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  • Manufacturing & Distribution Director, Mid Market Outsourcing

    Armanino McKenna Certified Public Accountants & Consultants 4.7company rating

    Armanino McKenna Certified Public Accountants & Consultants job in Chicago, IL or remote

    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. We are seeking an experienced, forward-thinking Director to lead the Manufacturing & Distribution (M&D) team within our Mid Market Outsourcing practice. This is a key leadership role responsible for practice growth, client delivery excellence, team development, and strategic oversight of complex operational accounting engagements. You will shape the direction of the practice, deepen client relationships, drive business development initiatives, and ensure our team consistently delivers high-quality results. Job Responsibilities * Provide strategic leadership for the M&D Outsourcing practice, guiding vision, priorities, and long-term goals in alignment with firm objectives. * Lead, develop, and mentor Managers and staff supporting multiple clients, fostering a high-performance culture centered on accountability, growth, and collaboration. * Oversee engagement delivery across the M&D client portfolio, ensuring accurate, timely, and high-quality accounting and finance operations. * Serve as the senior subject matter expert for M&D operational accounting, including inventory processes, costing, three-way match, and supply chain-related workflows. * Act as the executive-level advisor to clients, providing strategic insights, identifying operational improvements, and supporting decision-making. * Oversee full-cycle accounting, financial reporting, and compliance with US GAAP across the client portfolio. * Review and sign off on periodic management-use financial statements and supporting analyses. * Lead relationships with external auditors, internal firm stakeholders, and cross-functional partners on behalf of clients. * Direct the onboarding of new clients, including scoping, resource planning, transition oversight, and risk mitigation. * Partner closely with professional sellers and solution architects to drive business development activities-including go-to-market strategies, pricing, proposals, and client presentations. * Sponsor and support system implementation and optimization projects, guiding teams through operational accounting challenges in ERP environments (NetSuite, Dynamics, SAP, Intacct). * Develop future leaders through coaching, performance management, and ongoing skills development initiatives. * Navigate complex or ambiguous situations, set priorities for the team, and make sound decisions independently. Requirements * Bachelor's degree in Accounting, Finance, or related field, or equivalent experience. * Minimum of 12 years of progressive accounting or finance experience, ideally combining public accounting or consulting with hands-on M&D industry experience. * Minimum of 4 years leading managers and teams in a fast-paced, client-service environment. * Expertise in financial reporting, operational accounting, and US GAAP compliance. * Strong experience resolving complex operational accounting issues within M&D environments. * Proficiency with ERP systems (NetSuite, Dynamics, SAP, Intacct) relevant to manufacturing and distribution. * Demonstrated success driving relationships and growth. * Flexibility to work from home while collaborating in person half the time. Preferred Qualifications * CPA or CMA designation. * Prior experience as a Controller, Director of Finance, VP of Finance, or similar operational leadership role within M&D. * Experience leading cloud-based accounting system implementations or major conversions. "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 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 Illinois residents, the compensation range for this position: $177,000 - $208,200. 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: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
    $177k-208.2k yearly Auto-Apply 39d ago
  • Private Equity Performance Improvement Leader

    Armanino McKenna Certified Public Accountants & Consultants 4.7company rating

    Armanino McKenna Certified Public Accountants & Consultants job in New York, NY or remote

    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 Public Accounting 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. We are seeking a Private Equity Performance Improvement Leader to lead and expand this sub-practice, working collaboratively to deliver outstanding client service while mentoring a team of rising professionals. This role will work closely with senior leadership and clients to build complex financial models, provide insights, and drive data-driven decision-making. The ideal candidate has extensive experience in financial modeling, corporate finance, and strategic advisory, with a strong ability to communicate financial insights to executive stakeholders. We are looking to add to our wickedly smart team in the one of the following locations: the San Francisco Bay Area, Los Angeles, or Irvine (California); Dallas or Austin (Texas); Seattle, (Washington); St. Louis (Missouri); Chicago (Illinois); Philadelphia (Pennsylvania); New York (New York); or Denver (Colorado). The ideal candidate will also have experience with integrated Capital Markets readiness and Value Creation projects. This includes advising clients on how to prepare for liquidity events, IPOs, debt and equity financing, and optimizing their financial structure for long-term success. Additionally, they will work with clients to identify and implement key value drivers that enhance enterprise value and operational efficiency. This individual must be both highly analytical, with the ability to dive into PE portfolio companies, their existing structure and reporting with the ability to design and execute plans to maximize stakeholder value. As the leader of the group, importance being an effective mentor, capable of teaching and developing others to help build the Private Equity Performance Improvement practice. Additionally, the ideal candidate should desire the role of a practice builder with experience in business development, including identifying new client opportunities, building relationships, and expanding Armanino's service offerings in the Private Equity and Strategic Finance space. Job Responsibilities * Develop, maintain, and improve financial models for various business scenarios, including forecasting, budgeting, capital planning, and valuation. * Provide strategic financial insights and recommendations to clients, helping them optimize performance and achieve growth objectives. * Conduct financial analysis and scenario planning to evaluate business strategies, capital allocation, and investment opportunities. * Lead and execute financial due diligence, mergers & acquisitions (M&A) analysis, and other transaction-related financial modeling. * Collaborate with internal and external stakeholders, including executives, investors, and finance teams, to deliver high-impact financial solutions. * Guide clients in implementing best practices for financial planning, reporting, and operational efficiencies. * Advise clients on capital markets readiness, including IPO preparation, financing strategies, and financial structuring. * Identify and implement key value creation drivers to enhance enterprise value and operational efficiency. * Leverage data analytics and visualization tools to present financial information in an impactful and digestible manner. * Mentor and develop junior team members in Private Equity Performance Improvement best practices, helping to build a strong practice within Armanino. * Drive business development efforts by identifying new client opportunities, building relationships, and expanding Armanino's Advisory service offerings. * Have ownership of, and manage, key initiatives and metrics, including but not limited to metrics related to billing, utilization, and A/R. Requirements * Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred. * Minimum 10 years of experience in valuation, financial modeling, corporate finance, investment banking, private equity, or strategic finance. * Advanced proficiency in financial modeling and Excel, with strong experience in valuation techniques, DCF, LBO, and M&A modeling. * Expertise in financial planning & analysis (FP&A) and strategic decision support. * Strong understanding of accounting principles and financial reporting. * Proven track record in generating new business opportunities * Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders. * Ability to work in a fast-paced, client-facing environment and manage multiple projects simultaneously. * Strong leadership and mentoring skills, with the ability to develop and grow a team of financial professionals. * Strong client communication skills * Flexibility to work from home while collaborating in person half the time. Preferred Qualifications * Experience with financial forecasting tools, BI platforms, and data visualization software (e.g., Tableau, Power BI) is a plus. * Interest or experience in business development, including identifying client opportunities, relationship-building, and expanding service offerings. "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 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: $223,200 - $262,600. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $245,600 - $288,900. For Northern California residents, the compensation range for this position: $256,700 - $302,000. 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: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
    $71k-86k yearly est. Auto-Apply 35d ago
  • Internal Audit & Risk Advisory Manager

