CliftonLarsonAllen jobs in Saint Louis, MO - 47 jobs

We strive every day to exemplify our CLA values - curious, collaborative, transparent, inclusive, and reliable. We are looking for individuals who believe in accountability for one's actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else. CLA is dedicated to building a culture that welcomes different beliefs and perspectives, so we can truly know and help our clients, communities, and each other. Our St Louis, MO and O'Fallon, IL locations are seeking Tax/Audit Associates. Come and see for yourself! PRIMARY RESPONSIBILITIES Prepares individual, corporate, partnership, and other types of tax returns. Performs audit, review, compilation, and other assurance services. Gains experience, exposure, and knowledge of procedures, workpapers and systems. Supports multiple client engagements on time and within budget, identifying issues and communicating progress. Expands industry knowledge, through greater exposure to peers, clients, and formal training opportunities. Completes research and special projects as needed. Communicates effectively with clients and CLA family members on a regular basis. MINIMUM REQUIREMENTS Bachelor's degree required - Degree in Accounting or Finance strongly preferred. Eligible to sit for the CPA exam per state requirements. General knowledge of accounting principles and reporting of financial data. Willingness to learn new technologies. Proficient with Microsoft (MS) Windows and Office products. Reliable transportation and willingness to travel to client sites. The compensation range for this position in Illinois is: $53,700.00 - $97,000.00. OUR PERKS Flexible PTO (designed to offer flexible time away for you!). Up to 12 weeks paid parental leave. Paid volunteer time off. Customized mental health programs and comprehensive medical coverage. Quarterly wellness stipend. Fertility benefits. Complete list of benefits here. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here.

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. The Account Manager I will play a key role in supporting high-net-worth clients, managing day-to-day financial operations, and ensuring seamless service delivery alongside the family office team. This role is especially focused on bill pay, AP workflows, and high-volume invoice processing, while also providing exposure to cash management, reporting, and client communication across multiple entities. Job Responsibilities * Serve as an additional point of contact for clients, providing responsive and proactive support. * Manage cash operations, including monitoring balances, processing transfers, and overseeing deposits. * Prepare, review, and process high-volume invoices, bill payments, and vendor disbursements accurately and efficiently (Bill.com required). * Process wire transfers and support approval workflows. * Execute payroll and coordinate with third-party payroll providers as needed. * Reconcile intercompany activity and review bank reconciliations for accuracy. * Prepare and review financial reports, such as cash receipts/disbursements and AR aging. * Assist with financial statement preparation and tax-related deliverables (including 1099s and applicable filings). * Support client-related insurance, credit, and vendor communications in collaboration with the team lead. * Collaborate with and provide guidance to team members; participate in training and development initiatives. * Participate in team meetings and contribute to the continuous improvement of client service. * Perform additional duties to support client and team needs as required. Requirements * Bachelor's degree in Accounting, Finance, Business, or related field (or equivalent experience). * Minimum of 1 year of experience in bill pay, accounts payable, invoice processing, or similar work in a high-volume environment. * Experience using Bill.com (required). * Strong accuracy and attention to detail in financial processing. * Strong organizational skills with the ability to prioritize and manage multiple responsibilities in a fast-paced environment. * Proven ability to work collaboratively and contribute to a positive team culture. * Committed to delivering exceptional client service and proactively addressing client needs. Preferred Qualifications * Experience supporting high-net-worth clients or multi-entity structures. * Experience mentoring or training junior staff, including offshore team members. * Experience with Ramp or other spend management tools (plus). "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: $54,200 - $73,700. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $56,500 - $80,500. For Northern California residents, the compensation range for this position: $59,100 - $80,500. 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.

