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Senior Consultant jobs at Baker Tilly - 102 jobs

  • Senior Consultant, Mergers & Acquisitions (M&A) Tax

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Senior consultant job at Baker Tilly

    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 At Baker Tilly, we invest in our people. We believe in continuous learning and development and have a number of programs to ensure the success of our people. As we continue to grow our M&A Tax practice, we are seeking to add a Senior to our M&A Tax team in any of our offices. In this role, you will be developing and implementing transaction advisory services to our clients to meet their complex financial needs. Open to location. Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. This multi-faceted client base allows us to provide our staff with a variety of opportunities across numerous industries, and a constant flow of challenging and meaningful work. * Interact directly with Partners on matters related to client and engagement management * Modeling financial transactions to be used in valuation, structuring and negotiation * Prepare detailed memoranda and presentations describing the key attributes of client companies and industries * Assist in the review and analysis of the tax aspects of acquisition and merger agreements and draft tax opinion letters and memoranda * Identify and analyze tax risks and opportunities while advising on alternative tax strategies for acquisition, disposition and restructuring of businesses * Review, assess and advise clients regarding tax computations reflected in their financial models; and assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction * Data gathering, document review and preparation of reports * Research & financial analysis of target companies * Due diligence for both buy side and sell side transactions * Transaction structuring for tax and accounting issues * Negotiation support * Communication with business owners to ensure delivery of exceptional client service * Participate in various marketing and recruiting activities of the firm Qualifications * Bachelor's degree in Finance, Accounting or related field required; or a graduate degree and 4 years of related work experience. * 2+ years of work related experience in a mid to large size professional services firm * Certified Public Accountant CPA or JD/LLM required. * Tax due diligence, deal structuring and post-acquisition planning experience and/or inbound and outbound transaction consulting with international tax research, planning and compliance experience * Demonstrated analytical, problem-solving, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills required. * Strong written communication skills * 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. The compensation range for this role is $110,000 to $175,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $110k-175k yearly Auto-Apply 31d ago
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  • Senior Consultant, Mergers & Acquisitions (M&A) Tax

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Senior consultant job at Baker Tilly

    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 At Baker Tilly, we invest in our people. We believe in continuous learning and development and have a number of programs to ensure the success of our people. As we continue to grow our M&A Tax practice, we are seeking to add a Senior to our M&A Tax team in any of our offices. In this role, you will be developing and implementing transaction advisory services to our clients to meet their complex financial needs. Open to location. Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. This multi-faceted client base allows us to provide our staff with a variety of opportunities across numerous industries, and a constant flow of challenging and meaningful work. * Interact directly with Partners on matters related to client and engagement management * Modeling financial transactions to be used in valuation, structuring and negotiation * Prepare detailed memoranda and presentations describing the key attributes of client companies and industries * Assist in the review and analysis of the tax aspects of acquisition and merger agreements and draft tax opinion letters and memoranda * Identify and analyze tax risks and opportunities while advising on alternative tax strategies for acquisition, disposition and restructuring of businesses * Review, assess and advise clients regarding tax computations reflected in their financial models; and assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction * Data gathering, document review and preparation of reports * Research & financial analysis of target companies * Due diligence for both buy side and sell side transactions * Transaction structuring for tax and accounting issues * Negotiation support * Communication with business owners to ensure delivery of exceptional client service * Participate in various marketing and recruiting activities of the firm Qualifications * Bachelor's degree in Finance, Accounting or related field required; or a graduate degree and 4 years of related work experience. * 2+ years of work related experience in a mid to large size professional services firm * Certified Public Accountant CPA or JD/LLM required. * Tax due diligence, deal structuring and post-acquisition planning experience and/or inbound and outbound transaction consulting with international tax research, planning and compliance experience * Demonstrated analytical, problem-solving, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills required. * Strong written communication skills * 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. The compensation range for this role is $110,000 to $175,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $110k-175k yearly Auto-Apply 31d ago
  • Large Bank Data Analytics Internal Audit Senior Consultant

    Crowe 4.7company rating

    Chicago, IL jobs

    Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. Job Description: Large Bank Data Analytics Internal Audit Senior Consultant Joining our Consulting Financial Services practice is an opportunity to help make the world more honest, transparent, safe, and secure. From day one of being on our team, you will assist our clients with transforming their governance, embedding risk in their decision-making and maintaining efficient compliance. We will enable an entrepreneurial and innovative environment for you to deliver transformative consulting services and to develop deeply specialized skill sets demanded in today's market. The Large Bank Data Analytics Internal Audit Senior Consultant will be an experienced, self-motivated professional interested in joining our expanding internal audit team. This position has limited travel. This primarily responsibilities include leading Data Analytics Consulting engagements, providing critical solution development across a broad portfolio of external clients. You retain a combination of functional knowledge and execution skills in leveraging SQL, Tableau, Python, Snowflake, SAS and other like products. We prefer candidates with a strong client facing consulting background and business accounting/finance acumen. Minimal travel is required for this position, with client work primarily being performed remotely. You will be responsible for: Interface and communicate with subject matter experts of varied backgrounds, including c-suite executives, to properly assess data analytics requirements and execution strategy. Conducting fieldwork, preparing workpapers to support conclusions, discussing findings and observations with management, and preparing written reports of various types and formats. Involved in providing clients with advice to improve and optimize internal controls, enhance and transform internal audit approach and methodologies and performing risk assessments. Conduct a thorough review of the code to ensure it aligns with its intended purpose and offer a credible challenge where necessary. Utilize SQL, SAS, or Python to clean, transform, and integrate large and diverse data sources. Perform ad-hoc data analysis using tools such as SQL, Tableau, Alteryx or Python. Create visually stunning and salient reports using tools such as Power BI or Tableau (additional tools are a major plus). Possess effective writing and communication skills for audiences of diverse business and technical backgrounds Balance multiple projects with attention to detail while meeting deadlines Qualifications: Bachelor's degree required. 3+ years' experience of working in financial institutions, Big 4 or equivalent, or regulatory supervisory of financial institutions. 3+ years of advanced experience with SQL, Power BI, Snowflake, SAS, Python or like toolset 3+ years of experience in creating dashboards and deploying to clients using Tableau (or Power BI) Exposure to larger financial institutions ($100 billion and up) preferred. Prior experience should include progressive responsibilities, including supervising and reviewing the work of others, and project management, including self-management of simultaneous work-streams and responsibilities. Strong written and verbal communication and comprehension both formally and informally to our clients and our teams, in a variety of formats and settings, including in interviews, meetings, calls, e-mails, reports, process narratives, presentations, etc. Internal control design and effectiveness understanding. Willingness to travel up to 25%. We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times. The application deadline for this role is 05/31/2026. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $80,500.00 - $160,400.00 per year. Our Benefits: Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you! How You Can Grow: We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper! More about Crowe: Crowe (************** is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world. Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws. Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge. Crowe 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, Los Angeles County Fair Chance Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.
    $80.5k-160.4k yearly Auto-Apply 16d ago
  • Large Bank Data Analytics Internal Audit Senior Consultant