    Bakertilly 4.6company rating

    Remote job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of risk and advisory? If yes, consider joining Baker Tilly (BT) as an Internal Audit & Risk Manager! Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, and IT best practices. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. Does this describe you? •You want to continue to expand your work experiences and hone your skills as a comprehensive risk professional in the areas of internal control over financial reporting, internal audit, compliance, enterprise risk management, and governance. • You crave the opportunity to be part of a fast growing, entrepreneurial risk consulting practice where your hard work and creativity will be rewarded •You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together •You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow What you will do: • Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business processes and systems. o Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement o Perform detailed materiality analysis, scoping, risk assessment, and other engagement planning and management tasks required to guide engagement team execution. o Think independently and strategically about your clients' business, systems and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes and business objectives o Provide strategic business advice to clients by assisting in the implementation of new processes and controls that address key risks o Assess, manage and optimize business risk across a wide range of areas, including operational audit and SOX compliance o Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients o Draft comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies o Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service o Facilitate professional and effective presentations to internal and external audiences o Continue to develop your knowledge and experience working with a variety of technology environments, platforms, applications and tools/utilities •Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met •Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community •Invest in your professional development individually and through participation in firm wide learning and development programs •Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals •Enjoy friendships, social activities and team outings that encourage a work-life balance • Actively participates in professional organizations, client functions, events, and lunches & conducts presentations and seminars. Successful candidates will have: • Bachelor's degree in accounting, finance or a related program • CPA or CIA designation(s) required • 5+ year(s) experience with risk advisory, internal/external audit, business process reengineering, and/or internal controls • Experience as a client serving professional for a public accounting or consulting firm desired • Experience serving clients with the following industries; technology, manufacturing, distribution, energy and natural resources • Excellent analytical, technical and problem solving skills, with strong attention to detail • Exceptional verbal and written communication, collaboration, and time management skills The compensation range for this role is $116,730 to $221,300. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $116.7k-221.3k yearly Auto-Apply 60d+ ago
  • Private Equity Performance Improvement Leader

    Armanino McKenna Certified Public Accountants & Consultants 4.7company rating

    Armanino McKenna Certified Public Accountants & Consultants job in San Francisco, CA or remote

    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 Public Accounting 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. We are seeking a Private Equity Performance Improvement Leader to lead and expand this sub-practice, working collaboratively to deliver outstanding client service while mentoring a team of rising professionals. This role will work closely with senior leadership and clients to build complex financial models, provide insights, and drive data-driven decision-making. The ideal candidate has extensive experience in financial modeling, corporate finance, and strategic advisory, with a strong ability to communicate financial insights to executive stakeholders. We are looking to add to our wickedly smart team in the one of the following locations: the San Francisco Bay Area, Los Angeles, or Irvine (California); Dallas or Austin (Texas); Seattle, (Washington); St. Louis (Missouri); Chicago (Illinois); Philadelphia (Pennsylvania); New York (New York); or Denver (Colorado). The ideal candidate will also have experience with integrated Capital Markets readiness and Value Creation projects. This includes advising clients on how to prepare for liquidity events, IPOs, debt and equity financing, and optimizing their financial structure for long-term success. Additionally, they will work with clients to identify and implement key value drivers that enhance enterprise value and operational efficiency. This individual must be both highly analytical, with the ability to dive into PE portfolio companies, their existing structure and reporting with the ability to design and execute plans to maximize stakeholder value. As the leader of the group, importance being an effective mentor, capable of teaching and developing others to help build the Private Equity Performance Improvement practice. Additionally, the ideal candidate should desire the role of a practice builder with experience in business development, including identifying new client opportunities, building relationships, and expanding Armanino's service offerings in the Private Equity and Strategic Finance space. Job Responsibilities * Develop, maintain, and improve financial models for various business scenarios, including forecasting, budgeting, capital planning, and valuation. * Provide strategic financial insights and recommendations to clients, helping them optimize performance and achieve growth objectives. * Conduct financial analysis and scenario planning to evaluate business strategies, capital allocation, and investment opportunities. * Lead and execute financial due diligence, mergers & acquisitions (M&A) analysis, and other transaction-related financial modeling. * Collaborate with internal and external stakeholders, including executives, investors, and finance teams, to deliver high-impact financial solutions. * Guide clients in implementing best practices for financial planning, reporting, and operational efficiencies. * Advise clients on capital markets readiness, including IPO preparation, financing strategies, and financial structuring. * Identify and implement key value creation drivers to enhance enterprise value and operational efficiency. * Leverage data analytics and visualization tools to present financial information in an impactful and digestible manner. * Mentor and develop junior team members in Private Equity Performance Improvement best practices, helping to build a strong practice within Armanino. * Drive business development efforts by identifying new client opportunities, building relationships, and expanding Armanino's Advisory service offerings. * Have ownership of, and manage, key initiatives and metrics, including but not limited to metrics related to billing, utilization, and A/R. Requirements * Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred. * Minimum 10 years of experience in valuation, financial modeling, corporate finance, investment banking, private equity, or strategic finance. * Advanced proficiency in financial modeling and Excel, with strong experience in valuation techniques, DCF, LBO, and M&A modeling. * Expertise in financial planning & analysis (FP&A) and strategic decision support. * Strong understanding of accounting principles and financial reporting. * Proven track record in generating new business opportunities * Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders. * Ability to work in a fast-paced, client-facing environment and manage multiple projects simultaneously. * Strong leadership and mentoring skills, with the ability to develop and grow a team of financial professionals. * Strong client communication skills * Flexibility to work from home while collaborating in person half the time. Preferred Qualifications * Experience with financial forecasting tools, BI platforms, and data visualization software (e.g., Tableau, Power BI) is a plus. * Interest or experience in business development, including identifying client opportunities, relationship-building, and expanding service offerings. "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 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: $223,200 - $262,600. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $245,600 - $288,900. For Northern California residents, the compensation range for this position: $256,700 - $302,000. 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: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
    $63k-81k yearly est. Auto-Apply 35d ago
  • Microsoft Alliance Client Relationship Executive- Healthcare