The Opportunity Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. As a Consulting Intern for our Business Outsourcing Services (BOS), you'll gain hands-on experience working alongside professionals at all levels that will provide you with insight into the field of accounting. Your internship will give you the same exposure to Armanino as our Consultant I hires, while participating in interactive and engaging programming! During your time you will also participate in training and activities to boost your skills and engagement. The ideal Consulting (BOS) intern will possess strong communication, presentation, critical thinking, and problem-solving skills. We want motivated self-starters who desire to understand a problem and work to find solutions. A passion for learning a new industry and openness in training is also beneficial. Start Date: June 15, 2026 Job Responsibilities Collaborate with Consultants and Sr. Consultants to coordinate the completion of project tasks. Contribute on client work like bill processing and sales tax Build strong relationships by proactively communicating internally and externally with professionals or clients Provide written reports and Excel analysis Develop knowledge in Intacct, QuickBooks, transactions, bank reconciliations Perform basic accounting journal entries and transactional processing. Requirements Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future Current enrollment in a bachelor's, master's, or certificate program in one of the following: business, accounting, finance, or related field Preferred Qualifications Plan to complete 150 semester/225 quarter unit requirement for CPA licensure eligibility between December 2026 - August 2027 strongly preferred “Armanino” is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. The compensation for this position: $31.00/hr. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. Armanino has a robust offering of benefits, including: Medical, dental, vision Generous PTO plan and paid sick time Flexible work arrangements 401K with Profit Sharing Wellness program Generous parental leave 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: **************************************************** Uniquely Armanino

#LI-CF2 #LI-Hybrid The ideal candidate must have immediate C-level and IT decision-making connections and have at a minimum 5+ years of proven sales experience in technology solutions and services. Experience in selling Cloud & Infrastructure, Technology Managed Services, ERP, FP&A, Intelligent Automation and AI, Cybersecurity, and Strategic IT Consulting is highly desirable. Essential Functions and Primary Duties * New Business Development: Act as a "hunter" responsible for onboarding new clients to the firm. * Product and Service Representation: Develop a deep and comprehensive understanding of our company's products and services and follow consumer research to identify how our solutions meet client needs. * Sales Quotas: Meet weekly, monthly, and annual sales quotas through the successful implementation of sales and marketing strategies and tactics. * Lead Generation: Generate leads and build relationships by planning and organizing daily work schedules to call on existing or potential sales outlets. * Action Plan: Develop and implement an action plan through comprehensive data analysis, adjusting sales techniques based on field interactions and results. * Daily and Monthly Responsibilities * Maintain working relationships with existing clients to ensure exceptional service and identification of potential new sales opportunities. * Identify appropriate prospects, set appointments, make effective qualifying sales calls, and manage sales cycle to close new business in all service categories offered. * Possess in-depth knowledge of all service and solution offerings and be able to coordinate demos and relay objection handling. * Prepare professional, complete, concise, and accurate proposals, and other documentation as required for executive-level presentations. * Achieve sales goals by assessing current client needs and following and defined selling process with potential buyers, often utilizing product demos and presentations. Preferred Qualifications * Experience selling Cybersecurity and/or Managed IT Solutions (MSP/MSSP) * Excellent communication, interpersonal, problem-solving, presentation, and organizational skills. * Proficiency with sales management software and CRM, preferably ConnectWise and/or Salesforce. * Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook, OneNote, and OneDrive, among others) * Ability to build trust in customers by presenting offerings with confidence and integrity. * Ability to travel and attend off hours events locally and nationally * Bachelor's degree * Proven success rate at levels above quotas * Ability to balance persuasion with professionalism * Strong organizational skills and attention to detail * Experience selling RPA/Intelligent Automation, AI, Data Analytics Technologies, Cloud & Infrastructure, or ERP implementations are a plus (eg Sage Intacct, Acumatica, NetSuite). Minimum Qualifications * The successful candidate will have a Bachelor's degree in business administration or accounting * Proven sales ability represented by a minimum of three years of direct sales experience * Possess industry knowledge * Excellent verbal and written communication skills plus presentation skills * Ability to manage time effectively and to multi-task

