Armanino

Data Engineer

• Develop growing subject matter expertise in Workday technical capabilities including security design, reporting, data management, and integrations across PSA and Financials
• Design, document, and communicate end-to-end Workday data conversion solutions encompassing data transformations, reporting, APIs, and associated business processes
• Deliver technical documentation such as process maps, data flow diagrams, and solution design artifacts
• Deploy technical solutions efficiently and meet agreed-upon timelines
• Forecast and manage workload while juggling multiple projects
• Participate in change management processes, risk assessments, and decision-making
• Lead and execute data analysis, transformation, and load activities supporting Workday operations
• Partner with business analysts and functional leads to evaluate technical and business requirements
• Investigate and escalate issues with cross-team engineers
• Collaborate with the Workday Security Team to align data management with access policies, SOC controls, and data privacy standards
• Incorporate role-based access, audit controls, and user provisioning best practices into technical designs
• Collaborate with integration developers, data engineers, and platform teams
• Act as a data subject matter expert for business and IT stakeholders
• Serve as an ambassador and escalation point for the Data & Architecture team on the Workday Platform
• Use Workday data loading tools, EIBs, SQL, and ETL methods to manage customer, project, workforce, and financial data
• Support M&A, reimplementation, and enterprise systems initiatives using consistent data-conversion standards, controls, and documentation

Workday PSA, Financials Data Engineer

Manager

• Manage and assist with fraud investigations, forensic investigations, business valuation engagements, contract compliance matters, and dispute and litigation consulting engagements
• Review and analyze financial information, accounting records, tax returns, forecasts, transaction documents, and court pleadings
• Assist with litigation discovery and valuation-related document requests
• Develop financial models and perform financial analysis for business valuation, litigation, and forensic accounting engagements
• Perform business valuations using income, market, and asset approaches
• Research industries, economic conditions, guideline public companies, M&A transactions, discount rates, and valuation discounts and premiums
• Prepare and review valuation analyses, schedules, reports, expert reports, and other client deliverables
• Lead and support fraud investigations, including embezzlement, financial reporting fraud, Ponzi schemes, and health care fraud
• Lead and support dispute and litigation consulting matters involving disputes, lost profits, lost wages, and damages analysis
• Develop relationships with colleagues, clients, referral sources, and industry stakeholders
• Assist with client communication, invoicing, collections, budgets, deliverables, and presenting findings
• Mentor and coach staff on forensic accounting, financial analysis, and business valuation
• Assist with business development, proposals, and industry and networking events

Manager, Fraud & Forensics

Account Manager

• Serve as a primary point of contact for clients, vendors, and external partners
• Build strong client relationships through responsive communication, proactive support, and trusted financial guidance
• Coordinate and participate in client meetings, providing financial updates and insights
• Oversee day-to-day financial activities, including bill pay, cash management, wire transfers, and banking transactions
• Review client invoices for accuracy and oversee timely processing
• Monitor cash balances and prepare or review cash flow forecasts to support client liquidity needs
• Prepare and review financial statements, ensuring accuracy, completeness, and adherence to reporting requirements
• Manage the monthly financial close process, including review of account reconciliations and client reporting packages
• Review general ledger activity, identify discrepancies, and ensure appropriate accounting treatment
• Review accounts receivable, accounts payable, cash flow reports, and other key financial information
• Support budgeting, borrowing, and other cash planning activities as needed
• Oversee preparation and review of annual 1099 filings, year-end tax packages, and other required business filings
• Review payroll reporting and ensure alignment between payroll providers and financial records
• Assist with preparation and review of regulatory filings, including business licenses, property tax filings, and Secretary of State filings
• Partner with third-party providers, including payroll companies, insurance brokers, tax advisors, and other professional service providers
• Support audits, tax examinations, and special financial projects as needed
• Mentor, train, and review work prepared by junior team members, providing guidance and support for their professional development
• Collaborate with team members to ensure accurate, timely, and high-quality client deliverables
• Participate in team meetings, process improvement initiatives, and continuing professional development