    PwC 4.8company rating

    San Diego, CA job

    **Specialty/Competency:** IFS - Clients & Markets **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 60% At PwC, our people in brand management, marketing and sales focus on collaboration to develop and execute strategic sales and marketing initiatives. These individuals focus on driving revenue growth, promoting the Firm's services, enhancing brand visibility, and capturing new business opportunities. They utilise market research, digital marketing, creative campaigns, and effective sales strategies to engage clients, enhance the firm's brand and market presence, and achieve organisational targets. Those in business development at PwC will focus on identifying and pursuing new opportunities to drive growth and expand the Firm's client base. Your work will involve building relationships, conducting market research, and developing strategic plans to drive revenue and achieve business objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Lead in line with our values and brand. + Develop new ideas, solutions, and structures; drive thought leadership. + Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. + Balance long-term, short-term, detail-oriented, and big picture thinking. + Make strategic choices and drive change by addressing system-level enablers. + Promote technological advances, creating an environment where people and technology thrive together. + Identify gaps in the market and convert opportunities to success for the Firm. + Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Brand Management, Marketing and Sales team you will drive business development efforts and cultivate long-term relationships with Technology Alliances and clients. As a Director you will set the strategic direction, oversee multiple projects, and maintain impactful executive-level client relations while fostering an environment of integrity and collaboration. Responsibilities - Oversee multiple projects to confirm timely and quality delivery - Identify market opportunities and develop strategies to capitalize on them - Mentor team members to enhance their professional growth and capabilities - Promote a culture of excellence and uphold the firm's values What You Must Have - High School Diploma - 8 years of sales, marketing or PwC experience What Sets You Apart - Bachelor's Degree in Business Administration/Management, Marketing, Economics, Computer and Information Science preferred - Demonstrating thought leadership in professional services selling - Building and sustaining long-term relationships with clients - Showcasing success in individual contributor sales roles - Understanding industry structures and emerging issues - Leading and coaching complex sales processes - Overcoming objections to secure business - Thriving in unstructured and evolving environments - Projecting executive presence with C-level executives Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $122,500 - $423,780. For residents of Washington state the salary range for this position is: $122,500 - $504,500. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
    $164k-233k yearly est. 12d ago
  • Summer 2026 - AI Intern (Century City)

    Armanino 4.7company rating

    Armanino job in California

    The Opportunity 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. You will gain hands-on experience working alongside professionals at all levels that will provide you with insight into the field of AI Development. Your internship will give you the same exposure to Armanino as our AI Developer, while participating in interactive and engaging programming. During your time interning with us, you'll also have the opportunity to participate in trainings and activities to boost your skills and engagement. 90% project work / individual work 10% internal meetings 100% continued learning Job Responsibilities Support the automation team in scoping, designing, and assisting with the delivery of integration, automation, and data analytics solutions. Learn to identify appropriate technologies and architectures to support evolving project and business needs. Assist in documenting requirements, test plans, and design specifications to ensure clarity and consistency. Contribute to the design and development of automation and data integration workflows under guidance. Participate in testing and validation efforts to help ensure reliability and scalability of solutions. Research and explore emerging technologies that could enhance automation and analytics capabilities. Collaborate with cross-functional teams to help build smarter, more connected systems that support both internal teams and clients. Requirements Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future Preferred Requirements Current enrollment in a bachelor's or master's program in Data Science and/or Artificial Intelligence with a graduation date between December 2026 - August 2027 strongly preferred. “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 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: $32.00/hr. 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: **************************************************** Uniquely Armanino
    $32 hourly Auto-Apply 11d ago
  • Manager, Oracle Cloud HCM - Time and Labor

    KPMG 4.8company rating

    Irvine, CA job

    The KPMG Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading market tools, we make sure our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. KPMG is currently seeking a Manager, Oracle HCM - Time and Labor for our Consulting practice. Responsibilities : * Lead Oracle Cloud Human Capital Management (HCM) projects involving strategy, implementation support, and Enterprise Resource Planning (ERP) optimization related to Information Technology (IT) operations, business processes, security, and data integrity for the Oracle Cloud applications * Support business development activities such as identification, proposal development, and other pursuit activities; work with the appropriate KPMG resources from other service lines/industries * Lead the day-to-day activities of Oracle Cloud ERP Advisory engagements for various clients, including process design, package implementation lifecycle support, and project reviews * Supervise and performance manage staff working on assigned engagements Manage engagements according to KPMGs financial/cost management policies Qualifications : * A minimum of five years of Oracle enterprise resource planning (ERP), Human Capital Management (HCM) implementation, and upgrade experience * Completion of one full implementation with Oracle Cloud Human Capital Management (HCM) implementation as a Functional Lead or Project Lead * Bachelor's degree in an appropriate field from an accredited college/university * Strong verbal and analytical skills with the ability to write at a publication quality level * Detailed understanding of Oracle Cloud ERP System concepts and general module functionality * Travel as required * Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa) KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: ********************************************************************** California Salary Range: $135000 - $218000 KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site). KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $58k-76k yearly est. 60d+ ago
  • High Net Worth Tax Principal

