Armanino

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 – Not for Profit Outsourcing

• Improve the lives of our clients by providing financial data that helps them grow, succeed and achieve.
• Develop and maintain accounting principles, practices and procedures to ensure accurate and timely financial statements.
• Address tight deadlines with a multitude of accounting activities including general ledger maintenance, financial reporting, cash flow management, AP, AR, payroll and reconciliations.
• Participate and lead accounting software implementations or integrations.
• Routinely communicate with senior-level executives and decision makers within each organization relating to financial close, issues and deliverables.
• Train and supervise staff accountants on day-to-day functions.
• Assist in corporate and business owner tax matters (as required).
• Lead the day-to-day accounting operations of various clients and coordinate staff and AP resources.

Senior Consultant, Nonprofit Outsourcing

• Plan, direct, and coordinate with staff for timely and accurate monthly finance and accounting services for family office clients.
• Provide technical expertise in US GAAP, multi-entity accounting, investment and fund accounting, alternative investments, and trust accounting.
• Oversee financial statement preparation and review, including consolidated reporting and supporting schedules for multiple entities.
• Liaison with external auditors, internal advisors, and client decision-makers.
• Lead client onboarding and transition, including process setup, allocation of resources, and staff training.
• Foster proactive relationships with clients and internal teams to ensure accurate and timely financial reporting.
• Coach and mentor staff consultants and senior consultants, supporting their technical and professional growth.
• Participate in business development efforts, including prospect meetings, pricing, and drafting engagement letters.
• Lead or participate in accounting software implementations and integrations (Sage Intacct preferred).

Manager, Family Office Outsourcing

Account Executive

• Sell Microsoft Dynamics 365, (with FSC / F&O 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.

Senior Sales Executive, Finance and Supply Chain

• Apportionment and revenue sourcing for income, business activity and indirect taxes
• State tax forecasting, tax planning and deep knowledge of tax law
• Coordinate the US State and Local income and franchise tax accrual process
• Manage State and Local tax return review
• Represent Client in Tax Controversies, implement state tax planning for corporations, individuals and partnerships
• Support tax engine consulting, optimization, training and implementation for Clients
• Areas of concentration will include: income franchise taxes, business licenses, sales & use taxes, other transactional taxes, property taxes and state credits and incentives
• Manage implementation and support the preparation of thought leadership related to any multistate income/sales tax related legislation enacted
• Conduct multistate technical research to support filing positions
• Develop tools to assist our clients to more efficiently manage the tax compliance process
• Make recommendations on business and process improvements related to SALT filings

Tax Associate – State and Local Tax

Onboarding Specialist

• Responsible for creation and setup of customers and projects based on allocation of work.
• Create and maintain templates in Workday.
• Responsible for creation of revenue and billing schedules needed for Workday PSA tool.
• Ensure all required contracts (Engagement Letters, Statements of Work, Change Requests) information needed for resource forecasts and workforce planning is captured.
• Recommend procedural and systems changes that will deliver quality service to customers.
• Onboard new customers onto the Armanino Access App and respond to customers with onboarding questions.
• Create operating procedure documentation for all onboarding processes.
• Assist in developing the strategy for customer creation and maintenance.
• Manage annual rollovers and renewals of recurring projects and engagements.
• Identify and help improve processes and standardizations.

Client Onboarding Specialist

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

Account Manager

• 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

Consultant

• Utilize DataSnipper Documine to pull required data out of contract and complete the Contract Info sheet.
• Utilize customized Alteryx tool to check for duplicate invoices and labor/material charges and markups within payment applications.
• Assist with the performance of periodic onsite and remote assessments regarding compliance with organizational policies and procedures, and effectiveness of controls.
• Assist with reviews of construction bid packages, proposals, amendments, and contracts.
• Assist with the review of change orders for appropriateness and accuracy.
• Perform in-process and closeout transactional cost and billings reviews of payment applications and supporting documentation.
• Assist project owners/developers, vendors, and contractors to identify cost avoidance and recoveries.
• Propose opportunities for cost avoidance and savings and project control improvements.
• Contribute ideas to standardize operational and financial processes including major strategic capital expenditure projects for a variety of industries.
• Assist with the preparation of written reports, communications and/or presentations to project owners/developers.
• Escalate cost issues and risks as necessary.
• Possess knowledge of construction delivery methods, procurement, contracting, and management processes, as well as contract types, incentive strategies, labor rate, and cost buildup techniques, and equipment pricing.
• Follow engagement methodologies including: following the Quality Assurance system, completing projects as assigned, maintaining a certain level of utilization.
• May participate in other audit and advisory engagements.
• Perform other duties as requested or assigned.