Account Manager III, Business Management

Associate

• Lead ISO Certification and Internal Audits for ISO 27001, ISO 27701, and ISO 42001
• Perform engagement procedures and assigned project work according to Armanino methodologies, quality standards, and professional requirements
• Develop and maintain productive client relationships and establish credibility with key client contacts
• Communicate clearly with clients and internal engagement teams
• Own assigned deliverables and complete work accurately and on schedule
• Monitor project responsibilities and provide updates to engagement leadership
• Identify issues, scope concerns, and project risks and communicate them appropriately
• Participate in engagement planning, kickoff, status, and closing meetings
• Conduct testing, reviews, assessments, and detailed analysis
• Evaluate information, develop conclusions, and maintain documentation supporting engagement results
• Prepare, organize, and review client deliverables, reports, presentations, and supporting documentation
• Respond to routine client questions and assist with engagement-related requests
• Improve processes, increase efficiency, and enhance the client experience
• Manage multiple engagements while prioritizing deadlines and competing responsibilities
• Coach, train, and guide Associates and junior team members
• Participate in interviewing, recruiting, onboarding, and talent-development activities
• Contribute to internal initiatives and projects supporting practice growth
• Stay informed about regulations, frameworks, technology, and industry practices
• Participate in professional development and maintain applicable certifications or credentials

Senior Associate, ISO

• Serve as the primary point of contact for music industry clients, including touring artists, managers, business managers, vendors, and external advisors
• Build and maintain trusted client relationships through proactive communication, financial guidance, and exceptional client service
• Lead and coordinate client meetings, present financial reporting, and provide recommendations to support business and touring operations
• Oversee day-to-day financial operations of client accounts, including bill pay, cash management, wire transfers, and banking activity
• Manage tour accounting activities, including settlement review, tour reconciliations, promoter settlements, and coordination with tour personnel
• Review and approve client invoices, tour expenses, and vendor payments
• Oversee monthly and year-end financial close activities, including account reconciliations, client reporting, 1099s, tax packages, and required business filings
• Review general ledger activity, account reconciliations, monthly financial reporting, payroll reporting, and financial statements
• Prepare and review cash flow forecasts, budgets, and other financial analyses
• Coordinate with payroll providers, record labels, publishers, royalty administrators, business managers, attorneys, insurance brokers, and other industry professionals
• Support clients with complex financial and operational matters, including entity structures, major purchases, financing requests, insurance reviews, and investment documentation
• Assist with audits, tax examinations, royalty reviews, and special projects
• Ensure timely completion of regulatory filings and compliance matters
• Review and approve client engagement billings
• Plan, prioritize, and oversee multiple client engagements and deliverables
• Provide leadership, mentorship, coaching, performance feedback, and work review for team members
• Participate in hiring, onboarding, training, and professional development of team members
• Support business development and new client onboarding
• Contribute to process improvements and operational initiatives

Manager, Business Management, Account Management – Music & Touring

• Serve as the primary client liaison, developing strong, trusted relationships with high-net-worth individuals and family stakeholders
• Read, prioritize, and respond to client and vendor communications; ensure timely and appropriate follow-up
• Coordinate and participate in client meetings; lead discussions on financial performance, reporting, and planning needs
• Support business development efforts and contribute to the growth of the Family Office practice
• Review and approve client invoices and ensure timely bill payments through accounting systems
• Oversee and validate wire transfers for accuracy, completeness, and timeliness
• Review general ledgers, bank reconciliations, and cash flow statements for accuracy and completeness
• Prepare or review financial statements and deliver high-quality reporting packages
• Review annual 1099 filings, payroll tax returns, and year-end tax packages prepared for tax partners
• Review and support filings for city business licenses, Secretary of State Statements of Information, and Business Personal Property returns
• Work closely with team members to prepare supporting documentation for tax examinations and audits
• Collaborate with property & casualty insurance brokers, including review of coverage, renewals, and workers’ compensation audits
• Assist with client medical insurance reimbursement processes, as needed
• Communicate with team members and vendors to resolve billing inquiries
• Lead or contribute to client-requested projects such as real estate acquisitions or leases, insurance policy reviews, loan applications, investment subscription documents, and other personal or family office matters
• Identify process improvement opportunities and enhancements to client service delivery
• Supervise, mentor, and develop team members, providing feedback, coaching, and support for professional growth
• Manage team capacity, delegate work effectively, and foster a collaborative, high-trust environment
• Promote best practices, quality control, and adherence to firm processes and standards

Senior Manager, Family Office Account Management

• Maintain accurate and well-organized books for individuals and closely held businesses
• Track, reconcile, and support reporting for investment activity across traditional, alternative, and private investments
• Prepare monthly, quarterly, and annual financial statements and related reports
• Process high-volume bill pay accurately and on time, ensuring proper documentation and approvals
• Monitor cash activity and assist with cash flow analysis and forecasting
• Process payroll and support payroll-related reporting and compliance requirements
• Collaborate with internal team members to address client inquiries and support more complex accounting matters
• Assist senior team members with special projects and process improvement initiatives

