Job Responsibilities
- Own the development and maintenance of short and long-term cash flow forecasts, balance sheet forecasts, integrated financial models, and driver-based planning within the firm's CPM platform (Pigment) to support budgeting, forecasting, and strategic decision-making.
- Serve as a subject matter expert on the relationships between the income statement, balance sheet, and cash flow statement, providing insights into revenue, profitability, liquidity, working capital, and cash generation.
- Partner closely with Accounting to understand actual cash flow and balance sheet results and forecast implications, ensuring alignment between financial reporting and planning activities.
- Lead M&A budget development in coordination with FP&A and business leaders; partner with Corporate Development to establish financial planning assumptions, assess key financial and operational metrics, and support post-acquisition performance analysis and long-term growth objectives.
- Develop and maintain standardized, scalable financial processes, and reporting for core areas of responsibility, including KPIs, and performance metrics, while reducing manual effort and ensuring the highest levels of accuracy.
- Use analytics, AI, and business intelligence tools to mine large financial and operational datasets, create repeatable analytical frameworks, and identify actionable insights that support business performance and decision-making.
- Independently structure and lead complex analyses, business cases, scenario analyses, and special projects; synthesize incomplete, ambiguous, or cross-functional inputs into clear points of view, decision-ready recommendations, and concise executive-level presentations.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.
- Minimum of three years of progressive experience in FP&A, Corporate Finance, Accounting, Transaction Advisory, Financial Analytics, or related finance functions.
- Expert understanding of financial statements and their interrelationships.
- Corporate Financing/M&A financial experience a plus.
- Reasonably fluent in accounting, though CPA not required.
- Demonstrated experience preparing and managing: Cash flow forecasts, balance sheet forecasts, financial models, scenario analyses, working capital analyses
- Advanced Microsoft Excel skills and financial modeling capabilities.
- Strong attention to detail with a commitment to accuracy and quality.
- Excellent verbal, written, and presentation communication skills.
- Demonstrated ownership of complex, cross-functional financial analyses and initiatives, including the ability to define the approach, coordinate stakeholders, manage competing priorities, and drive work independently from problem definition through executive recommendation.
- Passion for process improvement, standardization, and automation.
Preferred Qualifications- Experience within a professional services, consulting, or accounting firm environment.
- Transaction advisory, corporate development finance, or strategic FP&A experience supporting M&A transactions, financial due diligence, acquisition modeling, or post-acquisition integration and performance analysis.
- Experience building scalable reporting and analytics solutions.
- Familiarity with Power BI, DAX, SQL, Power Query, or similar data analytics tools.
- Experience utilizing AI tools for deep analysis and to improve finance processes, reporting, forecasting, or analytical workflows.
- Experience with financial planning and forecasting platforms such as Pigment, Adaptive Planning, Anaplan, or similar solutions.
- CPA, CFA, or MBA designation preferred.
Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado, Washington, Illinois, New York, and California residents, the compensation range for this position: $110,000-$140,000. 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.
To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/