    Crowe 4.7company rating

    Chicago, IL jobs

    Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. Job Description: Large Bank Data Analytics Internal Audit Senior Consultant Joining our Consulting Financial Services practice is an opportunity to help make the world more honest, transparent, safe, and secure. From day one of being on our team, you will assist our clients with transforming their governance, embedding risk in their decision-making and maintaining efficient compliance. We will enable an entrepreneurial and innovative environment for you to deliver transformative consulting services and to develop deeply specialized skill sets demanded in today's market. The Large Bank Data Analytics Internal Audit Senior Consultant will be an experienced, self-motivated professional interested in joining our expanding internal audit team. This position has limited travel. This primarily responsibilities include leading Data Analytics Consulting engagements, providing critical solution development across a broad portfolio of external clients. You retain a combination of functional knowledge and execution skills in leveraging SQL, Tableau, Python, Snowflake, SAS and other like products. We prefer candidates with a strong client facing consulting background and business accounting/finance acumen. Minimal travel is required for this position, with client work primarily being performed remotely. You will be responsible for: Interface and communicate with subject matter experts of varied backgrounds, including c-suite executives, to properly assess data analytics requirements and execution strategy. Conducting fieldwork, preparing workpapers to support conclusions, discussing findings and observations with management, and preparing written reports of various types and formats. Involved in providing clients with advice to improve and optimize internal controls, enhance and transform internal audit approach and methodologies and performing risk assessments. Conduct a thorough review of the code to ensure it aligns with its intended purpose and offer a credible challenge where necessary. Utilize SQL, SAS, or Python to clean, transform, and integrate large and diverse data sources. Perform ad-hoc data analysis using tools such as SQL, Tableau, Alteryx or Python. Create visually stunning and salient reports using tools such as Power BI or Tableau (additional tools are a major plus). Possess effective writing and communication skills for audiences of diverse business and technical backgrounds Balance multiple projects with attention to detail while meeting deadlines Qualifications: Bachelor's degree required. 3+ years' experience of working in financial institutions, Big 4 or equivalent, or regulatory supervisory of financial institutions. 3+ years of advanced experience with SQL, Power BI, Snowflake, SAS, Python or like toolset 3+ years of experience in creating dashboards and deploying to clients using Tableau (or Power BI) Exposure to larger financial institutions ($100 billion and up) preferred. Prior experience should include progressive responsibilities, including supervising and reviewing the work of others, and project management, including self-management of simultaneous work-streams and responsibilities. Strong written and verbal communication and comprehension both formally and informally to our clients and our teams, in a variety of formats and settings, including in interviews, meetings, calls, e-mails, reports, process narratives, presentations, etc. Internal control design and effectiveness understanding. Willingness to travel up to 25%. We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times. The application deadline for this role is 05/31/2026. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $80,500.00 - $160,400.00 per year. Our Benefits: Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you! How You Can Grow: We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper! More about Crowe: Crowe (************** is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world. Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws. Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge. Crowe 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, Los Angeles County Fair Chance Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.
    $80.5k-160.4k yearly Auto-Apply 14d ago
  • Workday Adaptive Senior Consultant

    Armanino McKenna Certified Public Accountants & Consultants 4.7company rating

    San Jose, CA jobs

    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. As a Workday Adaptive Senior Consultant, you will support our clients by managing and executing Workday Adaptive implementations in line with our established methodologies. Job Responsibilities * Gain a thorough understanding of Adaptive software, becoming an expert in its implementation, and keeping up with new features and updates. * Translate and document client requirements into effective, configurable solutions and business processes. * Lead projects with strong consulting, communication, and leadership skills, ensuring timely delivery within scope and budget. * Oversee multiple projects at once, managing consulting staff and providing performance feedback when needed. * Ensure the implementation methodology is consistently followed, maintaining high levels of client satisfaction. * Collaborate with Project Managers and Client Managers to draft change orders for clients. * Deliver consulting services as necessary, offering expert advice and guidance during projects. * Provide clients with regular written updates on project progress and maintain open communication throughout the process. * Offer technical support to clients when required. * Support Managed Services clients on open issues and enhancement requests. * Present Workday release review features to Managed Services clients. * Perform technical health checks and present finding to Managed Services clients on their Adaptive tenants. * Conduct and lead Armanino Academy live training courses with clients. * Take the lead in developing new processes and procedures for service delivery, including templates, best practices documentation, and contributions to the internal knowledge base. Requirements * Bachelor's degree in business, finance, or a related field, or equivalent professional experience. Master's degree preferred. * Minimum 3 years' experience in audit, consulting, or advisory roles, etc. * Minimum 2 years' experience with Workday Adaptive and in CPM software implementations with clients across multiple industries. * Workday Adaptive Planning First certification. * Proven project management and leadership skills, with a track record of delivering high-quality solutions on time. * Excellent facilitation skills for gathering business requirements, guiding client teams through implementation and go-live. * Exceptional analytical and problem-solving skills, with the ability to approach challenges creatively. * Proficiency and strong understanding of accounting principles and financial processes. * Strong project management skills, with the ability to prioritize tasks, manage deadlines, and work efficiently under pressure * Excellent communication skills, both written and verbal, with the ability to effectively collaborate with internal teams, external partners, and senior executives. * Detail-oriented mindset with a passion for data-driven decision-making and continuous improvement. * Travel for Armanino business and clients, as needed. * Flexibility to work from home while collaborating in person half the time. Preferred Qualifications * MBA or advanced degree * CPA license * Workday Adaptive Platform certification * Workday Adaptive Workforce Planning experience * Solver implementation experience * FINS / HCM integration experience "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: $103,600-$141,300. For Illinois residents, Washington residents, New York residents, and Southern California residents the compensation range for this position: $114,000-155,400. For Northern California residents, the compensation range for this position: $119,200 - $162,400. 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.
    $119.2k-162.4k yearly Auto-Apply 9d ago
  • Workday Adaptive Senior Consultant

