Director, Financial Planning and Advisory Services
1 week ago
**About the Role**
At Armanino, we're seeking a seasoned professional to join our CFO Advisory Services team as a Director, Financial Planning and Advisory Services. As a trusted advisor to our clients, you'll play a critical role in helping them scale for growth and manage significant business transactions.
**Key Responsibilities**
- Develop and implement comprehensive financial planning and analysis strategies to drive business growth and profitability.
- Provide technical expertise on US GAAP and SEC requirements, including accounting research, documentation, and presentation to clients.
- Prepare accurate external financial reports to clients, auditors, or the SEC, including the preparation, review, submission, and distribution of periodic financial reports.
- Assist in the design and implementation of new accounting policies and procedures.
- Assess and improve financial accounting close processes, including accelerating and streamlining monthly and quarterly reporting processes.
- Liaise with external auditors and internal decision-makers to assist with audit preparation.
- Oversee and execute on A+ client delivery, executing services and deliverables around operational and technical accounting.
- Lead, mentor, and professionally develop CFO Advisory team members, actively participating in the career advisory and performance review process.
- Build team culture and environment for scaling a hyper-growth consulting business.
- Cultivate relationships with senior executives at client companies and private equity sponsors, leveraging relationships built to generate new projects and leads.
- Support the business development team with client delivery or sector-specific expertise.
- Act as a thought leader in the market and foster a culture of growth.
- Provide high-quality consulting services by taking personal ownership for delivering client engagements that are fact-driven, solution-oriented, and meet client needs.
- Supervise the execution of teams.
- Provide senior project leadership and manage client needs.
**Requirements**
- Bachelor's degree in Accounting, Finance, Business-related field, or relevant work experience.
- Minimum 10 years of relevant professional experience working in a client-serving role at a top-tier public accounting or financial advisory firm, and/or private industry experience at a senior level.
- Strong Excel and PowerPoint skills.
**Preferred Qualifications**
- CPA is preferred.
- A strong and up-to-date knowledge of US GAAP (exposure to IFRS is a plus), with deep technical understanding of topics such as ASC 606 revenue recognition, lease transactions, purchase accounting, etc., and experience within the technical accounting or SEC reporting team of a company.
**What We Offer**
- Competitive compensation package.
- Generous PTO plan and paid sick time.
- Flexible work arrangements.
- 401K with Profit Sharing.
- Wellness program.
- Generous parental leave.
- 11 paid holidays.
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