Senior Consultant, Construction Advisory

Manager

• Leads change management for the rollout of transformation activities led by the Transformation Office (TO) team in collaboration with the Senior Director, Practice Excellence, Department Operational Leaders, internal Operational Team Leads and the internal communications team.
• Drafting and tracking to the change management plan.
• Coordinates change management initiatives through planning, assessment, diagnosis, design, and implementation at a department/office level, as a member of the TO, and in close collaboration with internal communications.
• Ensure appropriate socialization and approvals are received for each change management plan
• Leads the measurement of change management efforts success, escalating risks and developing solutions to right size as necessary, actively collaborates with the Business Transformation Office and internal Operations teams to ensure alignment and support process improvement and change management firmwide.
• Evaluates all recommended changes and ensures implementation schedules do not interfere with business operations.
• Arranges and facilitates appropriate post-implementation review activities for changes.
• Participates in incident and problem analysis for possible consequences of a change and its implementation.
• Maintains a broad knowledge of current and emerging state of the business processes, system architecture, and opportunities to develop solutions consistent with the business objectives.
• Responsible for maintaining a sufficient understanding of RPA, data analytics, and artificial intelligence for potential opportunity identification.
• Collaborates with partner in charge of firm communications to align and cascade communications with key stakeholder groups (e.g. Partners, employees, departments).

Change Manager

IT Support

• Manage the engagement and workflow of all deliverables for multiple clients, including audited, reviewed and compiled financial statements, and internal control and management letters
• 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
• 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
• Conduct or review research of complex or new accounting and financial reporting issues and prepare memorandums to support solutions
• Keep the partner informed about client updates, engagement, budget to actual status, and technical issues
• Assist in developing fee quotes and budgets
• Prepare presentations for audit exit, audit committee meetings and board meetings

Audit Manager

Cloud Engineer

• Design, implement, debug, and maintain modular Terraform infrastructure-as-code for the entire Azure production footprint.
• Configure and manage Azure Container Apps, Virtual Network (VNet) integrations.
• Optimize Azure networking topologies for maximum security and scalability.
• Analyze and resolve cross-service connectivity issues.
• Build, update, and optimize GitHub Actions workflows for automated code deployment.
• Maintain, debug, and enhance Node.js/Express backend APIs and React frontend.
• Lead SSO integration with Microsoft Entra ID and Key Vault secret management.
• Use LLMs and automation tools to improve deployment efficiency.

Senior AI Cloud Engineer

• Review of Corporate, Partnership, Trust, and Individual tax returns for Entertainment Industry professionals, Athletes, High Net Worth and Family Office type clients and all their related entities.
• Conduct online tax research
• Accounting work needed for tax returns
• Develop and nurture long-term relationships with client
• Develop solutions for clients and champion the implementation of ideas
• 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
• Anticipate, identify and resolves complex assignment issues
• Seek regular client assessment of assignment progress and overall feedback on performance
• Manage groups to ensure profitability in the short and long term
• Support the partner team 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 unit strategy, objectives, and budgets
• Identify and develop new initiatives to increase retention, meet resourcing needs, utilization and people development
• Build on strong coaching skills to mentor key talent
• Share and transfer knowledge and skills to the team
• Engage in ongoing personal development in line with the competency model
• Performs other related duties as assigned

Senior Manager, Business Management Tax Services

• 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

• Serve as a secondary point of contact for assigned clients
• Manage weekly and monthly accounting cycles across multiple entities
• Review transactional coding work prepared by staff for accuracy and completeness
• Ensure bills are entered, processed, and paid on time
• Oversee bank reconciliations, investigate and clear discrepancies
• Review and generate cash flow reports and monitor account balances
• Process deposits and oversee cash activity across client accounts
• Correspond with vendors to confirm wiring instructions
• Provide increasing ownership of client work by identifying issues
• Participate in internal meetings