    Bakertilly 4.6company rating

    San Francisco, CA job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the "go to" high net worth tax expert? Are you inspired to lead a practice, lead people and make a difference for your clients? If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Principal! Our private wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners. We help company executives, business owners, affluent families and family offices, estates and trusts in managing, preserving and transitioning wealth. Our consulting professionals provide comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services. You will work side-by-side with firm leadership and will be a valued mentor and coach to a group of talented staff. BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. What you will do: Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities: Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and generation skipping tax Advise and make recommendations to clients on business succession planning Build on technical competence by keeping up-to-date on trends, developments and technical authorities - applying them to complex situations Manage client engagement staffing, billings/collections, and ensure client profitability targets are met Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue Invest in your professional development individually and through participation in firm wide learning and development programs Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Enjoy friendships, social activities and team outings that encourage a work-life balance Successful candidates will have: An undergraduate degree in accounting or law required CPA or JD required Experience as a leader in a public accounting firm in the Tax space Ten (10)+ years' experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses. This includes strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities, partnership taxation and corporate taxation Six (6)+ years supervisory experience, mentoring and counseling associates Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects. Eligibility to work in the U.S., without sponsorship, highly preferred
    $103k-136k yearly est. Auto-Apply 46d ago
  • Audit Senior Associate

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Woodland, CA job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Are you interested in joining one of the fastest growing public accounting firms? Would you like the ability to focus on one industry sector and further become an expert for your clients? If yes, consider joining Baker Tilly US (BT) as an Audit Senior Associate for our Los Angeles/Santa Monica office! This is a great opportunity to be a valued business advisor delivering industry-focused audit and other assurance services to middle market clients. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: * You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve. * You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges. * You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions. * You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!). * You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow. What you will do: * Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients: * Proactively engage with your clients throughout the year to gather needed information to complete testing and respond to questions raised. * Plan and supervise the execution of all audit engagement activities. * Review and perform substantive testing on client's balance sheets and income statements. * Conduct and review tests to assess deficiencies of internal controls and make recommendations for improvement. * Play an active role in discussions with the Manager and Partner relative to business recommendations resulting from testing performed and information gathered. * Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs. * Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients. * Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals. * Enjoy friendships, social activities and team outings that encourage a work-life balance. Qualifications * Successful candidates will have: * Bachelor's degree in accounting or an undergraduate degree with sufficient coursework to sit for the CPA exam * CPA preferred or actively pursuing completion of exam * Two (2)+ years of experience providing financial statement auditing services within a public accounting firm * Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving * Strong leadership, project management, organizational and analytical skills, initiative, adaptability * Microsoft Suite skills * Eligibility to work in the U.S. without sponsorship preferred Additional Information For California, Colorado, New York and Washington: The compensation range for this role is $67,880 to $128,690 Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. #LI-Hybrid
    $67.9k-128.7k yearly Auto-Apply 60d+ ago
  • Director, Transaction Advisory Services

    Armanino McKenna Certified Public Accountants & Consultants 4.7company rating

    Armanino McKenna Certified Public Accountants & Consultants job in San Jose, CA or remote

    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, or another Business-related field is required * 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) * Exceptional writing, communication, interpersonal, presentation, organizational, management, analytical, decision-making and research skills. * 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 * Full of entrepreneurial spirit and comfortable in a fluid, flat organization * Flexibility to work from home while collaborating in person half the time. 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 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: $200,000 - $240,000. 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: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
    $200k-240k yearly Auto-Apply 41d ago
  • Valuation Analyst - Real Estate Advisory

    Bakertilly 4.6company rating

    Irvine, CA job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Baker Tilly is looking for a Valuation Analyst to join our Real Estate Advisory Team in our Financial Advisory Services group! On the Real Estate Advisory team, you will assist on engagements primarily related to the valuation and advisory of real estate and real estate entities, which may include financial modeling, business enterprise valuations (of real estate entities), appraisals of real property for a variety of purposes, real and personal property valuations for financial reporting purposes (primarily ASC 805, ASC 820 and ASC 360). Conduct reviews of third-party valuations of real estate assets and entities and provide review commentary to Baker Tilly's audit engagement teams. Assist with research and development of firm published thought leadership. What you will do: Summarize and analyze financial data including entity, portfolio and property-level financial performance and forecasts Conduct economic, market and property level research Work with a variety of templates based upon project goals Develop unique valuation models Utilize discounted cash flow, direct capitalization, sales comparison approach, and cost approach valuation methodologies Develop narrative and summary format reports for client deliverables Demonstrate excellent team skills, positive attitude, and high ethical standards A willingness to work in an often fast paced project-based environment Maintain and expand knowledge base in area of expertise, comply with continuing education requirements; participate in professional organizations, independent study, etc. Qualifications: Bachelor's degree in Real Estate, Finance, Accounting, Economics or related field. Coursework in real estate and/or valuation a plus One to three (1-3) years finance or valuation experience Demonstrated analytical, problem-solving, organizational, interpersonal, project management, and communication skills required Ability to provide exceptional client service, demonstrate commitment to continuous learning, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties Strong Microsoft Excel skills required Strong writing skills preferred Availability to travel for client related work Preference will be given to candidates with the following: Progress toward state certified real estate trainee license, the MAI designation awarded by the Appraisal Institute, the Accredited Senior Appraiser (ASA) from the American Society of Appraisers, or other valuation designations Completion of Uniform Standards of Professional Appraisal Practice (USPAP) and/or real estate valuation courses. Real estate asset management, audit or valuation experience Familiarity with subscription sources such as CoStar and Argus valuation software. The compensation range for this role is $77,000-$123,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $77k-123k yearly Auto-Apply 7d ago
  • Assistant Controller, Fund Administration