Account Manager II, Family Office

• Serve as the primary point of contact for assigned clients and deliver timely, accurate, high-quality service
• Build trusted client relationships through responsive communication, proactive problem-solving, and consistent follow-through
• Coordinate and participate in client meetings regarding financial matters and ongoing projects
• Collaborate with tax, legal, investment, banking, and insurance professionals to support client needs
• Review and approve client invoices, payments, wire transfers, and cash management activities
• Review general ledgers, bank reconciliations, financial statements, and supporting schedules
• Review cash flow reports and monitor client liquidity needs
• Review annual 1099 filings, year-end tax packages, payroll tax returns, and other financial reporting deliverables
• Prepare and review budgets, forecasts, and financial analyses
• Review business license filings, Statements of Information, and other regulatory documents
• Support loan and credit applications, insurance reviews, real estate transactions, and investment documentation
• Identify process improvements and enhance efficiency across client engagements
• Assist with special projects and client-specific requests
• Review work prepared by Account Managers and support staff, providing coaching, guidance, and developmental feedback
• Plan, prioritize, and oversee multiple client engagements and deliverables while meeting deadlines
• Handle sensitive client and personnel information with discretion and professionalism
• Support business development efforts, including proposal preparation and prospective client discussions
• Identify opportunities to expand client relationships and introduce additional firm services
• Contribute to practice growth and continuous improvement initiatives

Manager, Family Office Account Management

• Serve as a primary point of contact for assigned clients, ensuring proactive communication and high-quality service delivery
• Oversee cash management activities, including monitoring balances, processing transfers, and approving wire transactions
• Review and approve client invoices and oversee timely bill payment processes
• Prepare, review, and analyze financial statements and general ledger activity for accuracy and completeness
• Review cash flow statements, accounts receivable, and tax-related filings, including 1099s, payroll taxes, and applicable state and local forms
• Coordinate with third-party payroll providers and review payroll tax returns and related filings
• Support client insurance, credit, and vendor matters in collaboration with the team lead
• Prepare and review supporting documentation for tax examinations, credit applications, and other complex client needs
• Review the work of Account Manager IIs and contribute to training, mentorship, and team development initiatives
• Lead or participate in client meetings, cross-functional initiatives, and special projects

Account Manager III, Family Office

Director

• Shape strategic vision and cultivate C-suite relationships
• Build and scale the NetSuite consulting practice
• Drive revenue growth and mentor the next generation of talent
• Speak at industry conferences, contribute to white papers, and maintain a network of influencers and alliances
• Represent the firm in industry events, conferences, and client forums
• Collaborate with Partners, Practitioners, and Practice Leads to shape service offerings
• Define service offerings, pricing models, and partner ecosystems
• Establish relationships with key technology partners
• Identify and pursue new business opportunities, including proposals, pitches, and solution design
• Serve as a trusted advisor to executive sponsors and drive long-term relationships
• Define client objectives, KPIs, and success metrics and deliver against them
• Expand existing accounts and win net-new business through proposals and thought leadership
• Own P&L for client portfolios, including scoping, budgeting, staffing, forecasting, and financial performance
• Coordinate multidisciplinary teams and external partners to deliver integrated solutions
• Leverage methodologies and emerging technologies such as AI, cloud, and data analytics
• Define quality gates, peer reviews, and standardized templates
• Identify project risks, manage issues, and communicate mitigation and resolution to leadership and client executives
• Set KPIs, track progress, lead retrospectives, and drive continuous improvement
• Lead executive communications with clients and Armanino Partners
• Forecast demand, build bench strength, and allocate consultants to optimize utilization
• Curate and scale proprietary frameworks, accelerators, and tooling
• Establish governance, risk management, quality assurance, and regulatory compliance practices
• Lead recruitment, career pathing, performance reviews, and professional development initiatives
• Drive people initiatives and employee engagement and retention
• Streamline internal processes, tool selection, and knowledge management
• Implement and monitor strategic initiatives across Consulting

Senior Director, NetSuite

• Prepare and review tax returns for Individuals, Partnerships, S and C-corporations
• Conduct online tax research
• Identify key planning opportunities throughout the year and develop a framework for tax strategies aligned with client needs and goals
• Assist in identifying and promoting new delivery capabilities and/or channels to satisfy evolving market requirements
• Support the partner team in developing and planning practice strategy, objectives, and budgets
• Mentor key talent
• Train, develop, and mentor Interns and Staff