#LI-TW1 #LI-Hybrid Minimum Qualifications Associate's degree from accredited college or technical school OR two or more years IT and/or field service experience Able to use all related computer hardware and software Able to use job related tools Able to safely use step ladder Able to lift and/or move up to 100+ pounds of equipment Possess a valid driver's license in the employee's state of residence, allowing legal operation of a company vehicle Provide documentation verifying a minimum age of 21 to meet company car insurance requirements Maintain residence in assigned territory About the Role Field Service Technicians support Edward Jones branch offices, vendor sites, and home FA locations within their assigned territory. Field Service Technicians are responsible for installing, upgrading, and maintaining both primary and backup branch connectivity, as well as site infrastructure, including network hardware, computers, telephones, printers, and cabling. They manage maintenance, IMAC (Install, Move, Add, Change) tasks, and various projects while ensuring compliance with SLAs, rollout schedules, and deadlines. Field Service Technicians must remain adept with evolving technologies and provide client training on newly implemented systems. Travel Requirement This position supports the Watertown, SD territory and requires regular travel up to 3 hours in one direction to Edward Jones branch locations within the assigned region. You will drive a company-provided vehicle to complete on-site service calls throughout your territory. Although the role is tied to the firm's headquarters in Maryland Heights, MO, you will not be required to travel there, except for one week of technical training shortly after your start date. This position is listed as Hybrid, but day-to-day work is primarily in the field within your designated territory (Watertown, SD). Essential Functions and Primary Duties Work independently to efficiently and effectively complete. maintenance, project, and IMAC calls within deadlines. Provide backup coverage for neighboring service areas when needed. Monitor and manage the ticket queue, assuming ownership of tickets in assigned area and following up to resolution in accordance with SLAs. Schedule ETA (Estimated Time of Arrival) commitments in alignment with client preferences, ensuring safe and timely arrival. Perform ticket updates, including entering relevant dates, times, resolution codes, hardware usage, and other pertinent details. Maintain compliance with Asset Management duties, including timely asset transactions, proper equipment packaging, and up-to-date shipping logs. Provide timely technical support to clients with minimal disruption to their daily operations. Maintain a current inventory of required parts and tools, ensuring they are readily available for client visits. Stay familiar with documentation, and tools necessary for on-site and remote repairs. Schedule and have maintenance completed for company vehicles per manufacturer and CBIZ Network Solutions specifications. Troubleshoot, repair, and upgrade voice, data, and AV hardware, including network equipment, desktop terminals, monitors, printers, telephony devices, and cabling. Operate a company vehicle for transportation to and from work assignments. Deliver excellent customer service, fostering trust and confidence in your technical expertise. Participate in additional projects and related work as needed. Carry and respond to a company-issued cellphone for on-call support as required. Preferred Qualifications Capable of reading and reviewing information on computer monitors for prolonged durations. Maintain reliable high-speed internet access for work-related tasks. Ensure a clean and safe environment for equipment repairs as needed. Reside within the assigned territory to meet operational requirements. Physically able to engage in extended periods of walking, sitting, and standing as required. Perform physical activities such as bending, squatting, crawling, climbing, twisting, kneeling, and reaching at ground level and overhead. Ability to hold and grip objects securely for extended periods. Strong problem-solving abilities with keen attention to detail. Effective communication skills for both technical and non-technical audiences. Excellent time management and organizational skills to manage multiple tasks efficiently. Ability to work independently and collaboratively as part of a team. Physical ability to lift and transport equipment and perform tasks in various environments, including confined spaces.

#LI-HS #LI-Hybrid Minimum Qualifications Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred At least 3 years of experience in public accounting or related field 1 year supervisory experience preferred CPA candidates preferred Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Proficient use of applicable technology Must be able to travel based on client and business needs Essential Functions and Primary Duties Supervise all aspects of accounting, tax or audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required Develop a thorough understanding of the client's business, contributing to the analysis and planning of client engagements Adhere to engagement budget constraints and complete assigned tasks within the time requested, and explain variances when needed Achieve charge hour goals Review engagement team members accounting, tax or auditing work: provide constructive review points Supervise and guide team members on engagements, fostering a collaborative and productive work environment Train and mentor engagement team members, supporting their technical and professional development Assist in the client billing process with Managers, Directors or Managing Directors Identify an industry or area of specialization and develop skills, knowledge and expertise in that area Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements Participate in practice development activities, such as membership in qualified organizations, capable of referring potential engagements Execute administrative duties as assigned Additional responsibilities as assigned

#LI-HS1 #LI-Hybrid * Expand revenue of existing clients * Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice * Manager practice effectively meeting billing, realization, days outstanding and individual charge hour objectives * May be required to meet business development revenue expectations by adding new clients, cross serve activity and fully executing a personal marketing plan * Serve as key client contact; viewed as a trusted business advisor by clients * Ensure quality control standards are met * May work directly with clients and manage staff * Maybe the internal advisor on technical matters as a Subject Matter Expert * Maybe a member of the Senior Operations Management Team * Drive a team environment; demonstrate support of management decisions and builds a positive culture * Additional responsibilities as assigned Preferred Qualifications * Master's degree preferred in Accounting, Taxation or related field preferred Minimum Qualifications * Bachelor's degree required * 8 years of experience in public accounting or related field * 6 years of supervisory experience * Must have active CPA or equivalent certification * Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary * Proficient use of applicable technology * Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally * Proven high level of business integrity, client service and leadership skills * Must be able to travel based on client and business needs