    Armanino McKenna Certified Public Accountants & Consultants 4.7company rating

    Irvine, CA jobs

    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. As a Workday Adaptive Senior Consultant, you will support our clients by managing and executing Workday Adaptive implementations in line with our established methodologies. Job Responsibilities * Gain a thorough understanding of Adaptive software, becoming an expert in its implementation, and keeping up with new features and updates. * Translate and document client requirements into effective, configurable solutions and business processes. * Lead projects with strong consulting, communication, and leadership skills, ensuring timely delivery within scope and budget. * Oversee multiple projects at once, managing consulting staff and providing performance feedback when needed. * Ensure the implementation methodology is consistently followed, maintaining high levels of client satisfaction. * Collaborate with Project Managers and Client Managers to draft change orders for clients. * Deliver consulting services as necessary, offering expert advice and guidance during projects. * Provide clients with regular written updates on project progress and maintain open communication throughout the process. * Offer technical support to clients when required. * Support Managed Services clients on open issues and enhancement requests. * Present Workday release review features to Managed Services clients. * Perform technical health checks and present finding to Managed Services clients on their Adaptive tenants. * Conduct and lead Armanino Academy live training courses with clients. * Take the lead in developing new processes and procedures for service delivery, including templates, best practices documentation, and contributions to the internal knowledge base. Requirements * Bachelor's degree in business, finance, or a related field, or equivalent professional experience. Master's degree preferred. * Minimum 3 years' experience in audit, consulting, or advisory roles, etc. * Minimum 2 years' experience with Workday Adaptive and in CPM software implementations with clients across multiple industries. * Workday Adaptive Planning First certification. * Proven project management and leadership skills, with a track record of delivering high-quality solutions on time. * Excellent facilitation skills for gathering business requirements, guiding client teams through implementation and go-live. * Exceptional analytical and problem-solving skills, with the ability to approach challenges creatively. * Proficiency and strong understanding of accounting principles and financial processes. * Strong project management skills, with the ability to prioritize tasks, manage deadlines, and work efficiently under pressure * Excellent communication skills, both written and verbal, with the ability to effectively collaborate with internal teams, external partners, and senior executives. * Detail-oriented mindset with a passion for data-driven decision-making and continuous improvement. * Travel for Armanino business and clients, as needed. * Flexibility to work from home while collaborating in person half the time. Preferred Qualifications * MBA or advanced degree * CPA license * Workday Adaptive Platform certification * Workday Adaptive Workforce Planning experience * Solver implementation experience * FINS / HCM integration experience "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: $103,600-$141,300. For Illinois residents, Washington residents, New York residents, and Southern California residents the compensation range for this position: $114,000-155,400. For Northern California residents, the compensation range for this position: $119,200 - $162,400. 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.
    $119.2k-162.4k yearly Auto-Apply 9d ago
  • Senior Consultant, Valuations

    Armanino McKenna Certified Public Accountants & Consultants 4.7company rating

    San Jose, CA jobs

    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. Armanino LLP's Valuation and Financial Modeling Services Practice assists start-ups, private and public companies, estates, attorneys, as well as venture capital and private equity firms with business valuation, tangible asset, and custom financial modeling services. Armanino's valuation team has a track record of delivering industry leading expertise and value to clients across a wide range of industries and consulting assignments. Job Responsibilities * Lead and deliver business valuation projects for the following purposes: financial reporting purposes (ASC 805/ASC 350), gift and estate tax, 409A/ASC 718, management planning, litigation support, and/or M&A * Participate in all aspects of valuation projects from the initial proposal preparation through project completion. * Develop and utilize financial models (such as the Discounted Cash Flow, Option Pricing Method, and Black Scholes model) to arrive at value indications. * Identify, assess, and analyze comparable public/private companies and transactions to derive valuation multiples. * Composes narrative reports in support of valuation analyses. * Train and guide analysts and review their work to ensure quality control. * Research and analyze market conditions and trends to develop valuation opinions. * Participate in meetings with clients. * Perform SAS 73 review of valuations done by other valuation firms. Requirements * Minimum 2 years progressively responsible valuations experience within a business valuation firm or valuation practice of an accounting or consulting firm; * Bachelor's degree, preferably in business, accounting, finance, statistics, mathematics, or engineering; * Prior experience effectively resolving external review issues (auditors, IRS, etc.) is a plus; * Relevant valuation designation(s) ASA, CPA, CEIV, CVFI, ABV, or CVA, or progress toward one or more of these; * Excellent communications skills; professional presentation skills; self-starter, cooperative attitude; team player * Detail oriented, flexible, and responsive * Must be willing to travel to client sites as needed * 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 Illinois residents and Southern California residents the compensation range for this position: $80,000 - $125,000. For Northern California residents, the compensation range for this position: $90,000 - $130,000. Compensation may vary based on skills, role, and location. Armanino has a robust offering of benefits, including: * Medical, dental, vision * Generous PTO plan and paid sick time * Flexible work arrangements * 401K with Profit Sharing * Wellness program * Generous parental leave * 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
    $90k-130k yearly Auto-Apply 9d ago
  • Workday Adaptive Senior Consultant

