This role functions as a critical role supporting FP&A, Enterprise Analytics and our broader Internal Firm Services group by developing scalable reporting solutions, helping automate data-intensive business processes, and transforming data into actionable insights for our business users. This role will also help identify practical opportunities to leverage AI-enabled tools and analytics capabilities to improve reporting efficiency, enhance insight generation, and support decision-making.

Job Responsibilities

Stakeholder Collaboration

• Partner with FP&A leadership and other stakeholders to translate business requirements into intuitive and actionable data and reporting solutions.

• Facilitate requirement gathering sessions and solution design discussions.

• Train and educate the broader Financial Team on new reports and how to effectively self-serve.

• Serve as SME on reporting and data questions for internal stakeholders, including training and support.

• Partner with the Firms Enterprise Analytics team to understand latest changes to the Firms broader Data Platform, semantic models and capabilities.

Financial & Operational Analytics

• Support FP&A team activities by creating centralized and standardized reports/processes for forecasting, budgeting and ad-hoc reporting.

• Analyze large datasets and communicate findings to both technical and non-technical audiences.

• Perform ad hoc analysis to identify trends, risks, opportunities, and operational improvements.

Automation & Process Improvement

• Identify opportunities to standardize, centralize and automate manual reporting and business processes for key stakeholders via Power BI, Power Automate, Python, Excel (Power Query) and other related technologies.

• Evaluate and apply AI-enabled automation opportunities, where appropriate, to reduce manual effort, improve data quality checks, accelerate recurring reporting processes, and support more efficient analysis.

• Streamline recurring reporting activities and improve data refresh processes.

• Partner with Data Engineering and IT teams to improve data accessibility and quality.

Business Intelligence, Reporting & Data Modeling

• Design, develop, and maintain Power BI dashboards, reports, and semantic models supporting Finance, Operations, Workforce Planning, and Executive Leadership.

• Maintain reporting standards, documentation, and governance practices.

• Work with SQL-based data sources, data warehouses, Microsoft Fabric, Azure, and other enterprise platforms.

• Serve as a key contributor to the firms Pigment planning platform, including model design, development, maintenance, testing, and enhancement of budgeting, forecasting, reporting, and analytical solutions; act as secondary platform administrator, behind the primary system administrator.

Continuous Innovation

• Help establish and promote analytics best practices across the organization.

• Continuous improvement mentality with curiosity towards emerging technologies that can improve reporting efficiency and business insights.

• Stay current on advances in Power BI, Microsoft Fabric, AI-powered analytics, automation tools, and data visualization best practices.

• Evaluate emerging technologies that can improve reporting efficiency and business insights.

Requirements

• Bachelors degree in Finance, Accounting, Business Analytics, Data Analytics, Information Systems, Economics, Mathematics, or related field

• Minimum 5 years of experience in Business Intelligence, Analytics, FP&A Analytics, Data Analytics, or Reporting

• Minimum 3 years experience developing scalable, automated reporting

• Expert-level abilities in Microsoft Data Tools, including Excel, Power Query, DAX

• Working knowledge and understanding of Financial Statements and Financial Processes

• Prior experience with Power Automate, SQL, Python

• Prior experience working with large financial and operational data sets and transforming them into ongoing reports

• Ability to work autonomously driving initiatives to completion with limited oversight

• Team focused delivery mindset with strong attention to detail

• Experience supporting Finance, Operations, Professional Services, or Consulting organizations in a fast-paced environment

Preferred Qualifications

• Masters Degree in Business Intelligence, Analytics, FP&A Analytics, Data Analytics, or Related field

• Proven experience applying AI and/or machine learning-enabled capabilities to reporting, forecasting, anomaly detection, workflow automation, or insight generation

• Prior team leadership experience

• Prior experience performing these functions at a Professional Services Firm

• Experience with Pigment Financial Planning software

Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $125,600 - $147,800. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $138,200 - $162,600. For Northern California residents, the compensation range for this position: $144,500 - $170,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.

Armanino has a robust offering of benefits, including:

• Medical, dental, vision

• Generous PTO plan and paid sick time

• Flexible work arrangements

• 401K with Profit Sharing

• Wellness program

• Generous parental leave

• 11 paid holidays

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.

For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles Fair Chance Initiative for Hiring Ordinance