Armanino

Manager

• 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.
• Partner with the Sales team to coordinate software demonstrations, develop Statements of Work (SOWs), and support business development initiatives.
• 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.

Business Central Engagement Manager

Procurement

• Lead day-to-day accounting operations for multiple clients, including general ledger, accounts payable, accounts receivable, payroll, and period-end close.
• Manage accounting across multiple entities, including intercompany transactions and consolidated reporting.
• Manage investment, fund, and trust accounting, including alternative investments, capital accounts, distributions, and complex ownership structures.
• Communicate routinely with senior executives, advisors, and client decision-makers regarding financial close, issues, and deliverables.
• Train, supervise, and mentor staff accountants on day-to-day functions and family office-specific processes.
• Assist with onboarding new clients, including process setup, allocation of resources, and staff training.
• Participate in and lead accounting software implementations or integrations.
• Assist in corporate and business owner tax matters as applicable.

Senior Consultant, Family Office Outsourcing

Project Manager

• Manage and coordinate end-to-end execution of internal initiatives supporting Partners and Senior Directors, including business development, resourcing, and administrative operations
• Serve as a central point of coordination between leadership and internal teams, ensuring alignment, clear communication, and timely follow-through
• Project manage business development activities, including tracking pursuits, coordinating inputs, managing timelines, and ensuring leadership readiness
• Support BOS resourcing efforts by coordinating staffing needs, tracking capacity, managing dependencies, and facilitating communication across delivery teams
• Develop and maintain structured project plans, trackers, and timelines to manage priorities, action items, and deliverables across multiple workstreams
• Prepare materials, reports, and summaries for leadership meetings, reviews, and internal forums
• Proactively identify risks, bottlenecks, and competing priorities, escalating issues and recommending solutions to keep initiatives on track
• Track commitments and decisions, ensuring accountability and timely execution across stakeholders
• Drive continuous improvement of internal workflows, identifying opportunities to streamline processes and improve operational efficiency
• Handle sensitive and confidential information with discretion and professionalism
• Ensure compliance with internal policies, procedures, and firm standards.

• Manage SOX 404 and Internal Audit engagement(s) and workflow of all client deliverables for multiple clients and engagements to minimize risk and surprises, optimize engagement economics, satisfy service objectives, and meet internal and external deadlines.
• Identify and resolve technical issues impacting the engagement.
• Lead the engagement planning process in terms of timing, risk assessment and readiness assessments.
• Determine and approve staffing and other resource needs, and related engagement work schedules.
• Review engagement work papers and related deliverables to ensure that firm and professional standards are met.
• Delegate assignments to supervisors considering their skills, development needs, schedule, and engagement economics.
• Continually build on technical expertise in SOX 404, internal audit, accounting, relevant information technology standards, and audit methods by attending continuing professional education courses or utilizing other training resources.
• Conduct or review research of complex or new controls, accounting and information security issues and prepare memorandums to support solutions.
• Keep senior managers and partner informed about client updates, engagement and budget to actual status, and technical issues.
• Assist in developing fee quotes and budgets.
• Prepare of client billings and collection of outstanding accounts.
• Utilize assurance department methodologies, processes, and tools to enhance assurance engagement efficiencies and overall client profitability.
• Develop into a trusted advisor by being the primary point of contact for client throughout the year to discuss updates in their business, needs and potential solutions, accounting related issues and potential solutions, in addition to engagement management matters.
• Knowledgeable about the services and capabilities of partners and other service lines and seek to identify other services that will benefit the client.
• Involve in the early stages of practice development activities including developing a professional network or referral sources, assisting in proposals, or writing articles for publication and assisting partners in their practice development activities.
• Participate in activities to develop and improve firm and department business processes.
• Serve as an instructor in training programs and meetings.
• Develop less experienced department professionals by providing formal performance feedback, career counseling and mentoring.

Manager, Business SOX IA

Account Manager

• 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

• Own and manage the full accounts payable and bill pay process from invoice intake through approval and payment
• Process high-volume vendor payments accurately and timely using AgilLink and/or QuickBooks
• Ensure proper coding, approvals, and documentation for all disbursements
• Maintain organized AP workflows and support managers by handling day-to-day bill pay independently
• Monitor cash balances and coordinate transfers as needed
• Support music and touring clients with financial operations and bill pay related to tours
• Process tour payroll and coordinate payments for touring personnel and vendors
• Understand touring financial flows, timing, and high-volume transaction environments
• Prepare bank and credit card reconciliations and resolve discrepancies
• Maintain accurate books on a primarily cash-basis accounting model (approx. 95%)
• Ensure transactions are recorded accurately and timely

Account Manager II, Business Management

Accounting Manager

• 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
• Oversee and support Workday administration including A/R, WIP/Budget, and Billing modules
• Liaison on behalf of the client with external auditors, tax preparers, 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, Outsourced Accounting Services

Account Manager II, Family Office Account Management

Financial Planning and Analysis

• Prepare financial and KPI reporting packages, including variance analysis and presentations that translate data into clear, actionable insights for senior leadership.
• Build and maintain financial models supporting business decisions across revenue, expenses, profitability, scenario planning, and ad hoc analyses.
• Develop and support budgeting and forecasting processes, including template creation, data consolidation, and ongoing refinement.
• Serve as a client-facing advisor, communicate findings clearly, and influence decisions at the CEO and CFO level.
• Manage deliverables across a portfolio of clients, balancing timelines and maintaining quality and responsiveness for each engagement.
• Keep client engagement managers informed on work status, value delivered, and any items of concern.
• Identify opportunities to improve reporting processes and enhance efficiency across client engagements.
• Leverage Armanino's internal network of CFOs, Controllers, and subject matter experts to deliver quality expertise on behalf of clients.

