Strategic Financial Advisory Leader

19 hours ago


San Francisco, California, United States Armanino Full time
About Us
At Armanino, we empower our professionals to forge their own career paths. This means you can pursue challenges that ignite your passion, in industries that resonate with you.

We are proud to be one of the Top 20 Largest Firms in the Nation and a Best Place to Work. Our community is built on resources that support your ideas, help you build skills, and expand your professional network.

We believe that work should complement all aspects of your life, not control it. That's why we've created a unique work environment where your passions, work, and personal relationships can seamlessly blend. We want to help you grow by giving you access to a network of smart and supportive individuals who will listen to your ideas.

Our Transaction Advisory Services Practice
We focus on financial and tax due diligence for mergers, acquisitions, and divestitures. As a national team, we work with strategic private and public companies, as well as private equity, across various industries.

Key Responsibilities
  • Conduct thorough financial due diligence, including quality of earnings reports.
  • Collaborate with colleagues from diverse backgrounds to serve clients in areas like financial accounting and business processes.
  • Purchase Price Accounting, Deal Structuring, Integration & Support, Tax Due Diligence, IT Due Diligence, and IP Sales.
  • Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to companies and private equity investors.
  • Cultivate relationships with senior executives at client companies and private equity sponsors.

Requirements
  • Bachelor's degree in Accounting, Finance, or a related field.
  • Minimum 7 years of relevant professional experience in a client-serving role at a top-tier public accounting firm or financial advisory firm.
  • Prior financial due diligence experience.
  • Strong Excel and PowerPoint skills.
  • Up-to-date knowledge of US GAAP.
  • Experience in client advisory on financial accounting issues and understanding of significant business events (mergers, acquisitions, and carve-outs).

Benefits
Armanino offers a comprehensive compensation package, including:
  • A competitive salary range of $144,900 - $226,800.
  • Medical, dental, and vision insurance.
  • Generous PTO plan and paid sick time.
  • Flexible work arrangements.
  • 401K with Profit Sharing.
  • Wellness program.
  • Generous parental leave.
  • 11 paid holidays.

Location
Opportunities available in San Ramon, California; Bellevue, Washington; Irvine, California; Woodland Hills, California; Downtown Los Angeles, California; San Jose, California; New York City, New York (Madison Ave.); San Francisco, California; West Los Angeles, California; Garden City, New York; New York City, New York (Penn Plaza); El Segundo, California.

  • San Francisco, California, United States Aescape Full time

    Aescape is seeking a seasoned financial leader to drive strategic planning and optimize capital management. The ideal candidate will have 10+ years of experience in senior financial leadership roles, preferably in hardware or robotics startups. Strong background in finance and strategy for hardware companies, with solid understanding of GAAP, is...


  • San Jose, California, United States Murdock Martell Full time

    Chief Financial OfficerA visionary financial leader is sought to drive the financial strategy and operations of Murdock Martell, a non-profit serving individuals with developmental disabilities and mental health needs.This senior-level role oversees the organization's fiscal division, ensuring compliance with state and federal laws, as well as maintaining...


  • San Francisco, California, United States Autodesk, Inc. Full time

    We are seeking a highly skilled Strategic Operations Leader to join our COO organization, supporting the Chief Technologist at Autodesk, Inc. This is a unique opportunity for a strategically minded and collaborative leader to make a significant impact on our business.The ideal candidate will act as a strategic advisor and operational powerhouse, partnering...


  • San Francisco, California, United States TransUnion Risk and Alternative Data Solutions Full time

    TransUnion Risk and Alternative Data Solutions is committed to innovation and collaboration, creating a dynamic environment where our team members can grow and thrive. As a Strategic Energy Leader, you will be responsible for driving growth and strategy in the Energy sector.We are seeking an experienced professional with a strong background in strategic...


  • San Francisco, California, United States Unilever Full time

    About TatchaTatcha, a Unilever brand, is a skincare company rooted in Japanese wisdom. Our transformative formulas marry botanicals with clinical ingredients, guided by the concept of skin-mind connection.Role OverviewThe Senior Director, Strategic Finance will drive business growth and financial planning as a high-impact partner to C-level leaders. This...


  • San Francisco, California, United States Creative Financial Staffing Full time

    Are you a seasoned finance and human resources professional looking for a new challenge? We have an exciting opportunity for a Chief Financial Officer & Human Resources Leader to join our team at Creative Financial Staffing. In this role, you will be responsible for leading the financial management and human resources functions of our organization.Job...