    Armanino McKenna Certified Public Accountants & Consultants 4.7company rating

    Armanino McKenna Certified Public Accountants & Consultants job in Los Angeles, CA or remote

    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. Job Responsibilities * Manage fund accounting for private investments, including debt, private equity, and real estate, ensuring accurate reporting and compliance. * Lead multiple client engagements in a fast-paced, entrepreneurial environment with a hands-on approach to service delivery. * Oversee investor relations, treasury functions, and financial reporting while guiding both onshore and offshore teams. * Oversee day-to-day fund operations, monthly/quarterly reporting, and regulatory compliance as a first- and second-level reviewer. * Review and approve capital calls, distributions, liquidity forecasting, valuations, and performance calculations. * Ensure accuracy of NAVs, cash positions, waterfalls, and other key fund metrics. * Partner with the Director to manage client relationships and support fund accounting teams in delivering timely, high-quality work. * Implement operational processes, reconciliations, and reporting aligned with LPAs, GAAP, and SEC requirements. * Support the launch and onboarding of new funds and entities. * Lead audit coordination and provide tax support as needed. * Provide clear guidance to client service team members and support a high-quality, service-focused culture. * Contribute to an environment where team members share knowledge, learn, and grow. * Identify opportunities to improve processes across client engagements and internal operations. Requirements * Bachelor's degree in Accounting, Finance, or related field, or equivalent experience. * Minimum of 5 years of experience in the asset management or fund accounting industry. * Minimum of 1 year of experience leading or managing team members. * Strong exposure to private debt, private equity, and real estate fund structures. * Experience with multi-tiered master-feeder structures and investor reporting. * Experience in public accounting or fund administration. * Strong experience managing the financial close process. * Background working with open- and closed-ended funds. * Experience with waterfall and performance fee calculations. * Familiarity with Investran and common investor portals. * Ability to work in a hybrid environment, collaborating in person approximately half of the time. * Flexibility to work from home while collaborating in person half the time. Preferred Qualifications * CPA strongly preferred. "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 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: $114,400-$134,600. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $125,900-$148,100. For Northern California residents, the compensation range for this position: $131,600-$154,800. 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: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
    $131.6k-154.8k yearly Auto-Apply 21d ago
  • Director, Talent Development

    Armanino McKenna Certified Public Accountants & Consultants 4.7company rating

    Armanino McKenna Certified Public Accountants & Consultants job in Philadelphia, PA or remote

    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. We are seeking a Director, Talent Development to lead our leadership development, engagement, and performance objectives. This position is 50% on-site at one of our preferred locations and will play a key role in shaping and executing strategies that make our people a true competitive differentiator. Armanino is known for its innovative culture, collaborative environment, and commitment to empowering its people and clients. Responsibilities As Director, Talent Development, you will report to the VP Learning and Talent Development to define and execute a strategic vision for cultivating a high-performing, future-ready workforce that fuels Armanino's growth, innovation, and organizational excellence, with a focus on scalable solutions in a dynamic environment. A visionary leader and collaborative partner, you will position Armanino as a destination for top talent by driving transformative learning and talent development initiatives that ensure sustained success and operational scalability in a high-growth landscape. * Build and lead the Talent Management function to deliver high-impact programs aligned with business needs, fostering career progression, employee engagement, DEI, and alignment to role levels, competencies, and compensation structures that support firmwide priorities and client needs. * Partner with Business Units and HR Business Partners to enhance performance management, from goal setting to improving coaching skills, while evolving onboarding to ensure all employees are welcomed, prepared, and positioned for immediate success. * Design and implement talent initiatives tailored to scaling operations in a fast-paced private equity environment, leveraging advanced technologies, AI, analytics, and organization design/change management to drive agility, efficiency, and strategic alignment. * Develop and execute a comprehensive leadership development strategy and curricula, including executive talent review, succession planning, talent readiness processes, and coaching/mentoring programs to ensure a robust leadership pipeline. * Define and promote Armanino's employee value proposition, manage employee engagement surveys from design through action planning, and establish a career development philosophy that guides employees toward achieving their goals. * Collaborate with leadership to define and measure People and Talent KPIs, develop analytics and dashboards for real-time insights, and leverage predictive analytics to inform strategy, optimize initiatives, and address workforce challenges. * Serve as a trusted advisor to the VP Learning and Talent Development and executive leadership, fostering a culture of collaboration, accountability, innovation, and continuous improvement, while integrating best practices from external partners. * Achieve all key performance metrics for the Talent function, ensuring high internal customer satisfaction and alignment with Armanino's vision and the demands of scaling in a private equity environment. Requirements: * Bachelor's degree in Organizational Development, HR, Learning & Education, or related field (MBA/advanced degree preferred) with 10+ years in progressive Talent and Organizational Development leadership roles. * Experience in business consulting or BPO environments preferred. * Proven track record in talent management, leadership development, organizational dynamics, and employee engagement; success designing and executing executive development, succession planning, coaching, and mentorship programs. * Demonstrated ability to build pay-for-performance cultures and effective performance management processes. * Strong business acumen and strategic thinking with experience aligning talent strategies to organizational goals, driving transformation, and managing change in complex environments. * Office-based role within a standard professional setting. * Travel may be required. * Flexibility to work from home while collaborating in person half the time. "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 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 Northern California residents, the compensation range for this position: $203,500-$239,400. For Southern California residents, New York residents, Illinois residents, and Washington residents the compensation range for this position: $194,700-$229,000. For Colorado residents, the compensation range for this position: $177,000-$208,200. 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: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
    $203.5k-239.4k yearly Auto-Apply 60d+ ago
  • Private Equity Performance Improvement Leader

    Armanino McKenna Certified Public Accountants & Consultants 4.7company rating

    Armanino McKenna Certified Public Accountants & Consultants job in Los Angeles, CA or remote

