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Armanino

Accounting, tax, and business consulting firm

Managing Director - Finance & Accounting Advisory Services

Financial & Transaction AdvisoryPosted on Nov 13
Full-time

About the Job

Requirements

  • A bachelor’s degree in Accounting, Finance, Business, or a related field, or equivalent relevant experience.
  • At least 15 years of progressive experience in public accounting, accounting advisory, consulting, or senior corporate finance and accounting roles, including substantial client-service leadership experience.
  • A demonstrated record of originating, expanding, and closing complex advisory opportunities and building durable executive and referral relationships.
  • Deep expertise in one or more Finance & Accounting Advisory Services disciplines, with the ability to advise executives on complex technical, operational, reporting, transaction, or transformation matters.
  • Proven ability to lead complex engagements, manage risk and economics, and deliver high-quality outcomes through multi-level teams.
  • Demonstrated success recruiting, developing, retaining, and leading high-performing professionals.

Responsibilities

  • Own and execute a targeted growth strategy for Finance & Accounting Advisory Services, developing new opportunities and expanding existing client relationships across key services, sectors, accounts, and referral channels.
  • Build and maintain a strong pipeline and executive network with chief financial officers, chief accounting officers, controllers, boards, private equity and venture capital sponsors, investment bankers, attorneys, and other referral partners.
  • Lead the full business development lifecycle, from opportunity qualification and solution design through proposals, pricing, presentations, negotiation, and close, with clear value propositions tied to client needs and outcomes.
  • Drive long-term growth and market presence by generating repeat business and referrals, collaborating across service lines on integrated solutions, and representing Finance & Accounting Advisory Services through conferences, webinars, industry associations, and executive networking.
  • Serve as a trusted advisor to senior finance executives, boards, audit committees, investors, and sponsors, providing practical guidance on complex, high-impact accounting, reporting, transaction, and transformation matters.
  • Lead complex, high-stakes engagements from strategy through delivery, including scoping, staffing, resource deployment, executive communication, and oversight of key client deliverables.
  • Own quality and risk management, ensuring work is timely, fact-based, solution-oriented, and consistent with company standards while proactively identifying issues and escalating matters requiring partner judgment.
  • Manage overall engagement performance and economics, including budgets, realization, invoicing, collections, scope changes, and delivery against client expectations.
  • Serve as a recognized subject-matter expert in one or more Finance & Accounting Advisory Services disciplines, industries, or market segments, staying current on relevant accounting, reporting, regulatory, transaction, and market developments.
  • Apply deep technical and business expertise to complex or emerging client matters, translating technical conclusions into clear, practical recommendations for senior executives.
  • Elevate the capabilities of teams and the broader practice through technical consultation, quality review, coaching, and the development of scalable methodologies, tools, templates, training, and service offerings.
  • Strengthen the firm’s market presence and credibility through publishing, speaking engagements, panels, webinars, client education, and other thought-leadership activities.
  • Lead, inspire, and grow high-performing teams while creating an inclusive, accountable, and growth-oriented culture.
  • Act as a player-coach who can lead at the executive level while remaining close enough to the work to guide teams, remove barriers, and ensure quality.
  • Develop directors, managers, and other professionals through timely feedback, coaching, sponsorship, career advocacy, and meaningful stretch opportunities.
  • Build leadership depth and succession by delegating effectively, clarifying decision rights, and preparing others to lead clients, teams, and workstreams independently.
  • Identify talent needs and play an active role in recruiting, interviewing, onboarding, retention, performance management, and workforce planning.
  • Create an environment in which team members understand how their work connects to client impact, practice growth, and the firm’s strategic priorities.
  • Take ownership of significant practice priorities or workstreams from partners and drive them to completion with limited oversight.
  • Help shape and execute Finance & Accounting Advisory Services strategy, including market focus, service innovation, talent priorities, operating model, and investment decisions.
  • Improve the scalability, consistency, and profitability of the practice through disciplined processes, reusable assets, technology enablement, and effective resource management.
  • Use performance, pipeline, capacity, and engagement data to identify risks, make decisions, and recommend actions to practice leadership.
  • Build alignment across offices, regions, and service lines and serve as a visible ambassador for Finance & Accounting Advisory Services within the firm.
  • Step into leadership gaps, resolve cross-functional issues, and create momentum without waiting for partner direction.

Desired Qualifications

  • A certified public accountant license or other relevant professional credential is strongly preferred, depending on area of specialization.
  • Executive presence and communication skills sufficient to influence chief financial officers, chief accounting officers, controllers, boards, audit committees, sponsors, and firm leaders.
  • Strong commercial judgment, ownership mindset, resilience, collaboration, and the ability to operate effectively in a fast-paced, growth-oriented environment.
  • Clear aspiration and demonstrated readiness to advance toward partner, supported by a sustained record of growth, leadership, client impact, and firm contribution.

About the Company

Armanino

Accounting, tax, and business consulting firm

Armanino LLP is a large accounting and business consulting firm that offers assurance/audit, tax, and consulting services to a diverse mix of clients, including privately-held companies, nonprofits, and public entities. It supports clients through a combination of corporate tax outsourcing, software training, and managed services, with specialized expertise in fintech and dedicated professional services for law firms, creative agencies, and other professional organizations. The firm delivers customized, strategic solutions via a collaborative, client-centric approach, pairing seasoned professionals with industry-specific knowledge to address challenges such as workforce changes, AI adoption, and supply chain issues. Its goal is to help clients maximize value from their software investments, navigate regulatory requirements, and achieve sustainable growth by providing tailored services aligned with each client’s needs.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
San Ramon, CA
Founded
1969

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