Senior Tax Associate, Privately Held Business

Financial Planning and Analysis

• Prepare financial and key performance indicator (KPI) reporting packages, including senior leadership presentations
• Analyze actual results for variances to plan and identify actionable insights
• Present insights, recommendations, and complex financial concepts clearly and concisely
• Design and build financial analyses supporting business decisions across revenue, expenses, profitability, resource management, trends, scenarios, sensitivities, and ad hoc analyses
• Identify and implement reporting and process improvements to enhance efficiency and accuracy
• Support real-time forecasting and budgeting through templates, analysis, and data consolidation
• Ensure accuracy and quality of produced materials
• Maintain positive working relationships with peers and internal clients in a collaborative, fast-paced environment
• Develop expertise in Armanino’s key systems and data structures
• Develop BI dashboards and complex analyses using large quantities of financial and operational data

Senior Financial Analyst

• Review and coordinate preparation of tax returns for partnerships, individuals, S and C-Corporations
• Advise clients on tax planning, research, compliance, partnership allocations and general transactional activities
• Review or conduct high-level research of complex or emerging tax issues and prepare supporting memorandums
• Review and confirm assignment objectives, scope and work plan with clients
• Identify assignment resource requirements and allocate appropriate resources
• Lead client billing and accounts receivable processes where possible
• Anticipate, identify and resolve complex assignment issues
• Assist with new business development and expansion of services for existing clients
• Build relationships with members of other business units serving similar clients
• Develop internal and external networks to understand other service offerings for real estate clients
• Communicate engagement progress to clients and seek feedback on team performance
• Manage teams to ensure engagement profitability and long-term practice sustainability
• Coach and mentor staff and seniors on client engagements and career paths
• Take ownership of responsibilities to support further advancement

Tax Manager – Real Estate

Consultant

• Analyze and document client business processes, accounting workflows, and system requirements to support Rillet implementations
• Develop deep expertise in the Rillet platform, implementation approach, and emerging use cases
• Configure and deploy the Rillet platform according to client requirements and best practices
• Lead and support end-to-end Rillet implementations, including design, configuration, testing, and go-live
• Develop and execute test scripts and support client user acceptance testing
• Train client finance and accounting teams on Rillet functionality, workflows, and reporting
• Assist with data migrations, historical data validation, and reconciliation activities
• Design recommendations for improved financial processes using Rillet’s AI-native capabilities and automation
• Configure native and third-party integrations such as Stripe, Ramp, Salesforce, payroll, and billing
• Develop dashboards, reports, and financial insights using Rillet reporting and analytics tools
• Coordinate project execution and client success with Sales, Customer Success, and Product teams
• Provide written and verbal project status updates to clients and internal stakeholders
• Manage project timelines, scope, and budget
• Own assigned client engagements or workstreams from start to finish with minimal oversight
• Identify issues, risks, or inefficiencies, propose solutions, and escalate risks when necessary
• Serve as a trusted advisor during and after implementation
• Provide post-implementation support and guidance
• Help build, refine, and scale the internal Rillet delivery model, including methodologies, templates, documentation, and best practices
• Help define processes and standards in a dynamic, evolving practice

Senior Consultant

• Assist with analyzing and documenting business processes, accounting workflows, and system requirements
• Rapidly learn the Rillet platform, implementation methodology, and client use cases through hands-on project work, shadowing, and self-directed learning
• Proactively ask questions, seek feedback, and apply new knowledge quickly to project deliverables
• Support system setup and configuration of the Rillet platform based on client requirements and implementation plans
• Assist in the development and execution of test scripts during client testing and UAT phases
• Support end-user training sessions and help ensure client adoption of the Rillet system
• Assist with data migration activities, including data validation and reconciliation
• Help configure native integrations and third-party tools under the guidance of senior team members
• Assist with building reports, dashboards, and financial outputs using Rillet tools
• Provide project support by tracking tasks, timelines, and deliverables
• Participate in client status meetings and assist with preparation of project updates
• Work closely with Consultants, Senior Consultants, and Managers to complete project tasks on time and within scope
• Provide post-implementation support to clients as needed
• Contribute to internal service delivery initiatives, including documentation, templates, and best practices as the Rillet practice scales
• Continuously develop technical, accounting, and consulting skills related to Rillet and cloud-based ERP platforms
• Adapt to changing processes, tools, and priorities as the Rillet practice grows and matures