  • San Francisco, California, United States Amazon Full time

    **Job Summary:**We are seeking an experienced Senior Advisory Consultant to lead strategic transformation initiatives in the Financial Services industry. As a key member of our team, you will work closely with C-level executives to execute complex projects, driving business agility and efficiency through cloud adoption.Main Responsibilities:Manage...


  • San Francisco, California, United States Venteur Full time

    About VenteurVenteur is building the next generation of health benefits, empowering employees to take control of the trillions of dollars spent on their behalf by HR teams and brokers. With over 15,000 individuals offered better benefits through our platform, we're revolutionizing the industry.Backed by prominent investors such as GSR Ventures, Plug and...


  • San Francisco, California, United States Tbwa ChiatDay Inc Full time

    About Upgrade:Upgrade is a pioneering fintech company that empowers everyday consumers with affordable and responsible credit, mobile banking, and payment products. With its rapid growth recognized by the Financial Times as the fastest-growing company in the Americas, Upgrade Card has been named the fastest-growing credit card in America for two consecutive...

  • Tax Senior Manager

    1 week ago


    San Francisco, California, United States Ernst and Young Full time

    As a Tax Senior Manager with EY, you will play a pivotal role in driving strategic tax advisory services for our clients. With a focus on real estate tax, you will leverage your expertise to devise innovative solutions to complex issues, delivering exceptional value to our clients.About the OpportunityThis is an exciting opportunity to join our dynamic team...


  • San Francisco, California, United States ACG Cares Full time

    At ACG Cares, we are committed to advancing healthcare through innovative leadership and strategic partnerships.We are seeking an experienced Chief Financial Officer to join our team in San Francisco. This pivotal role offers a unique opportunity to make a significant impact in one of the city's most esteemed social service organizations.About Our...


  • San Francisco, California, United States NUBYT, Inc. Full time

    We are seeking a highly skilled Strategic Marketing Operations Leader to join our team at NUBYT, Inc.About the RoleThis is a contract position with an estimated hourly salary of $106.00 per hour. The successful candidate will work in person from San Francisco, CA 94107.Key ResponsibilitiesThe ideal candidate will have extensive experience in marketing...


  • San Francisco, California, United States Solomon Page Full time

    We are seeking an exceptional Strategic Anaplan Architecture Leader to join our team at a top fashion company.Role OverviewThe Strategic Anaplan Architecture Leader will play a critical role in designing and implementing Anaplan solutions that align with financial planning and analysis (FP&A) processes. This individual must possess deep expertise in Anaplan...


  • San Francisco, California, United States TransUnion Full time

    Overview of the Role We are seeking a highly skilled Strategic Planning Leader to join our team at TransUnion. This individual will play a critical role in driving business growth and developing strategies for our energy and utilities line of business. Key Responsibilities The successful candidate will be responsible for:Developing and managing the yearly...


  • San Diego, California, United States Voya Financial Full time

    Job SummaryWe are seeking a highly skilled Strategic Financial Analyst to join our team at Voya Financial. As a key member of our team, you will be responsible for conducting fundamental research, developing insights into future fixed income/credit performance, and providing well-supported recommendations to the firm.About UsVoya Financial is a company that...


  • San Francisco, California, United States Socotra Full time

    Job SummarySocotra seeks a seasoned Strategic Growth Leader to drive the company's expansion and growth. As a key member of our executive leadership team, you will identify opportunities for strategic expansion, develop and execute growth strategies, and establish strong relationships with stakeholders.


  • San Francisco, California, United States Morgan Consulting Resources, Inc. - Healthcare Executive Search Full time

    Morgan Consulting Resources, a prominent healthcare executive search firm, is seeking a skilled Financial Leader to join St. Anthony's Foundation in San Francisco.**About the Opportunity:**This pivotal role offers a unique chance to make a significant impact in one of the city's most esteemed social service organizations. The successful candidate will play a...


  • San Diego, California, United States Charles Schwab Full time

    OverviewSchwab Wealth Advisory is a premier fee-based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing.The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client-facing phone...


  • San Diego, California, United States LPL Financial Full time

    LPL Financial is a leading financial services firm seeking an experienced Senior Vice President to oversee the supervision of its Institution Services (IS) clients, comprising bank and credit union institutions. As a trusted leader, this individual will drive outcomes, lead cross-functional teams, and contribute to protecting the practice of these...


  • San Francisco, California, United States Bank of America N.A. Full time

    Company Overview: Bank of America N.A. is a leading financial institution seeking a skilled Strategic Finance Analyst - Data Insights Leader to drive business growth through data-driven insights.