Armanino LLP

Support high-net-worth individuals and family offices with accurate accounting, reporting, and client service. | Minimum 2 years supporting high-net-worth clients in accounting or wealth management, proficiency with QuickBooks Online and BILL, strong attention to detail. | At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills, and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check out of life when you check in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. The Account Manager II plays a key role on the Family Office team, supporting high-net-worth individuals and closely held entities through accurate, timely, and detail-oriented accounting services. This role is hands-on and execution-focused, with increasing exposure to complex client needs and collaboration with senior team members. Job Responsibilities Maintain accurate and well-organized books for individuals and closely held businesses, ensuring data integrity and completeness 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 Requirements Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience Minimum of 2 years of experience supporting high-net-worth individuals in accounting, wealth management, or family office environments Proficiency with QuickBooks Online (QBO) and BILL required Payroll processing experience with a strong focus on accuracy and timeliness Ability to manage multiple clients and competing priorities while delivering high-touch, client-centered service Strong attention to detail and ability to work efficiently in a deadline-driven environment Proficiency in Microsoft Office, including Excel, Word, and Outlook Preferred Qualifications Experience with Sage Intacct "Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $62,700 - $81,000. For Washington residents, Illinois residents, New York residents, and Southern California the compensation range for this position: $69,400 - $85,400. For Northern California residents, the compensation range for this position: $72,000 - $98,100. 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/ We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. Armanino is one of the top 25 largest independent accounting and business consulting firms in the United States. We are a nationwide leader serving privately held companies and private individuals, as well as nonprofit organizations and public entities. Don't see the dream job you are looking for? Drop off your contact information and resume and we will reach out to you if we find the perfect fit!

Manage client financial records, prepare reports, and collaborate with team leads on tax and payroll processes. | High school diploma with at least 6 years of experience in bookkeeping, proficiency in MS Office, and strong communication skills. | At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. Job Responsibilities Has direct client contact Read and prioritize emails from clients/vendors and take appropriate action Approve invoices in accounting software and ensure bills are paid timely on an ongoing basis Oversee wire transfers for accuracy and timeliness Responsible for cash management, including cash transfers and managing cash balances Review clients’ general ledger(s) for accuracy and omissions of unpaid invoices, if client engagement is direct with Assistant Bookkeeper Review year-end tax package for tax accountants Prepare monthly reports Prepare/Review cash flow statement of receipts and disbursements for team lead Review Accounts Receivable, as needed Collaborate with team lead to prepare and review supporting documents for tax examination, if applicable Assist with clients’ medical insurance reimbursements, as needed Assist with team lead for preparation of annual 1099 filings Coordinate with third party payroll company to report periodic payroll runs, as needed Review payroll tax returns prepared by payroll company to the general ledger Review, assist and prepare Tax & License forms such as City Business License Returns, Secretary of State Statements of Information and Business Personal Property Collaborate with team lead to prepare credit applications (mortgages, autos, etc.), as needed Collaborate with team lead in communications with property & casualty insurance brokers (i.e. review annual rates and coverage, worker’s compensation audit), as needed Communicate with clients’ vendors to resolve billing inquiries (telephone company, cable, etc), as needed Consistently attend team meetings to be informed of client needs Attend client meetings, as needed Performs other related duties as assigned. Requirements High School Diploma Minimum of 6 years of work/school experience Must have strong bookkeeping background Preferred Qualifications Relies on instructions and pre-established guidelines to perform the functions of the job Primary job functions may require independent judgement Strong interpersonal, verbal and written communication skills Works effectively in a team environment through collaboration and partnership Client service oriented Ability to work accurately and quickly under operational deadlines Proficient in MS Office, including Word, Excel, and Outlook Must have the ability to multi-task Datafaction preferred QBO preferred "Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $59,400 - $84,000. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $70,800 - $98,000. For Northern California residents, the compensation range for this position: $72,000 - $98,100. 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/ We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. Armanino is one of the top 25 largest independent accounting and business consulting firms in the United States. We are a nationwide leader serving privately held companies and private individuals, as well as nonprofit organizations and public entities. Don't see the dream job you are looking for? Drop off your contact information and resume and we will reach out to you if we find the perfect fit!