    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 Public Accounting 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. We are seeking a Private Equity Performance Improvement Leader to lead and expand this sub-practice, working collaboratively to deliver outstanding client service while mentoring a team of rising professionals. This role will work closely with senior leadership and clients to build complex financial models, provide insights, and drive data-driven decision-making. The ideal candidate has extensive experience in financial modeling, corporate finance, and strategic advisory, with a strong ability to communicate financial insights to executive stakeholders. We are looking to add to our wickedly smart team in the one of the following locations: the San Francisco Bay Area, Los Angeles, or Irvine (California); Dallas or Austin (Texas); Seattle, (Washington); St. Louis (Missouri); Chicago (Illinois); Philadelphia (Pennsylvania); New York (New York); or Denver (Colorado). The ideal candidate will also have experience with integrated Capital Markets readiness and Value Creation projects. This includes advising clients on how to prepare for liquidity events, IPOs, debt and equity financing, and optimizing their financial structure for long-term success. Additionally, they will work with clients to identify and implement key value drivers that enhance enterprise value and operational efficiency. This individual must be both highly analytical, with the ability to dive into PE portfolio companies, their existing structure and reporting with the ability to design and execute plans to maximize stakeholder value. As the leader of the group, importance being an effective mentor, capable of teaching and developing others to help build the Private Equity Performance Improvement practice. Additionally, the ideal candidate should desire the role of a practice builder with experience in business development, including identifying new client opportunities, building relationships, and expanding Armanino's service offerings in the Private Equity and Strategic Finance space. Job Responsibilities * Develop, maintain, and improve financial models for various business scenarios, including forecasting, budgeting, capital planning, and valuation. * Provide strategic financial insights and recommendations to clients, helping them optimize performance and achieve growth objectives. * Conduct financial analysis and scenario planning to evaluate business strategies, capital allocation, and investment opportunities. * Lead and execute financial due diligence, mergers & acquisitions (M&A) analysis, and other transaction-related financial modeling. * Collaborate with internal and external stakeholders, including executives, investors, and finance teams, to deliver high-impact financial solutions. * Guide clients in implementing best practices for financial planning, reporting, and operational efficiencies. * Advise clients on capital markets readiness, including IPO preparation, financing strategies, and financial structuring. * Identify and implement key value creation drivers to enhance enterprise value and operational efficiency. * Leverage data analytics and visualization tools to present financial information in an impactful and digestible manner. * Mentor and develop junior team members in Private Equity Performance Improvement best practices, helping to build a strong practice within Armanino. * Drive business development efforts by identifying new client opportunities, building relationships, and expanding Armanino's Advisory service offerings. * Have ownership of, and manage, key initiatives and metrics, including but not limited to metrics related to billing, utilization, and A/R. Requirements * Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred. * Minimum 10 years of experience in valuation, financial modeling, corporate finance, investment banking, private equity, or strategic finance. * Advanced proficiency in financial modeling and Excel, with strong experience in valuation techniques, DCF, LBO, and M&A modeling. * Expertise in financial planning & analysis (FP&A) and strategic decision support. * Strong understanding of accounting principles and financial reporting. * Proven track record in generating new business opportunities * Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders. * Ability to work in a fast-paced, client-facing environment and manage multiple projects simultaneously. * Strong leadership and mentoring skills, with the ability to develop and grow a team of financial professionals. * Strong client communication skills * Flexibility to work from home while collaborating in person half the time. Preferred Qualifications * Experience with financial forecasting tools, BI platforms, and data visualization software (e.g., Tableau, Power BI) is a plus. * Interest or experience in business development, including identifying client opportunities, relationship-building, and expanding service offerings. "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 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: $223,200 - $262,600. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $245,600 - $288,900. For Northern California residents, the compensation range for this position: $256,700 - $302,000. 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: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
    $67k-80k yearly est. Auto-Apply 35d ago
  • Private Equity Performance Improvement Leader

    Armanino McKenna Certified Public Accountants & Consultants 4.7company rating

    Armanino McKenna Certified Public Accountants & Consultants job in Los Angeles, CA or remote

    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 Public Accounting 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. We are seeking a Private Equity Performance Improvement Leader to lead and expand this sub-practice, working collaboratively to deliver outstanding client service while mentoring a team of rising professionals. This role will work closely with senior leadership and clients to build complex financial models, provide insights, and drive data-driven decision-making. The ideal candidate has extensive experience in financial modeling, corporate finance, and strategic advisory, with a strong ability to communicate financial insights to executive stakeholders. We are looking to add to our wickedly smart team in the one of the following locations: the San Francisco Bay Area, Los Angeles, or Irvine (California); Dallas or Austin (Texas); Seattle, (Washington); St. Louis (Missouri); Chicago (Illinois); Philadelphia (Pennsylvania); New York (New York); or Denver (Colorado). The ideal candidate will also have experience with integrated Capital Markets readiness and Value Creation projects. This includes advising clients on how to prepare for liquidity events, IPOs, debt and equity financing, and optimizing their financial structure for long-term success. Additionally, they will work with clients to identify and implement key value drivers that enhance enterprise value and operational efficiency. This individual must be both highly analytical, with the ability to dive into PE portfolio companies, their existing structure and reporting with the ability to design and execute plans to maximize stakeholder value. As the leader of the group, importance being an effective mentor, capable of teaching and developing others to help build the Private Equity Performance Improvement practice. Additionally, the ideal candidate should desire the role of a practice builder with experience in business development, including identifying new client opportunities, building relationships, and expanding Armanino's service offerings in the Private Equity and Strategic Finance space. Job Responsibilities * Develop, maintain, and improve financial models for various business scenarios, including forecasting, budgeting, capital planning, and valuation. * Provide strategic financial insights and recommendations to clients, helping them optimize performance and achieve growth objectives. * Conduct financial analysis and scenario planning to evaluate business strategies, capital allocation, and investment opportunities. * Lead and execute financial due diligence, mergers & acquisitions (M&A) analysis, and other transaction-related financial modeling. * Collaborate with internal and external stakeholders, including executives, investors, and finance teams, to deliver high-impact financial solutions. * Guide clients in implementing best practices for financial planning, reporting, and operational efficiencies. * Advise clients on capital markets readiness, including IPO preparation, financing strategies, and financial structuring. * Identify and implement key value creation drivers to enhance enterprise value and operational efficiency. * Leverage data analytics and visualization tools to present financial information in an impactful and digestible manner. * Mentor and develop junior team members in Private Equity Performance Improvement best practices, helping to build a strong practice within Armanino. * Drive business development efforts by identifying new client opportunities, building relationships, and expanding Armanino's Advisory service offerings. * Have ownership of, and manage, key initiatives and metrics, including but not limited to metrics related to billing, utilization, and A/R. Requirements * Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred. * Minimum 10 years of experience in valuation, financial modeling, corporate finance, investment banking, private equity, or strategic finance. * Advanced proficiency in financial modeling and Excel, with strong experience in valuation techniques, DCF, LBO, and M&A modeling. * Expertise in financial planning & analysis (FP&A) and strategic decision support. * Strong understanding of accounting principles and financial reporting. * Proven track record in generating new business opportunities * Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders. * Ability to work in a fast-paced, client-facing environment and manage multiple projects simultaneously. * Strong leadership and mentoring skills, with the ability to develop and grow a team of financial professionals. * Strong client communication skills * Flexibility to work from home while collaborating in person half the time. Preferred Qualifications * Experience with financial forecasting tools, BI platforms, and data visualization software (e.g., Tableau, Power BI) is a plus. * Interest or experience in business development, including identifying client opportunities, relationship-building, and expanding service offerings. "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 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: $223,200 - $262,600. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $245,600 - $288,900. For Northern California residents, the compensation range for this position: $256,700 - $302,000. 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: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
    $61k-76k yearly est. Auto-Apply 35d ago
  • Consulting Business Unit Digital Lead