Senior Consultant, Business Outsourcing Services – Finance

• Lead and provide direction to a small team (pod) of Managers and staff across multiple clients
• Plan, direct, and coordinate with clients and financial management outsourcing teams to deliver timely and accurate monthly finance and accounting services
• Serve as a subject matter expert for Family Office-specific accounting
• Provide technical guidance on US GAAP requirements
• Contribute to the development and maintenance of accounting systems to support operational efficiency and financial transparency
• Perform detailed reviews of periodic internal-use and compiled financial statements and supporting schedules
• Act as a liaison between clients and external auditors, internal stakeholders, and other service providers
• Foster collaborative, proactive relationships with clients and internal teams to ensure timely and accurate data collection for reporting
• Support business development through participation in prospect meetings, pricing, and drafting engagement letters
• Guide and support onboarding of new clients, including staff and client training, resource planning, and work allocation
• Coach and develop staff consultants and senior consultants, serving as a Performance Coach to support career growth and skills development

Senior Manager, Family Office Outsourcing

• Perform technical reviews of tax returns for high-net-worth individuals
• Provide consultation on business and/or personal transactions
• Manage larger and complex engagements and workflow of multiple clients
• Review or conduct high level research of complex or emerging tax issues
• Engage with our internal business development department
• Contribute to technical publications and engaging in speaking opportunities
• Develop our internal professionals by leading formal learning opportunities/trainings
• Continually build on technical expertise in taxation by attending continuing professional education courses

Tax Director, Private Client Advisors – Estate, Gift & Trust

Consultant

• Lead the entire integration development lifecycle, from gathering requirements to deployment and ongoing maintenance, ensuring seamless technical support.
• Demonstrate advanced knowledge of all available Workday Integration Tools, including EIB, Core Connectors, Cloud Connect, Document Transforms, and Workday Studio, to architect and develop robust integrations.
• Provide configuration expertise across Workday projects, ensuring adherence to security protocols and driving governance and management initiatives across all modules.
• Design and develop technical solutions aligned with business requirements, utilizing components such as EIB, Report Based, Studio, SOA, and BPEL integrations.
• Drive improvements through the optimization and automation of manual processes, enhancing scalability and efficiency within the Workday environment.
• Act as the primary point of contact for monitoring and triaging Workday-related IT issues, while collaborating with cross-functional teams to understand end-user needs and streamline system processes.
• Exhibit excellent verbal, analytical, and written communication skills, fostering collaborative relationships with stakeholders at all levels and providing responsive decision-making to drive business results.

Senior Integrations Consultant, Workday

IT Support

• Assume overall responsibility for the planning, execution, and completion of multiple healthcare assurance engagements
• Manage engagement workflows and deliverables to minimize risks and surprises
• Lead engagement planning, including scheduling, staffing, risk assessments, and overall audit approach
• Review engagement workpapers and reports to ensure compliance with firm policies and regulatory standards
• Provide ongoing coaching and mentoring to supervisors and staff
• Monitor budgets to actual and actively manage engagement profitability

Health Care Audit Manager

• Collaborate with clients to understand their business requirements and translate them into effective Workday HCM and Compensation 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.

Senior Workday Consultant, HCM Core & Compensation

• Manage the engagement and workflow of all deliverables for multiple clients, including audited, reviewed and compiled financial statements, and internal control and management letters; to minimize risks and surprises, optimize engagement economics, satisfy service objectives, and meet internal and external deadlines.
• Identify and resolve accounting and audit technical issues impacting the engagement.
• Lead the engagement planning process in terms of timing, resources, risk assessment, reliance on internal controls, or other engagement approach.
• Determine and approve staffing and other resource needs, and related engagement schedules.
• Review engagement work papers and related deliverables to ensure that firm and professional standards are met.
• Delegate assignments to supervisors considering their skills, development needs, schedule, and engagement economics.
• Participate in the peer review process.
• Continually build on technical expertise in accounting, financial reporting, and audit methods by attending continuing professional education courses or utilizing other training resources.
• Conduct or review research of complex or new accounting and financial reporting issues and prepare memorandums to support solutions.
• Coordinate and monitor the services provided by other departments and niches as they relate to the engagement(s).
• Keep the partner informed about client updates, engagement, budget to actual status, and technical issues.
• In the process of developing at least one area of industry expertise.
• Assist in developing fee quotes and budgets.
• Preparation of client billings and collection of outstanding accounts.
• Utilize assurance department methodologies, processes, and tools to enhance assurance engagement efficiencies and overall client profitability.
• Develop into a trusted advisor by being the primary point of contact for client throughout the year to discuss updates in their business, needs and potential solutions, accounting related issues and potential solutions, in addition to engagement management matters.
• Know about the services and capabilities of partners and other service lines, and seek to identify other services that will benefit the client(s).
• Prepare presentations for audit exit, audit committee meetings and board meetings.
• Involve in the early stages of practice development activities including developing a professional network or referral sources, assisting in proposals, or writing articles for publication and assisting partners in their practice development activities.
• Participate in activities to develop and improve firm and department business processes.
• Serve as an instructor in firm and department training programs and meetings.
• Develop less experienced professionals by providing formal performance feedback, career counseling and mentoring to those below manager.