Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.
Minimum of three years in FP&A, Corporate Finance, Accounting, or related finance functions.
Expert understanding of financial statements and their interrelationships.
Experience in Corporate Financing/M&A is a plus.
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.
Responsibilities
Develop and maintain cash flow and balance sheet forecasts within the CPM platform (Pigment).
Serve as a subject matter expert on financial statement relationships and provide insights into key financial metrics.
Collaborate with Accounting to align actual results with forecasts and planning activities.
Lead M&A budget development and support post-acquisition performance analysis.
Create standardized financial processes and reporting for KPIs and performance metrics.
Utilize analytics and business intelligence tools to derive actionable insights from financial datasets.
Independently conduct complex analyses and synthesize inputs into executive-level recommendations.
Benefits
Opportunities for professional development and growth.
Collaborative work environment with cross-functional teams.
Access to advanced financial tools and technologies.
Focus on process improvement and automation initiatives.
Full Job Description
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.
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.
