactions
• Review and approve client invoices and oversee timely bill payment processes
• Prepare, review, and analyze financial statements and general ledger activity for accuracy and completeness
• Review cash flow statements, accounts receivable, and tax-related filings, including 1099s, payroll taxes, and applicable state and local forms
• Coordinate with third-party payroll providers and review payroll tax returns and related filings
• Support client insurance, credit, and vendor matters in collaboration with the team lead
• Prepare and review supporting documentation for tax examinations, credit applications, and other complex client needs
• Review the work of Account Manager IIs and contribute to training, mentorship, and team development initiatives
• Lead or participate in client meetings, cross-functional initiatives, and special projects

Account Manager III, Family Office

Director

• Defining and executing regional growth strategy
• Partner with industry and geographic leaders in the execution of the regional growth strategy
• Lead complex sales cycles leveraging Armanino tools and methods
• Managing complex business strategy, technology and process improvement projects & programs
• Leverage tools and techniques (Lean Six Sigma, Design Thinking, Organizational Change Management) to drive exceptional and measurable client outcomes
• Partner with Armanino and Client team members to solve complex business, process and technology challenges
• Create and deliver executive level and board level communications
• Partner with team and client to build business case and ROI model for follow on work
• Build great client relationships that result in high customer satisfaction and additional project or recurring work
• Lead growth initiatives across consulting, geographies and/or industry groups
• Partner with dedicated project managers to complete required project tasks including: Development and tracking of integrated project plans, estimating and tracking of integrated project plans, developing project deliverables to meet project objectives, coordinating across practices and processes to manage scope, risk and issues, and establishing project communication plans and ensuring key roles and responsibilities are in place
• Leverage use of knowledge management and learning from prior projects
• Establish and manage relationships with key client executives, stakeholders and Armanino subject matter experts across practice

Director, Strategy – Transformation

• Provide leadership oversight for Armanino’s fund administration and real estate accounting practice, including staffing strategy, utilization, capacity planning, and performance metrics.
• Own departmental metrics related to engagement delivery, efficiency, quality, and scalability; proactively identify opportunities to improve performance and resource alignment.
• Partner with leadership to scale the practice through standardized processes, training frameworks, and operational best practices.
• Manage Financial Services resources across the US and India, including staffing across engagements, workload balancing, professional development, and performance management.
• Build, mentor, and retain high-performing teams with strong technical depth in fund and real estate accounting.
• Serve as a senior escalation point for complex client matters, particularly those involving sophisticated fund structures and real estate entities.
• Occasionally oversee day-to-day operations for enterprise clients, providing strategic guidance, engagement oversight, and executive-level communication.
• Provide subject matter expertise across a wide range of fund and entity structures, including open- and closed-ended funds, joint ventures, special purpose vehicles (SPVs), and complex ownership structures.
• Demonstrate strong command of fund operations, including capital activity, investor reporting, waterfalls, fund economics, and performance metrics.
• Apply deep understanding of real estate accounting at both the fund and property/entity level.
• Lead onboarding for new clients, including data migrations from other service providers and implementation of standardized delivery models.
• Partner with leadership to drive automation and process improvement initiatives, including the use of AI and technology-enabled solutions.
• Collaborate with leadership to design, implement, and monitor internal controls that mitigate operational and compliance risk.
• Ensure consistency with GAAP standards and firm-wide policies.

Director, Financial Services Outsourcing

Procurement

• 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

• Serve as the primary escalation point for complex invoices, vendor issues, and non-standard billing arrangements.
• Review and approve high-risk or sensitive invoices, including large payments and multi-entity allocations, and provide clear feedback to improve quality and consistency across the team.
• Partner with leadership on high-risk payments and wires, ensuring proper documentation, approvals, and adherence to control frameworks.
• Support and partially own month-end close activities related to AP, cash, and key accounts, including reconciliations, journal entries, and close documentation.
• Ensure all invoices for the period are captured, approved, processed, or appropriately accrued, and proactively flag risks to close timelines.
• Assist with AP and expense variance analysis and prepare supporting schedules for tax or year-end reporting as needed.
• Identify recurring errors, inefficiencies, or control gaps and help implement practical, sustainable solutions.
• Contribute to the design and upkeep of SOPs, checklists, and improved workflows, including automation or AI-supported processes.
• Act as a senior operational point of contact for clients on AP and payment-related questions, timing, and escalations.
• Coordinate with vendors on escalated issues and support leadership in discussions around scope, SLAs, and priorities.
• Review work, mentor Account Manager II and AP staff, and support training efforts to raise the overall quality and effectiveness of the team.
• Model clear communication, strong documentation, and disciplined use of processes and controls.

Account Manager III – Family Office

• Maintain accurate and well-organized books for individuals and closely held businesses, ensuring data integrity and completeness
• Track, reconcile, and support reporting for investment activity across traditional, alternative, and private investments
• Prepare monthly, quarterly, and annual financial statements and related reports
• Process high-volume bill pay accurately and on time, ensuring proper documentation and approvals
• Monitor cash activity and assist with cash flow analysis and forecasting
• Process payroll and support payroll-related reporting and compliance requirements
• Collaborate with internal team members to address client inquiries and support more complex accounting matters
• Assist senior team members with special projects and process improvement initiatives

Account Manager II – Family Office

Manager, Professional Services Outsourcing

• Develop and maintain accounting principles, practices, and procedures to ensure accurate and timely financial statements
• Assume primary responsibility for responding to clients
• Address tight deadlines with a multitude of accounting activities including general ledger administration, financial reporting, AP, AR, payroll, and reconciliations
• Deliver exceptional service on time and on budget
• Routinely communicate with Senior Accounting Consultants relating to financial close, accounting issues, and deliverables
• Leverage multiple cloud based accounting systems, and integrated add-ons, to provide accounting services for our clients

Consultant II, Professional Services Outsourcing

• Preparation of tax returns for Individuals, Partnerships, S and C-corporations
• Conduct online tax research
• Communicate with the 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