Senior Director, Transaction Advisory Services

Armanino LLP; Philadelphia (Philadelphia County); Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401K with Profit Sharing

Wellness program

Parental leave

11 paid holidays

Job summary

Armanino LLP is seeking a senior professional to lead and grow its Financial Advisory practice in the United States. You will manage complex projects, oversee client relationships, and drive growth through strategic proposals and networking.

You will mentor CFO Advisory staff and contribute to a high-performance culture. The role emphasizes execution excellence across SPACs, IPO prep, technical accounting, financial reporting, and integration efforts, with opportunities to shape значимый client

Qualifications

• Minimum 10 years of relevant professional experience in a client-serving role at a top-tier public accounting or financial advisory firm, or senior private industry experience.
• Proven experience managing multiple complex projects simultaneously including client dynamics and internal teams.
• Bachelor's degree in a related field.
• Strong Excel and PowerPoint skills.
• Strong client service mindset.

Responsibilities

• Help lead and grow the Financial Advisory business and help manage the growing team.
• Grow the practice by selling new business and hiring and building a team.
• Lead major projects including SPAC transactions, IPO preparation, technical accounting, audit preparation, financial reporting, and acquisition integration.
• Proactively manage all aspects of engagements to ensure timely, high-quality client service.
• Review technical memos and analyses and communicate with clients and colleagues in reports and presentations.

Skills

Strong Excel skills

PowerPoint skills

Client service mindset

Education

Bachelor's degree in a related field

Job description

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 beAmong the top 20 Largest Firms in the Nationand one of theBest 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

• 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 memo’s 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 Armanino’s 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
• Bachelor's degree in a related field
• Strong Excel and PowerPoint skills
• Strong client service mindset

'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.