    Armanino McKenna Certified Public Accountants & Consultants 4.7company rating

    New York, NY jobs

    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. As a Workday Adaptive Senior Consultant, you will support our clients by managing and executing Workday Adaptive implementations in line with our established methodologies. Job Responsibilities * Gain a thorough understanding of Adaptive software, becoming an expert in its implementation, and keeping up with new features and updates. * Translate and document client requirements into effective, configurable solutions and business processes. * Lead projects with strong consulting, communication, and leadership skills, ensuring timely delivery within scope and budget. * Oversee multiple projects at once, managing consulting staff and providing performance feedback when needed. * Ensure the implementation methodology is consistently followed, maintaining high levels of client satisfaction. * Collaborate with Project Managers and Client Managers to draft change orders for clients. * Deliver consulting services as necessary, offering expert advice and guidance during projects. * Provide clients with regular written updates on project progress and maintain open communication throughout the process. * Offer technical support to clients when required. * Support Managed Services clients on open issues and enhancement requests. * Present Workday release review features to Managed Services clients. * Perform technical health checks and present finding to Managed Services clients on their Adaptive tenants. * Conduct and lead Armanino Academy live training courses with clients. * Take the lead in developing new processes and procedures for service delivery, including templates, best practices documentation, and contributions to the internal knowledge base. Requirements * Bachelor's degree in business, finance, or a related field, or equivalent professional experience. Master's degree preferred. * Minimum 3 years' experience in audit, consulting, or advisory roles, etc. * Minimum 2 years' experience with Workday Adaptive and in CPM software implementations with clients across multiple industries. * Workday Adaptive Planning First certification. * Proven project management and leadership skills, with a track record of delivering high-quality solutions on time. * Excellent facilitation skills for gathering business requirements, guiding client teams through implementation and go-live. * Exceptional analytical and problem-solving skills, with the ability to approach challenges creatively. * Proficiency and strong understanding of accounting principles and financial processes. * Strong project management skills, with the ability to prioritize tasks, manage deadlines, and work efficiently under pressure * Excellent communication skills, both written and verbal, with the ability to effectively collaborate with internal teams, external partners, and senior executives. * Detail-oriented mindset with a passion for data-driven decision-making and continuous improvement. * Travel for Armanino business and clients, as needed. * Flexibility to work from home while collaborating in person half the time. Preferred Qualifications * MBA or advanced degree * CPA license * Workday Adaptive Platform certification * Workday Adaptive Workforce Planning experience * Solver implementation experience * FINS / HCM integration experience "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: $103,600-$141,300. For Illinois residents, Washington residents, New York residents, and Southern California residents the compensation range for this position: $114,000-155,400. For Northern California residents, the compensation range for this position: $119,200 - $162,400. 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.
    $119.2k-162.4k yearly Auto-Apply 9d ago
  • Sage Intacct Senior Consultant

    Armanino McKenna Certified Public Accountants & Consultants 4.7company rating

    New York, NY jobs

    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 is one of the largest Sage Intacct partners in the nation, having completed hundreds of client implementations. We are hiring for a Senior Intacct Implementation Consultant, who will be responsible for assisting our clients by successfully managing and implementing Intacct following the prescribed implementation methodology. Job Responsibilities: * Analyze and document system and business requirements * Setup system and configure according to customer requirements * Develop test scripts and for customers testing phase * Train end users on the Intacct system * Assist customers with data conversions * Make recommendation for new processes and procedures * Develop reports and dashboards utilizing the Intacct tools * Setup and configure 3rd integration tools * Work closely with Sales and Support to coordinate the completion of project tasks * Provide regular written reports on project status and discuss with customers * Project manages with ability to keep projects on time and on budget * Provide technical support to clients as needed * Provide input and contribute to the development of new processes and procedures for service delivery, including development of templates, documentation of best practices, contribution to the knowledge base, etc. Requirements: * Bachelor's degree preferred, preferably in business or accounting, or equivalent work experience * Experience in Professional Services, Financial Services, and/or Nonprofit industry * 5 years of progressive accounting experience * Experience with ERP implementations (Sage Intacct preferred) including installation, configuration, and training * Focus on driving customer outcomes - aligning high-quality, timely solutions to customer needs * Troubleshooting skills and superb analytical skills: ability to think "outside-the-box" to resolve problems * Collaborative skills. Must be able to engage internal resources across functional departments * Strong communication and presentation skills * 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 Colorado residents, the compensation range for this position: $98,600 - $141,300. For Illinois residents, Washington residents, New York residents, and Southern California residents, the compensation range for this position: $108,500 - $155,100. For Northern California residents, the compensation range for this position: $113,300 - $162,200. 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.
    $113.3k-162.2k yearly Auto-Apply 5d ago
  • Senior Consultant, Valuations

    Armanino McKenna Certified Public Accountants & Consultants 4.7company rating

    Irvine, CA jobs

    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. Armanino LLP's Valuation and Financial Modeling Services Practice assists start-ups, private and public companies, estates, attorneys, as well as venture capital and private equity firms with business valuation, tangible asset, and custom financial modeling services. Armanino's valuation team has a track record of delivering industry leading expertise and value to clients across a wide range of industries and consulting assignments. Job Responsibilities * Lead and deliver business valuation projects for the following purposes: financial reporting purposes (ASC 805/ASC 350), gift and estate tax, 409A/ASC 718, management planning, litigation support, and/or M&A * Participate in all aspects of valuation projects from the initial proposal preparation through project completion. * Develop and utilize financial models (such as the Discounted Cash Flow, Option Pricing Method, and Black Scholes model) to arrive at value indications. * Identify, assess, and analyze comparable public/private companies and transactions to derive valuation multiples. * Composes narrative reports in support of valuation analyses. * Train and guide analysts and review their work to ensure quality control. * Research and analyze market conditions and trends to develop valuation opinions. * Participate in meetings with clients. * Perform SAS 73 review of valuations done by other valuation firms. Requirements * Minimum 2 years progressively responsible valuations experience within a business valuation firm or valuation practice of an accounting or consulting firm; * Bachelor's degree, preferably in business, accounting, finance, statistics, mathematics, or engineering; * Prior experience effectively resolving external review issues (auditors, IRS, etc.) is a plus; * Relevant valuation designation(s) ASA, CPA, CEIV, CVFI, ABV, or CVA, or progress toward one or more of these; * Excellent communications skills; professional presentation skills; self-starter, cooperative attitude; team player * Detail oriented, flexible, and responsive * Must be willing to travel to client sites as needed * 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 Illinois residents and Southern California residents the compensation range for this position: $80,000 - $125,000. For Northern California residents, the compensation range for this position: $90,000 - $130,000. Compensation may vary based on skills, role, and location. Armanino has a robust offering of benefits, including: * Medical, dental, vision * Generous PTO plan and paid sick time * Flexible work arrangements * 401K with Profit Sharing * Wellness program * Generous parental leave * 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
    $90k-130k yearly Auto-Apply 9d ago
  • Workday Adaptive Senior Consultant