#LI-CM #LI-hybrid The Human Resources Director is a client-facing leadership position that is responsible for performing full scope human resources services and overseeing the successful management of engagements. These services may include managing client engagement, obtaining and retaining clients, supervising and developing staff, and enhancing the overall processes and procedures of the HR Services team. Essential Functions and Primary Duties * Manages the client relationship by overseeing key client functions and client transitions, ensuring the integration and efficient operation of the HR and/or Payroll functions * Markets Human Resources Services to potential clients, which may include drafting Request for proposals (RFPs), scopes of work, or presenting service options directly to prospects * Serves as a contact for escalated or complex HR and Payroll matters; problem-solves and identifies/provides resources to address client-related matters * Oversees the fiscal management of client engagements by monitoring metrics, reporting regularly, preparing monthly client billing, and updating engagement rates * Represents the HR Services team at firm events and meetings as required * Performs work in and has an advanced level understanding of compliance with applicable federal and state employment regulations and laws, and company policies * Serves as a subject matter expert in HR to anticipate client needs; assess effectiveness and eliminate client issues * Oversees associates on client engagements, providing support, guidance, and feedback * Oversees client engagements, ensuring proper staffing, budgeting, accounts receivable, and adherence to the scope of work * Facilitates engagement management by maintaining awareness of client budget, team efficiencies, and effective delegation of client responsibilities to the proper team member * May lead or provide oversight on client projects such as handbooks, audits, assessments, and compensation studies * Reviews for accuracy and processes client payrolls as needed, using third-party payroll platforms * Ensures payrolls are effectively processed according to HR Services standards: * Collects and reviews time, attendance, and leave information (applicable to DC team members only) * Maintains payroll-related information and inputs into the payroll system (e.g., separations, tax exemptions, and misc. changes) * Previews payroll changes prior to transmitting payroll * Process retirement, FSA, and HSA remittances (as applicable) in applicable platforms * Serves as the first point of contact for employee and client payroll-related questions * Ensures accuracy of all payroll-related data (e.g., benefits, retirement, tax, etc.) * Handles complex payroll situations with payroll providers, state agencies, employees, and client contacts * Conducts quarterly and annual reviews of payroll information and ensures no adjustments need to be made * Has a proficient understanding of payroll laws and regulations * Reviews and approves payroll for submission * Reviews and approves retirement for submission * Oversees the effective administration of benefits: * Processes and reports new hire enrollments, terminations, and changes * Ensures compliance with COBRA and HIPAA guidelines * Manage leave administration under disability plans, state, and federal leave guidelines * Review, process, and resolve any issues regarding benefit bill reconciliation * Assist employees with benefits-related questions and liaise between employees and the benefits broker/ insurance carriers * Manage annual benefit renewal activities * Utilizes knowledge and past experiences to ensure the HR Services team continues to evolve and grow to accommodate additional client engagements and team members * Utilizes expertise to coach, provide support, guidance, and best practice information to clients and the HR Services team on policies, procedures, compliance, employee relations, and other HR-related matters * Understands, drafts, interprets, and follows policies, procedures, and applicable employment laws that align with the workplace culture of the client * Provides on-site support to clients as needed * Provides support to all HR Services clients as needed * Proactively seeks and maintains knowledge of trends, best practices, regulatory changes, and new technologies in human resources, talent management, and employment law, and communicates to the team * Writes HR related articles, delivers webinars/training, and networks within the business community * Monitors staffing levels and ensures proper levels are maintained for optimal client service delivery. * Participates in the HR Services recruiting process to include resume review, interviewing, and selection of new employees * Proactively identifies and implements team retention measures * Support team in their career, advising on, and identifying opportunities for career advancement * Participates in the Manager Working Group to facilitate continuous improvement of the HR Services team in process, procedure, service delivery, and work performance. This may include: * Creating and delivering training, or working on a project team, creating meeting agendas, and collaborating with peers on best practices for the team * Manages the performance of staff associates by providing coaching, constructive feedback, and development opportunities. * Serve as a Performance Manager for associates: * Lead onboarding efforts by developing an onboarding schedule; providing an overview of HR Services; reinforcing expectations of the position; facilitating key introductions to the team, buddy, and other key players * Regularly monitor employee schedules, time entries, and billable hours to ensure associates are not overburdened or underscheduled and ensure they are challenged * Identify performance opportunities, set goals, and recommend training * Provide coaching and training for immediate and long-term developmental opportunities * Serve as an associate resource with regard to CBIZ policy, procedures, expense processing, time entry, etc. * Identify and direct employees to proper resources for questions or issues related to CBIZ benefits. * Communicate CBIZ and departmental initiatives as appropriate * Schedule and facilitate time for one-on-one check-ins for feedback, development, coaching, performance feedback, problem-solving, career-guidance, etc. * Give and receive constructive feedback that is timely, specific, and fact-based * Develop a relationship with associates to understand motivations and keys to success * Provide performance and other associate-related updates to the management team * Work with CBIZ HR on HR related matters to include time off requests * Responsible for performance management of assigned associates * Oversee HR Services team member offboarding by establishing a communication plan and transition plan Preferred Qualifications * Advanced knowledge of core concepts, practice, and functions in HR - Proficient knowledge in HRIS and payroll systems, internet software, Microsoft Word, PowerPoint, and Excel * Ability to understand and learn new systems and apply knowledge as required * Proficient knowledge of federal and state employment and benefit laws * Ability to maintain confidentiality Minimum Qualifications * High School Diploma or GED required; Bachelor's degree preferred * Over 6 years' experience in area of expertise with increasing complexity * At least 4 years' experience supervising and leading staff * Must maintain current required licenses and certifications relevant to field of expertise * Demonstrate industry experience and technical knowledge in area of expertise * Proficient use of applicable technology * Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally * Expert knowledge of state and federal legislation and regulations impacting discipline * Expertise in managing clients * Advanced problem solving and critical thinking skills