Oversee family office services including accounting, reporting, and client relationship management, while leading and developing a high-performing team. | Minimum 8 years of accounting experience, supervisory experience, proficiency with Sage Intacct, and strong communication skills. | At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. The Senior Manager, Family Office serves as a strategic advisor to high‑net‑worth individuals, families, and multi‑entity structures. This role oversees the delivery of comprehensive family office services—including accounting, reporting, cash flow management, entity administration, and special projects—while leading and developing a high-performing team. You will be the primary point of contact for clients, ensuring exceptional service, operational excellence, and proactive solutions that support long-term financial stewardship. Job Responsibilities 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. Requirements Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience). Minimum of 8 years of progressive accounting experience, ideally serving high‑net‑worth clients, family offices, or multi‑entity environments. Minimum of 3 years of supervisory or leadership experience, including coaching and developing team members. Strong understanding of general ledger accounting, financial reporting, and cash management. Proficiency with Sage Intacct and advanced Excel skills. Ability to manage multiple clients and deliver high-quality work under deadlines. Excellent communication skills and the ability to build rapport with clients and internal teams. Preferred Qualifications CPA, CFP, or other relevant certifications. Experience in family office, business management, wealth management, or professional services. Exposure to investment reporting, alternative investments, trust/estate accounting, or complex entity structures. Strong business and operational acumen; ability to recommend process improvements and contribute to practice growth. Experience collaborating with external advisors, including tax, legal, insurance, and investment professionals. "Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $97,100 - $138,200. For Washington residents, Illinois residents, New York residents, and Southern California residents the compensation range for this position: $106,800 - $145,400. For Northern California residents, the compensation range for this position: $111,600 - $152,000. 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/ We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. Armanino is one of the top 25 largest independent accounting and business consulting firms in the United States. We are a nationwide leader serving privately held companies and private individuals, as well as nonprofit organizations and public entities. Don't see the dream job you are looking for? Drop off your contact information and resume and we will reach out to you if we find the perfect fit!

Manage complex accounting operations for high-net-worth clients, oversee financial statements, and mentor team members. | Requires 3+ years of accounting experience, proficiency with QuickBooks, and managing multi-entity accounting, which you do not possess. | At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills, and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check out of life when you check in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. The Account Manager III is a senior individual contributor within the Family Office team, responsible for managing more complex, multi-entity accounting operations and serving as a primary point of contact for high-net-worth clients. This role builds on the Account Manager II foundation by adding greater ownership, review responsibility, and mentorship, while remaining hands-on in client delivery. Job Responsibilities 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 Requirements Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience Minimum of 3 years of progressive accounting experience, including general ledger, AP, AR, payroll, and financial reporting Demonstrated experience managing accounting for multiple entities and complex client structures Proficiency with QuickBooks and experience working across multiple accounting systems Proven ability to manage client relationships and deliver accounting solutions in a professional services environment Strong organizational skills with the ability to manage competing deadlines and priorities Preferred Qualifications Experience in family office, business management, or professional services environments Proficiency with Sage Intacct Experience with investment accounting and reporting, including equities, alternatives, and capital accounts Exposure to trust, estate, or other high-net-worth entity structures Experience collaborating with offshore or global teams Ability to identify accounting discrepancies, recommend solutions, and support process improvements "Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $71,300 - $101,400. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $78,400 - $99,500. For Colorado residents, the compensation range for this position: $81,900 - $111,500. 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/ We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. Armanino is one of the top 25 largest independent accounting and business consulting firms in the United States. We are a nationwide leader serving privately held companies and private individuals, as well as nonprofit organizations and public entities. Don't see the dream job you are looking for? Drop off your contact information and resume and we will reach out to you if we find the perfect fit!

Partner with stakeholders to understand and translate business needs into technical solutions, manage priorities, and lead validation activities. | Minimum 5 years in business analysis, strong communication skills, proficiency in Microsoft Office, and experience with data analysis tools. | At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. This role is a critical contributor within a fast‑moving transformation environment. The ideal candidate is an independent, self‑directed professional who thrives under pressure, takes ownership of outcomes, and is comfortable operating with competing priorities, tight timelines, and direct feedback. Success in this role requires confidence, resilience, and the ability to clearly articulate ideas to both technical teams and executive stakeholders. Job Responsibilities Partner with business leaders and senior stakeholders to understand goals, challenges, and priorities. Independently elicit, document, and validate business requirements in a fast‑paced, high‑expectation environment. Translate complex requirements into clear functional specifications and partner with technology teams to deliver solutions. Manage competing priorities, define scope, and support planning while proactively identifying risks and gaps. Lead UAT and validation activities to ensure solutions meet business and quality standards. Create clear, engaging PowerPoint presentations and confidently present analysis, recommendations, and updates to executive audiences. Receive and act on direct, candid feedback while maintaining momentum and ownership of deliverables. Continuously identify opportunities for process improvement and drive recommendations forward without heavy oversight. Requirements Bachelor’s degree in Business, Finance, or a related field, or equivalent practical experience. Minimum of 5 years’ experience in business analysis within transformation, consulting, or professional services environments. Demonstrated ability to work independently and manage multiple priorities in a fast‑paced, high‑expectation setting. Strong communication skills with the confidence to deliver and receive direct, candid feedback regularly. Advanced proficiency in Microsoft Office Suite (especially PowerPoint), Visio, and Smartsheet. Experience with data analysis and visualization tools such as Power BI or Tableau. Working knowledge of Agile methodologies and process improvement frameworks. Preferred Qualifications Certifications: CBAP, PMI-PBA, Lean Six Sigma. Experience in Accounting or Financial Services industry. "Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract. 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/ We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. Armanino is one of the top 25 largest independent accounting and business consulting firms in the United States. We are a nationwide leader serving privately held companies and private individuals, as well as nonprofit organizations and public entities. Don't see the dream job you are looking for? Drop off your contact information and resume and we will reach out to you if we find the perfect fit!