    Armanino McKenna Certified Public Accountants & Consultants 4.7company rating

    San Ramon, CA jobs

    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. As a Workday Adaptive Senior Consultant, you will support our clients by managing and executing Workday Adaptive implementations in line with our established methodologies. Job Responsibilities * Gain a thorough understanding of Adaptive software, becoming an expert in its implementation, and keeping up with new features and updates. * Translate and document client requirements into effective, configurable solutions and business processes. * Lead projects with strong consulting, communication, and leadership skills, ensuring timely delivery within scope and budget. * Oversee multiple projects at once, managing consulting staff and providing performance feedback when needed. * Ensure the implementation methodology is consistently followed, maintaining high levels of client satisfaction. * Collaborate with Project Managers and Client Managers to draft change orders for clients. * Deliver consulting services as necessary, offering expert advice and guidance during projects. * Provide clients with regular written updates on project progress and maintain open communication throughout the process. * Offer technical support to clients when required. * Support Managed Services clients on open issues and enhancement requests. * Present Workday release review features to Managed Services clients. * Perform technical health checks and present finding to Managed Services clients on their Adaptive tenants. * Conduct and lead Armanino Academy live training courses with clients. * Take the lead in developing new processes and procedures for service delivery, including templates, best practices documentation, and contributions to the internal knowledge base. Requirements * Bachelor's degree in business, finance, or a related field, or equivalent professional experience. Master's degree preferred. * Minimum 3 years' experience in audit, consulting, or advisory roles, etc. * Minimum 2 years' experience with Workday Adaptive and in CPM software implementations with clients across multiple industries. * Workday Adaptive Planning First certification. * Proven project management and leadership skills, with a track record of delivering high-quality solutions on time. * Excellent facilitation skills for gathering business requirements, guiding client teams through implementation and go-live. * Exceptional analytical and problem-solving skills, with the ability to approach challenges creatively. * Proficiency and strong understanding of accounting principles and financial processes. * Strong project management skills, with the ability to prioritize tasks, manage deadlines, and work efficiently under pressure * Excellent communication skills, both written and verbal, with the ability to effectively collaborate with internal teams, external partners, and senior executives. * Detail-oriented mindset with a passion for data-driven decision-making and continuous improvement. * Travel for Armanino business and clients, as needed. * Flexibility to work from home while collaborating in person half the time. Preferred Qualifications * MBA or advanced degree * CPA license * Workday Adaptive Platform certification * Workday Adaptive Workforce Planning experience * Solver implementation experience * FINS / HCM integration experience "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: $103,600-$141,300. For Illinois residents, Washington residents, New York residents, and Southern California residents the compensation range for this position: $114,000-155,400. For Northern California residents, the compensation range for this position: $119,200 - $162,400. 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.
    $119.2k-162.4k yearly Auto-Apply 9d ago
  • Workday Adaptive Senior Consultant

    Armanino McKenna Certified Public Accountants & Consultants 4.7company rating

    Los Angeles, CA jobs

    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. As a Workday Adaptive Senior Consultant, you will support our clients by managing and executing Workday Adaptive implementations in line with our established methodologies. Job Responsibilities * Gain a thorough understanding of Adaptive software, becoming an expert in its implementation, and keeping up with new features and updates. * Translate and document client requirements into effective, configurable solutions and business processes. * Lead projects with strong consulting, communication, and leadership skills, ensuring timely delivery within scope and budget. * Oversee multiple projects at once, managing consulting staff and providing performance feedback when needed. * Ensure the implementation methodology is consistently followed, maintaining high levels of client satisfaction. * Collaborate with Project Managers and Client Managers to draft change orders for clients. * Deliver consulting services as necessary, offering expert advice and guidance during projects. * Provide clients with regular written updates on project progress and maintain open communication throughout the process. * Offer technical support to clients when required. * Support Managed Services clients on open issues and enhancement requests. * Present Workday release review features to Managed Services clients. * Perform technical health checks and present finding to Managed Services clients on their Adaptive tenants. * Conduct and lead Armanino Academy live training courses with clients. * Take the lead in developing new processes and procedures for service delivery, including templates, best practices documentation, and contributions to the internal knowledge base. Requirements * Bachelor's degree in business, finance, or a related field, or equivalent professional experience. Master's degree preferred. * Minimum 3 years' experience in audit, consulting, or advisory roles, etc. * Minimum 2 years' experience with Workday Adaptive and in CPM software implementations with clients across multiple industries. * Workday Adaptive Planning First certification. * Proven project management and leadership skills, with a track record of delivering high-quality solutions on time. * Excellent facilitation skills for gathering business requirements, guiding client teams through implementation and go-live. * Exceptional analytical and problem-solving skills, with the ability to approach challenges creatively. * Proficiency and strong understanding of accounting principles and financial processes. * Strong project management skills, with the ability to prioritize tasks, manage deadlines, and work efficiently under pressure * Excellent communication skills, both written and verbal, with the ability to effectively collaborate with internal teams, external partners, and senior executives. * Detail-oriented mindset with a passion for data-driven decision-making and continuous improvement. * Travel for Armanino business and clients, as needed. * Flexibility to work from home while collaborating in person half the time. Preferred Qualifications * MBA or advanced degree * CPA license * Workday Adaptive Platform certification * Workday Adaptive Workforce Planning experience * Solver implementation experience * FINS / HCM integration experience "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: $103,600-$141,300. For Illinois residents, Washington residents, New York residents, and Southern California residents the compensation range for this position: $114,000-155,400. For Northern California residents, the compensation range for this position: $119,200 - $162,400. 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.
    $119.2k-162.4k yearly Auto-Apply 9d ago
  • Senior Consultant, Valuations