    Armanino 4.7company rating

    Armanino job in San Ramon, CA

    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 Problem Identification & Solution Definition Lead efforts to identify and quantify business unit-specific digital (process and technology) challenges. Collaborate with stakeholders to define digital solutions tailored to those challenges. Collaborate with other BUs to identify cross BU digital opportunities. Strategic Roadmapping Develop and prioritize a transformation roadmap for the business unit. Maintain listing of all tools used by BU (tool, vendor, use case, contract info) - including Update schedules, tool specific roadmaps, etc Ensure alignment with the Firmwide Digital Group (FDG) and broader organizational goals, including Vision 2030. Support Partner in Charge of Business Unit in presentation of digital roadmaps to key leadership stakeholders. Resource & Timeline Planning Work with BU to plan and allocate resources effectively for transformation initiatives. Contribute to the establishment of realistic timelines and milestones for project execution. Execution & Ownership Take full ownership of the business unit's portion of integrated transformation plans. Ensure timely and successful delivery of initiatives. Cross-functional Collaboration Partner with FDG and other business units to maintain alignment on priorities and execution. Facilitate communication and coordination across teams. Performance Measurement Define Key Performance Indicators (KPIs) and Key Results at the start of each initiative. Monitor and report on progress and outcomes. Program Management Oversee the execution of both business unit-specific and firmwide initiatives. Ensure integration and synergy across programs. Change Management Lead BU change management efforts to ensure smooth adoption of new processes and technologies. Develop and execute launch plans for transformation initiatives. Requirements Strong technical background with a deep understanding of business operations. Ability to bridge the gap between technology and business strategy. Bachelor's degree in relevant field or equivalent experience required. Master's degree in relevant field preferred. Minimum of 15 years of professional experience in roles focused on: Identifying and quantifying digital process and technology challenges, developing comprehensive transformation roadmaps, effectively planning and allocating resources for digital transformation initiatives. Working knowledge of key enterprise systems leveraged at Armanino: Workday PSA, Dayshape, Dynamic CRM, Wrike, ServiceNow and Intapp. “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 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: $224,600 - $264,200. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $247,000 - $290,600. For Southern California residents, the compensation range for this position: $258,200 - $303,800. 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: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
    $95k-148k yearly est. Auto-Apply 28d ago
  • Salesforce CPQ/Revenue Cloud Director

    PwC 4.8company rating

    San Francisco, CA job

    **Specialty/Competency:** Salesforce **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 80% At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. As a Salesforce consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Salesforce applications. You will provide consulting services to clients, analysing their needs, implementing software solutions, and offering training and support for effective utilisation of Salesforce applications. Your versatile knowledge will allow you to assist clients in optimising operational efficiency and achieving their strategic objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Lead in line with our values and brand. + Develop new ideas, solutions, and structures; drive thought leadership. + Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. + Balance long-term, short-term, detail-oriented, and big picture thinking. + Make strategic choices and drive change by addressing system-level enablers. + Promote technological advances, creating an environment where people and technology thrive together. + Identify gaps in the market and convert opportunities to success for the Firm. + Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Salesforce Quote to Cash Consulting team you will lead the design of Salesforce technology-enabled solutions that address the needs of large organizations. As a Director you will execute complex programs, support business development efforts, and drive differentiation in PwC's offerings. This role is pivotal in driving growth, shaping client engagements, and mentoring future leaders, all while fostering an environment where people and technology thrive together. Responsibilities - Oversee the execution of intricate programs and initiatives - Foster collaboration between technology and personnel to enhance productivity - Identify market opportunities to differentiate PwC's service offerings - Maintain adherence to professional standards and guidelines - Promote a culture of innovation and continuous improvement What You Must Have - Bachelor's Degree - 9 years of experience What Sets You Apart - Master's Degree in Computer Science, Computer and Information Science, Management Information Systems preferred - One or more Salesforce.com certifications preferred - Bringing functional domain knowledge of Quote-to-Cash and advising clients on trends - Crafting and presenting compelling client presentations and briefings with clarity - Leveraging storytelling to connect technology with business - Developing data-driven business cases for clients that articulate the ROI for investment for complex CPQ / Billing programs - Mentoring and developing future leaders - Promoting a culture of innovation and excellence - Possessing prior experience in the consulting industry - Experience with Agile methodologies - Understanding of monetization models: transactional, recurring, consumption-based, subscription, and project-based Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** \#LI-Hybrid
    $109k-152k yearly est. 60d+ ago
  • Valuation Analyst - Real Estate Advisory