#LI-OD1 #LI-Hybrid Responsibilities Ensure client retirement plans are serviced in a consistent and timely manner Ensure plan designs remain appropriate to the employer's changing needs Responsible for maintaining a book of business as well as cultivating new business through high level of customer relations Develop appropriate plan design to meet client objectives, consult with client on recommendations, and implement proper changes as needed Advise clients on technical, regulatory, and problematic administrative issues and work with administrative team on solutions Provide general client service and problem resolution services Additional responsibilities as assigned Preferred Qualifications Bachelor's degree Qualifications Minimum Qualifications High School Diploma or GED required At least six years of professional, retirement plan administration and compliance experience, including managing a book of business Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures Expert knowledge of pertinent laws, regulations, and professional standards Proficient use of applicable technology Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype) Experience performing work that requires initiative and leadership skills Qualified Pension Administrator (QPA), Qualified 401(K) administrator (QKA) Ability to contract with and influence leaders in the organization, good at networking, collaboration, and sharing of ideas and successes Strong problem solver with good business analysis skills (e.g. build business cases, develop and implement plans for business cases, ask probative questions to identify requirements) Ability to handle and prioritize multiple simultaneous assignments, manage to critical deadlines, with extraordinary attention to detail Demonstrate an open-minded approach to understanding people regardless of differences; effectively works with people from diverse backgrounds Address conflicts by focusing on the issues at hand to develop effective solutions when disputes or disagreements occur

