Full-Time

Director – Transaction Advisory Services

Confirmed live in the last 24 hours

Armanino

Armanino

1,001-5,000 employees

Consulting
Enterprise Software
Financial Services

Compensation Overview

$154.3k - $231.5kAnnually

Senior, Expert

Denver, CO, USA

Hybrid position.

Category
Financial Consulting
Consulting
Required Skills
Financial analysis
PowerPoint/Keynote/Slides
Requirements
  • BS degree in Accounting, Finance, another Business-related field, or equivalent work experience
  • 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
  • Strong Excel and PowerPoint skills
  • Experienced in client advisory on financial accounting issues, and have an understanding of significant business events (mergers, acquisitions, and carve-outs)
  • Proven experience successfully managing multiple complex projects at the same time, managing not only client/sponsor dynamics but internal team dynamics as well
  • Able to effectively communicate complex issues and solutions
  • CPA
Responsibilities
  • Conduct Financial Due Diligence, including preparation of Quality of Earnings reports
  • Work collaboratively with a diverse set of colleagues to serve clients in the areas of financial accounting matters and business processes: Purchase Price Accounting, Deal Structuring, Integration & Support, and IP Sales
  • Prepare financial statements, typically in connection with acquisitions, carve-outs, proposed sale transactions, restatements, etc. including footnote disclosures
  • Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to companies and private equity investors with a focus on private equity deals.
  • Manage and coordinate approach of client, Armanino’s engagement teams, and third-party diligence providers throughout the transaction process.
  • Analyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks which impact the valuation and negotiation with the target company.
  • Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of management’s budget, and indebtedness considerations.
  • 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

Company Stage

N/A

Total Funding

N/A

Headquarters

San Ramon, California

Founded

N/A

Growth & Insights
Headcount

6 month growth

3%

1 year growth

3%

2 year growth

3%
Simplify Jobs

Simplify's Take

What believers are saying

  • Armanino's expansion into global markets, such as India, and strategic acquisitions in New York and Los Angeles, indicate robust growth and increased market presence.
  • The firm's consistent recognition with awards like the Best of Accounting® Diamond Award highlights its strong client satisfaction and service quality.
  • Innovative service offerings, such as advanced fund administration and SOC 2 examination tools, position Armanino as a leader in integrating technology with traditional accounting services.

What critics are saying

  • The rapid expansion and integration of new offices and acquisitions could strain resources and lead to operational challenges.
  • The competitive landscape in accounting and consulting requires continuous innovation to maintain market leadership and client satisfaction.

What makes Armanino unique

  • Armanino's focus on AI and automation for family offices sets it apart by addressing a niche market with tailored technological solutions.
  • The firm's proprietary tools like Audit Ally demonstrate a unique blend of software development and cyber compliance expertise, enhancing their service offerings.
  • Armanino's commitment to diversity and equity, as evidenced by their partner class, distinguishes them in the accounting and consulting industry.

Help us improve and share your feedback! Did you find this helpful?