    Armanino McKenna Certified Public Accountants & Consultants 4.7company rating

    Los Angeles, CA jobs

    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. Armanino LLP's Valuation and Financial Modeling Services Practice assists start-ups, private and public companies, estates, attorneys, as well as venture capital and private equity firms with business valuation, tangible asset, and custom financial modeling services. Armanino's valuation team has a track record of delivering industry leading expertise and value to clients across a wide range of industries and consulting assignments. Job Responsibilities * Lead and deliver business valuation projects for the following purposes: financial reporting purposes (ASC 805/ASC 350), gift and estate tax, 409A/ASC 718, management planning, litigation support, and/or M&A * Participate in all aspects of valuation projects from the initial proposal preparation through project completion. * Develop and utilize financial models (such as the Discounted Cash Flow, Option Pricing Method, and Black Scholes model) to arrive at value indications. * Identify, assess, and analyze comparable public/private companies and transactions to derive valuation multiples. * Composes narrative reports in support of valuation analyses. * Train and guide analysts and review their work to ensure quality control. * Research and analyze market conditions and trends to develop valuation opinions. * Participate in meetings with clients. * Perform SAS 73 review of valuations done by other valuation firms. Requirements * Minimum 2 years progressively responsible valuations experience within a business valuation firm or valuation practice of an accounting or consulting firm; * Bachelor's degree, preferably in business, accounting, finance, statistics, mathematics, or engineering; * Prior experience effectively resolving external review issues (auditors, IRS, etc.) is a plus; * Relevant valuation designation(s) ASA, CPA, CEIV, CVFI, ABV, or CVA, or progress toward one or more of these; * Excellent communications skills; professional presentation skills; self-starter, cooperative attitude; team player * Detail oriented, flexible, and responsive * Must be willing to travel to client sites as needed * 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 Illinois residents and Southern California residents the compensation range for this position: $80,000 - $125,000. For Northern California residents, the compensation range for this position: $90,000 - $130,000. Compensation may vary based on skills, role, and location. Armanino has a robust offering of benefits, including: * Medical, dental, vision * Generous PTO plan and paid sick time * Flexible work arrangements * 401K with Profit Sharing * Wellness program * Generous parental leave * 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
    $90k-130k yearly Auto-Apply 9d ago
  • Workday Certified Reporting & Prism Analytics Senior Consultant

    Guidehouse 3.7company rating

    Remote

    Job Family: SAAS/PAAS/Cloud Consulting Travel Required: Up to 10% Clearance Required: None What You Will Do: As part of our Workday Practice, you'll be part of an energized team of advisory professionals who deliver more than just technology From initial assessments to entire transformations, you'll deliver Workday Human Capital Management (HCM) and Workday Financials solutions equipping organizations with the information they need to make better business decisions As a Reporting & Prism Lead at Guidehouse, you will: Be responsible for designing and developing reporting and Prism analytics strategies for our customers who are implementing Workday as a solution Lead discovery, design, build, and support testing of Workday's Reporting requirements and Prism Analytics use cases Lead the analytics workstreams for Workday deployments Actively communicate with other team members on cross functional items Communicate technical challenges and solutions to internal and client teams Participate in an innovative, teaming culture to enabled constant innovation and improvement to process and assets Demonstrate consultative skills What You Will Need: A Bachelor's degree with a MINIMUM of THREE (3) years of experience in Prism Analytics and Advanced Reporting in Workday; OR a Master's degree with a MINIMUM of ONE (1) year of experience in Prism Analytics and Advanced Reporting in Workday. Years of experience can be substituted for a degree, such as NO degree with a MINIMUM of SEVEN (7) years of experience in Prism Analytics and Advanced Reporting in Workday Possess existing and up to date Workday certifications in Reporting and/or Prism Analytics, etc Ability to read and write SQL queries Up to 10% local and non-local travel balanced with a work from home and/or Guidehouse office; consultants may provide on-site support for key milestones as needed What Would Be Nice To Have: Ability to manage multiple projects and priorities in parallel Familiarity with Big Data, data warehousing solutions, and business intelligence technologies Experience in other ERP systems Bachelor's degree in one of the following Computer Science, Data Science / Analytics, Information Systems, Statistics or Mathematics The annual salary range for this position is $102,000.00-$170,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: Medical, Rx, Dental & Vision Insurance Personal and Family Sick Time & Company Paid Holidays Position may be eligible for a discretionary variable incentive bonus Parental Leave and Adoption Assistance 401(k) Retirement Plan Basic Life & Supplemental Life Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts Short-Term & Long-Term Disability Student Loan PayDown Tuition Reimbursement, Personal Development & Learning Opportunities Skills Development & Certifications Employee Referral Program Corporate Sponsored Events & Community Outreach Emergency Back-Up Childcare Program Mobility Stipend About Guidehouse Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at ************** or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or ************************. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact *************************. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.
    $53k-77k yearly est. Auto-Apply 7d ago
  • Senior Sage 100 Consultant - Manager

    Cherry Bekaert 4.6company rating

    Los Angeles, CA jobs

    **The Role** Provide friendly on site and remote support for our clients using Sage ERP accounting software. Investigate and resolve Sage ERP user application questions and issues. Assist in the sales support cycle, training, planning and consulting of new installations, implementations and upgrades. _Support of Sage 100 Software:_ Provide on-site, and remote support to users of Sage ERP software applications. Research source of errors, resolve problems and recommend program changes. Answer client inquiries in regard to specific software such as Sage ERP, database, printing and operating systems. Help in teaching procedures and answer all client requests for information. Correction of client technical problems including those that may impact data files on client systems. **Installation & Implementation of Sage ERP Accounting Software:** Manage new installations of Sage ERP application and peripheral software at client site. Test for compatibility and proper function of applications including Sage authorized third party software products (Crystal Reports and Sage Intelligence). Plan, manage and execute software installations and upgrades. Migrate client data from other accounting systems. Effectively present information and respond to questions from groups of managers, clients, customers and the public. Define problems, collect data, establish facts, and draw valid conclusions. Interpret an extensive variety of technical instructions in written and verbal form and deal with abstract and concrete variables. _Data Import / Export and Report Writer:_ Assist in the design or creation of on-going data imports and exports of data. Create custom reports using programming language or reporting tools, such as Crystal Reports, Excel and SQL Queries. _Product Demonstration / Sales:_ Assist sales staff with product demonstrations to potential customers. Must be able to assess prospect's business needs and show how software will work / solve issues. Always be on the lookout for prospective sales opportunities when working with clients. Recommend new / additional products and pursue the sales opportunity or refer to sales staff. **Qualifications:** To perform this job successfully, an individual must be able to manage each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires creative skills typically demonstrated by imagination or intellect involved with the analysis of highly technical problems within client systems. This individual must be capable of drawing independent conclusions leading to the successful implementation of problem-solving techniques. The position requires continuous exercise of discretion and independent judgment based upon the special skills and knowledge described herein. + **Requirements:** Minimum 7 (recent) years' experience implementation & integration support of Sage ERP + Bachelor's Degree Required (MBA or CPA preferred) + Sage Certification(s) highly preferred + Ability to travel up to 30% **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** Pay Range $84,000 to $164,800 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
    $84k-164.8k yearly 51d ago
  • Senior Consultant, Equity Administration