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Los Angeles, CA job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Baker Tilly is looking for a Valuation Analyst to join our Real Estate Advisory Team in our Financial Advisory Services group! On the Real Estate Advisory team, you will assist on engagements primarily related to the valuation and advisory of real estate and real estate entities, which may include financial modeling, business enterprise valuations (of real estate entities), appraisals of real property for a variety of purposes, real and personal property valuations for financial reporting purposes (primarily ASC 805, ASC 820 and ASC 360). Conduct reviews of third-party valuations of real estate assets and entities and provide review commentary to Baker Tilly's audit engagement teams. Assist with research and development of firm published thought leadership. What you will do: * Summarize and analyze financial data including entity, portfolio and property-level financial performance * and forecasts * Conduct economic, market and property level research * Work with a variety of templates based upon project goals * Develop unique valuation models * Utilize discounted cash flow, direct capitalization, sales comparison approach, and cost approach * valuation methodologies * Develop narrative and summary format reports for client deliverables * Demonstrate excellent team skills, positive attitude, and high ethical standards * A willingness to work in an often fast paced project-based environment * Maintain and expand knowledge base in area of expertise, comply with continuing education * requirements; participate in professional organizations, independent study, etc. Qualifications: * Bachelor's degree in Real Estate, Finance, Accounting, Economics or related field. Coursework in real estate and/or valuation a plus * One to three (1-3) years finance or valuation experience * Demonstrated analytical, problem-solving, organizational, interpersonal, project management, and communication skills required * Ability to provide exceptional client service, demonstrate commitment to continuous learning, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties * Strong Microsoft Excel skills required * Strong writing skills preferred * Availability to travel for client related work * Preference will be given to candidates with the following: * Progress toward state certified real estate trainee license, the MAI designation awarded by the Appraisal Institute, the Accredited Senior Appraiser (ASA) from the American Society of Appraisers, or other valuation designations * Completion of Uniform Standards of Professional Appraisal Practice (USPAP) and/or real estate valuation courses. * Real estate asset management, audit or valuation experience * Familiarity with subscription sources such as CoStar and Argus valuation software. The compensation range for this role is $77,000-$123,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $77k-123k yearly Auto-Apply 7d ago
  • Tax Director, NorCal Corporate Tax

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Walnut, CA job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Tax Director Responsibilities Are you interested in joining one of the fastest growing public accounting firms? Would you like the ability to focus on one industry sector and further become an expert for your clients? If yes, consider joining Baker Tilly (BT) as a Tax Director with the NorCal Corporate Tax team! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You'll enjoy this role if: You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!) You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow What you will do: Be a trusted member of the engagement team providing various corporate tax compliance and consulting services to industry specific clients: Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740 Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for consideration Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas Manage client engagement staffing, billings/collections, and ensure client profitability targets are met Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue Invest in your professional development individually and through participation in firm wide learning and development programs Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications Successful candidates will have: Bachelor's degree in accounting or law, or a similar degree in business, master's or advanced degree desirable CPA or JD required Eight (8) + years' experience providing federal tax compliance and consulting services in a professional services firm Five (5)+ years' of supervisory experience, mentoring and counseling associates Demonstrated management, analytical, organization, interpersonal, project management, communication skills Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects Highly developed software and Microsoft Suite skills Eligibility to work in the U.S. without sponsorship preferred Corporate Tax DirectorResponsibilities Are you interested in joining one of the fastest growing public accounting firms, and work with corporate clients? If yes, consider joining Baker Tilly (BT) as a Corporate Tax Director! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to midmarket and large corporate clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You'll enjoy this role if: You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!) You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow What you will do: Be a trusted member of the engagement team providing various corporate tax compliance and consulting services to industry specific clients: Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC 740 Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for consideration Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas Manage client engagement staffing, billings/collections, and ensure client profitability targets are met Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue Invest in your professional development individually and through participation in firm wide learning and development programs Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications Successful candidates will have: Bachelor's degree in accounting or law, or a similar degree in business, master's or advanced degree desirable CPA or JD required Eight (8)+ years' experience providing corporate tax compliance and consulting services in a professional services firm, including ASC 740 provision experience Five (5)+ years' of supervisory experience, mentoring and counseling associates Demonstrated management, analytical, organization, interpersonal, project management, communication skills Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects Highly developed software and Microsoft Suite skills Eligibility to work in the U.S. without sponsorship preferred The compensation range for this role is $191,260 to $362,600. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. #LI-MS1 #LI-hybrid
    $191.3k-362.6k yearly Auto-Apply 56d ago
  • Senior Associate, Private Wealth

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Sand City, CA job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Are you interested in joining one of the fastest growing public accounting firms? Would you like the ability to focus on one industry sector and further become an expert for your clients? If yes, consider joining Baker Tilly (BT) as a Private Wealth Tax Senior Associate! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to individual and flow-through clients. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!) You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow What you will do: Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific clients: Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies Participate in tax research projects on a variety of tax issues, help to draft IRS responses and address other tax authority inquiries Team with leaders on special projects in various areas of corporate and flow through taxation such as accounting methods and ASC740 Develop recommendations for the client to consider and share with leadership to discuss and strategize Communicate and team with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications Successful candidates will have: Bachelor's degree in accounting or law, or a related degree in business, and sufficient course work and credits to sit for the CPA and/or Bar exam in the state you are being considered CPA or JD license preferred Two (2)+ years of experience providing federal tax compliance and consulting services in a public accounting firm Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving Strong leadership, project management, organizational and analytical skills, initiative, adaptability Microsoft Suite skills Highly developed software and Microsoft Suite skills Eligibility to work in the U.S. without sponsorship preferred #LI-MS1 The compensation range for this role is $67,880 to $128,690. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $67.9k-128.7k yearly Auto-Apply 44d ago

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