San Ramon, California, USA
160 days ago
Director, Transaction Advisory Services

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 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.  

Armanino’s CFO Advisory Practice is comprised of a dedicated team providing accounting and financial advice to support to companies on a wide range of transactions and events. We are doers and problem solvers – helping CFOs be successful. 

Job 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 

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 

Preferred Qualifications

CPA

“Armanino” is the brand name under which Armanino LLP, Armanino CPA 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 and Armanino CPA LLP are licensed independent CPA firms that provide 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’s 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. The compensation range for this position: $169,050 - $264,600. Compensation may vary based on skills, role, and location.   

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/   

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