    Armanino McKenna Certified Public Accountants & Consultants 4.7company rating

    San Francisco, CA jobs

    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 * Work directly with clients to support their equity plan management, auditor, and participant needs, including reporting, reconciliation. * Lead system implementation and private-public conversions. * Serve as primary client contact and quickly assume ownership for the client relationship and its specific needs. * Maintain active communication with clients to manage project and budget expectations, ensure satisfaction, make sure deadlines are met, and lead change efforts effectively. * Use and implement various equity administration software packages on behalf of our clients, including Carta, Shareworks, Certent, Fidelity and Equity Edge Online. * Support clients in their equity accounting data needs, assisting Armanino professionals responsible for stock-based compensation reporting and valuations of warrants, modifications, performance awards, tender offers, and EPS. * Provide value-added recommendations to our clients on business and process improvement. * Provide updates to supervisors regarding progress and issues that may affect timely completion of assigned tasks within budget. * Have the drive to become an expert in a fast-growing area of our practice. * Attend professional development and training sessions on a regular basis. Requirements * Bachelor's degree in Accounting, Finance, Business, or relevant work experience is required. * Minimum 3 years of experience as a stock plan administrator at a public company or equity administration vendor is required. * Certified Equity Professional (CEP) certified, or completed one or two levels in expectation of becoming CEP certified is preferred. * Experience or exposure to Equity Edge Online or Shareworks, Carta, Certent, Fidelity and other equity administration systems is strongly preferred. * Stock option accounting, valuation, or other equity accounting experience is helpful. * Ability to quickly absorb and implement complex requirements, multi-task, and work in a demanding, fast-paced environment of continuous change. * Excellent analytical, technical, and detail-oriented skills * Strong knowledge and proficiency with Microsoft Excel "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: $79,000 - $125,000. For Illinois residents, Washington residents, New York residents, and Southern California residents, the compensation range for this position: $96,000 - $137,000. For Northern California residents, the compensation range for this position: $100,000 - $144,000. 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.
    $100k-144k yearly Auto-Apply 5d ago
  • Senior Consultant, Equity Administration

    Armanino McKenna Certified Public Accountants & Consultants 4.7company rating

    San Ramon, CA jobs

    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 * Work directly with clients to support their equity plan management, auditor, and participant needs, including reporting, reconciliation. * Lead system implementation and private-public conversions. * Serve as primary client contact and quickly assume ownership for the client relationship and its specific needs. * Maintain active communication with clients to manage project and budget expectations, ensure satisfaction, make sure deadlines are met, and lead change efforts effectively. * Use and implement various equity administration software packages on behalf of our clients, including Carta, Shareworks, Certent, Fidelity and Equity Edge Online. * Support clients in their equity accounting data needs, assisting Armanino professionals responsible for stock-based compensation reporting and valuations of warrants, modifications, performance awards, tender offers, and EPS. * Provide value-added recommendations to our clients on business and process improvement. * Provide updates to supervisors regarding progress and issues that may affect timely completion of assigned tasks within budget. * Have the drive to become an expert in a fast-growing area of our practice. * Attend professional development and training sessions on a regular basis. Requirements * Bachelor's degree in Accounting, Finance, Business, or relevant work experience is required. * Minimum 3 years of experience as a stock plan administrator at a public company or equity administration vendor is required. * Certified Equity Professional (CEP) certified, or completed one or two levels in expectation of becoming CEP certified is preferred. * Experience or exposure to Equity Edge Online or Shareworks, Carta, Certent, Fidelity and other equity administration systems is strongly preferred. * Stock option accounting, valuation, or other equity accounting experience is helpful. * Ability to quickly absorb and implement complex requirements, multi-task, and work in a demanding, fast-paced environment of continuous change. * Excellent analytical, technical, and detail-oriented skills * Strong knowledge and proficiency with Microsoft Excel "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: $79,000 - $125,000. For Illinois residents, Washington residents, New York residents, and Southern California residents, the compensation range for this position: $96,000 - $137,000. For Northern California residents, the compensation range for this position: $100,000 - $144,000. 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.
    $100k-144k yearly Auto-Apply 5d ago
  • Core Business Operations Senior Consultant, Value Creation

    Vista Equity Partners 4.4company rating

    Remote

    We are seeking an experienced back-office operator or consultant with deep exposure to B2B SaaS workflows-particularly in deal desk enablement, lead-to-cash (L2C) transformation, and contract lifecycle management to join Vista's Value Creation Team (VCT) in the Core Business Operations (CBO) Practice. Vista's Core Business Operations Team serves as a trusted advisor to portfolio company leaders to drive execution across strategic initiatives focused on back-office excellence, particularly in renewal process optimization, contract lifecycle improvements, and deal desk enablement. A significant focus is accelerating AI adoption in the back office including tooling research and evaluations, use case ideation, and sharing lessons learned across the portfolio. You will contribute to both pre-investment business diligence (assessing market-leading software businesses) and post-investment transformation (working directly with portfolio leaders to unlock enterprise value). This role is based in Austin, TX or remote locations and is available for an immediate start. Responsibilities As a Senior Consultant on the team, you will: * Work closely with VCT colleagues, investment team members, and portfolio company executives to build and execute on value creation plans, including implementation of Vista's CBO best practices. * Support Vista's investment teams in conducting business diligence. * Develop insights and recommendations on Revenue Quality maturity, efficiency, and improvement opportunities. * Evaluate and implement deal desk policies in Salesforce or other CRM systems. * Conduct contract analysis using AI tools and translate findings into renewal, pricing, and risk strategies. * Manage workstreams, coordinate stakeholders, and ensure timely, high-quality deliverables. * Contribute to continuous improvement of Vista's value creation methodologies and best practices. Qualifications * 4-6 years of professional experience in management consulting or B2B SaaS environments-ideally in RevOps, LegalOps, or L2C-related operations. * Experience with commercial due diligence a plus (but not required). * Demonstrates the ability to foster teamwork while working on projects and ability to work independently with little supervision when needed. * Strong analytical skills, with the ability to interpret data and translate insights into clear, actionable strategies. * Demonstrated ability to execute in a fast-paced, dynamic environment with multiple engagements and shifting priorities. * Exceptional communication and interpersonal skills, capable of influencing and building consensus among diverse stakeholders. * Business acumen and familiarity with B2B SaaS lead to cash and back-office processes. * High emotional intelligence, adaptability, and intellectual curiosity. * Experience with Salesforce or CLM tools strongly preferred. * Familiarity with AI tools (e.g., ChatGPT, Claude). * Willingness to travel up to 25% of time. The annualized base pay range for this role is expected to be between $130,000 - $150,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other components may include an annual cash bonus and a comprehensive benefits package. Company Overview Vista is a global technology investor that specializes in enterprise software. Vista's private market strategies seek to deliver differentiated returns through a proprietary and systematic approach to value creation developed and refined over the course of 25 years and 650+ transactions. Today, Vista manages a diversified portfolio of software companies that provide mission-critical solutions to millions of customers around the world. As of June 30, 2025, Vista had more than $100 billion in assets under management. Further information is available at vistaequitypartners.com. Follow Vista on LinkedIn, @Vista Equity Partners, and on X, @Vista_Equity.
    $130k-150k yearly 31d ago
  • State and Local Government - Senior Consultant

