Armanino

Senior Director, Transaction Advisory Services

Armanino$160K — $200K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years in client-serving roles at top public accounting or financial advisory firms
  • Experience managing multiple complex projects simultaneously
  • Bachelor's degree in a relevant field
  • Proficient in Excel and PowerPoint
  • Strong client service orientation

Responsibilities

  • Lead the growth of the Financial Advisory business and manage a growing team
  • Drive business development by selling new services and building a team
  • Oversee large-scale projects such as SPAC transactions and IPO preparations
  • Manage consulting engagements to ensure excellent client service
  • Draft reports and presentations for clients and colleagues
  • Serve as the primary point of contact for clients
  • Build and maintain positive relationships with clients and colleagues
  • Coach and mentor team members, supporting their professional development
  • Participate in business development and marketing initiatives
  • Foster a growth-focused team culture

Benefits

  • Comprehensive medical, dental, and vision coverage
  • Generous paid time off and sick leave
  • Flexible work arrangements
  • 401K plan with profit sharing
  • Wellness program offerings
  • Generous parental leave policy
  • 11 paid holidays throughout the year
Full Job Description
Job Responsibilities

  • Help lead and grow the Financial Advisory business and help manage the growing team

  • Help grow the practice by selling new business and hiring and building a team

  • Leading and playing a key role in large scale projects including SPAC transactions, IPO Preparation, Technical Accounting, Audit Preparation, Financial Reporting, Acquisition Integration

  • Proactively manage all aspects of consulting engagements to ensure timely and excellent client service delivery

  • Assist in the review of technical memos and other relevant analyses

  • Communicate with clients and colleagues in written and oral form including drafting reports and client presentations.

  • Coordinate with clients and be able to serve as the primary point of contact

  • Develop and maintain positive professional relationships with colleagues and clients

  • Serve as a development coach/resource for managers

  • Participate in various business development, firm marketing, and recruiting efforts

  • Developing strong relationships with colleagues, existing clients, new clients, referral sources, and others in the industry

  • Assisting in the overall engagement and client relationship process including client communication, invoicing, collections, managing budgets, preparing client deliverables, and presenting information to clients

  • Assist with business development efforts including preparing proposals and attending industry and networking events

  • Oversee and execute on A+ client delivery; Execute services and deliverables around Operational and Technical Accounting; including Accounting Policies & Procedures, Financial Statement Close Process and Process & Controls Implementation

  • 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 and leverage them to generate projects

  • Support the business development team with client delivery or sector specific expertise

  • Foster culture of growth and a business development mindset

  • Act as a thought leader in the market

  • Provide high-quality consulting services by taking personal ownership for delivering client engagements that are fact-driven, solution oriented and meet Armaninos A+ Execution standard for quality

  • Supervise execution teams, providing senior project leadership and managing evolving client management needs

Requirements

  • 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

  • Proven experience successfully managing multiple complex projects at the same time, managing not only client/sponsor dynamics but internal team dynamics as well

  • Bachelors degree in a related field

  • Strong Excel and PowerPoint skills

  • Strong client service mindset

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

About Armanino

Armanino is one of the largest independent accounting and business consulting firms in the United States, with offices in California, Texas, and Illinois. The firm provides a wide range of services to clients in various industries, including audit and assurance, tax planning and compliance, business consulting, and technology consulting. Armanino is committed to delivering innovative solutions and exceptional service to help clients achieve their goals and succeed in today's rapidly changing business environment.
Learn more about Armanino
Size
1,200 employees
Industry
Founded
1953

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