    Guidehouse 3.7company rating

    Sacramento, CA jobs

    **Job Family** **:** Management Consulting **Travel Required** **:** Up to 75% **Clearance Required** **:** None **What You Will Do** **:** Guidehouse is seeking a Senior Consultant to join our State and Local Government (SLG) practice. In this role, you will contribute to and lead portions of client engagements focused on public sector transformation, organizational effectiveness, digital modernization, and policy implementation. Senior Consultants serve as key members of our delivery teams-bringing structure to complex challenges, guiding junior staff, and working directly with clients to analyze issues, develop insights, and deliver actionable recommendations. This role offers the opportunity to build expertise in public sector operations while supporting meaningful change in government programs and services. Key responsibilities include: - Lead workstreams or project components across client engagements, ensuring high-quality deliverables and timely execution. - Conduct in-depth research, stakeholder interviews, and data analysis to inform strategies and recommendations. - Facilitate workshops, working sessions, or training activities with client stakeholders. - Support business process reviews, performance improvement initiatives, and modernization roadmaps. - Draft client-ready materials such as reports, briefing decks, and process documentation. - Guide and mentor junior team members through work planning, task execution, and skill development. - Participate in proposal development, client pursuits, and internal knowledge-sharing efforts. **What You Will Need** **:** - Bachelor's degree from an accredited university. - Minimum of THREE years of overall work experience. Experience in consulting, public sector operations or program delivery is required. - Strong analytical, organizational, and communication skills. - Experience supporting transformation or improvement initiatives for state or local government clients. - Ability to work collaboratively in team settings and manage multiple priorities in a fast-paced environment. **What Would Be Nice To Have** **:** - Master's degree (MPA, MBA, MS, etc.) or specialized training in relevant fields. - Prior experience in areas such as process improvement, organizational change management, or digital modernization. - Familiarity with tools such as Power BI, Visio, or project management platforms (e.g., Smartsheet, MS Project). - Experience contributing to proposals, presentations, or business development efforts. The annual salary range for this position is $98,000.00-$163,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. **What We Offer** **:** Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: + Medical, Rx, Dental & Vision Insurance + Personal and Family Sick Time & Company Paid Holidays + Position may be eligible for a discretionary variable incentive bonus + Parental Leave and Adoption Assistance + 401(k) Retirement Plan + Basic Life & Supplemental Life + Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts + Short-Term & Long-Term Disability + Student Loan PayDown + Tuition Reimbursement, Personal Development & Learning Opportunities + Skills Development & Certifications + Employee Referral Program + Corporate Sponsored Events & Community Outreach + Emergency Back-Up Childcare Program + Mobility Stipend **About Guidehouse** Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at ************** or via email at RecruitingAccommodation@guidehouse.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or ************************ . Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact ************************* . Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. _Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee._
    $53k-76k yearly est. Easy Apply 60d+ ago
  • Senior Consultant, Mergers & Acquisitions (M&A) Tax

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Senior consultant job at Baker Tilly

    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 At Baker Tilly, we invest in our people. We believe in continuous learning and development and have a number of programs to ensure the success of our people. As we continue to grow our M&A Tax practice, we are seeking to add a Senior to our M&A Tax team in any of our offices. In this role, you will be developing and implementing transaction advisory services to our clients to meet their complex financial needs. Open to location. Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. This multi-faceted client base allows us to provide our staff with a variety of opportunities across numerous industries, and a constant flow of challenging and meaningful work. * Interact directly with Partners on matters related to client and engagement management * Modeling financial transactions to be used in valuation, structuring and negotiation * Prepare detailed memoranda and presentations describing the key attributes of client companies and industries * Assist in the review and analysis of the tax aspects of acquisition and merger agreements and draft tax opinion letters and memoranda * Identify and analyze tax risks and opportunities while advising on alternative tax strategies for acquisition, disposition and restructuring of businesses * Review, assess and advise clients regarding tax computations reflected in their financial models; and assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction * Data gathering, document review and preparation of reports * Research & financial analysis of target companies * Due diligence for both buy side and sell side transactions * Transaction structuring for tax and accounting issues * Negotiation support * Communication with business owners to ensure delivery of exceptional client service * Participate in various marketing and recruiting activities of the firm Qualifications * Bachelor's degree in Finance, Accounting or related field required; or a graduate degree and 4 years of related work experience. * 2+ years of work related experience in a mid to large size professional services firm * Certified Public Accountant CPA or JD/LLM required. * Tax due diligence, deal structuring and post-acquisition planning experience and/or inbound and outbound transaction consulting with international tax research, planning and compliance experience * Demonstrated analytical, problem-solving, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills required. * Strong written communication skills * 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. The compensation range for this role is $110,000 to $175,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $110k-175k yearly Auto-Apply 31d ago

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