#LI-TW1 #LI-Hybrid CBIZ Network Solutions delivers onsite technical support to Edward Jones home and branch offices across the U.S. and Canada. As a trusted Edward Jones partner, we prioritize exceptional customer service while troubleshooting and repairing computers, printers, telephones, and other technical components. Additionally, our team supports Edward Jones with project coordination, process management, and software solutions whenever needed. About the role CBIZ is currently seeking an IMAC Specialist to join our team in the Maryland Heights, MO office. This position is responsible for coordinating and supporting Installation, Move, Add and Change (IMAC) activities for client locations. Essential Functions & Primary Duties * Manage the timeline for installation or changes to technology in client locations. * Follow established procedures to deliver high-quality service and support. * Accept incoming calls from the Automatic Call Distribution Line and provide accurate answers to queries. * Oversee the installation of circuit upgrades and manage fallout processes. * Track and coordinate the installation, removal, and relocation of phone lines and electronic equipment (e.g., terminals, monitors, fax machines, printers) within existing branch offices. * Communicate verbally and in writing to vendors and throughout all levels of the organization regarding office equipment, voice and data services. * Place and manage orders for additional technology services and features with local vendors. * Effectively update tickets and communicate the status of dates of all assigned orders in a timely manner. * Monitor and review daily deliverables to ensure branch satisfaction and timely completion. * Coordinate the installation of phone lines, data circuits, equipment, and furniture. * Manage data circuit installations and disconnects for branch offices. * Maintain effective relationships with vendors, internal CBIZ teams, and Edward Jones departments to ensure successful project execution. * Place orders, track and manage disconnects for IGBN circuits. Preferred Qualifications * 1-2 years of experience in a technical support or project coordination role. * Proficient in Microsoft Office Suite and internet-based applications. * Basic understanding of branch hardware, software, and operating systems. * Strong troubleshooting and problem-solving skills. * Solid math aptitude and analytical thinking. * Ability to manage multiple priorities and meet deadlines. * Excellent customer service skills with the ability to handle issues professionally and patiently. * Strong written and verbal communication skills. * High attention to detail and task orientation. Minimum Qualifications: * Associate's degree in information technology or related field, or equivalent work experience

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. The Great Plains Senior Developer will design, develop, and maintain customizations and integrations for multiple clients' GP environments. This role requires strong technical skills, business acumen, and the ability to collaborate directly with clients to gather requirements and deliver tailored solutions. Job Responsibilities * Provide hands-on support, system enhancements, and troubleshooting for Microsoft Dynamics GP. * Develop, enhance, and maintain customizations, integrations, and reporting for Microsoft Dynamics GP across multiple client environments. * Collaborate with client stakeholders to understand business needs and translate them into technical solutions. * Troubleshoot and resolve issues in GP and related integrations with a focus on minimizing client downtime. * Design and optimize SQL queries, stored procedures, and reports (SSRS, SmartList Builder, etc.) to support client operations. * Implement system upgrades, patches, and service packs for client GP systems. * Provide guidance on best practices for security, performance, and system configuration. * Mentor and support junior consultants/developers as needed. * Balance multiple client engagements, ensuring deadlines and deliverables are met. Requirements * Bachelor's degree in Business, Engineering, IT, related field - or equivalent work experience. * Minimum of 5 years of experience developing and supporting Microsoft Dynamics GP (Great Plains). * Strong knowledge of GP core modules (Financials, Supply Chain, Project Accounting, etc.). * Proficiency with SQL Server, T-SQL, SSRS, and related reporting tools. * Experience with integration tools such as eConnect, Integration Manager, and SmartConnect. * Experience with Dexterity, VBA, or other GP development languages. * Excellent client-facing communication and problem-solving skills. * Ability to manage multiple projects in a consulting environment. * Ability to work in a hybrid role with 50% remote and 50% combination of in office, or at client site "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: $97,700-$139,700. For Illinois residents, Washington residents, New York residents, and Southern California residents, the compensation range for this position: $107,400-$153,700. For Northern California residents, the compensation range for this position: $112,300-$160,600. 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.

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. The Pricing Manager role is a critical position at Armanino. As a services firm, pricing is key to our client arrangements and drives our economics. This role leads the firm's pricing strategy and key elements of execution, including interacting with leaders at all levels, including the C-Suite. The role is full of interesting challenges and rewarding outcomes as it truly drives large scale results for the firm when done well. Job Responsibilities * Play an integral role in pricing strategy across our business units, helping to build centralized and standardized processes that allow enough flexibility for each unique service offering. * Collaborate with key stakeholders to generate new, innovative pricing and value ideas. Stay ahead of the curve by defining a pricing roadmap, conducting market research and analysis and communicating with key stakeholders to solicit feedback. * Collaborate with senior business unit and growth office leaders to understand their pricing needs and the business environment, and to align on pricing strategies. * Manage the annual pricing cycle with a focus on competitive analysis, effective rate improvements, business unit renewal model updates and improved customer and profit profitability. Collaborate with key stakeholders across the organization to assist in updating rates firm's ERP system as needed. * Manage the firm's pricing and project economics dashboard and reports, with a focus on surfacing to firm and business leadership key observations and recommendations based on key performance indicators. Support rollout, education and adoption of dashboard firmwide. * Lead, define, drive and perform analysis of customer and project economics in support of achieving our firmwide 'Gold Standard' KPIs and our transformation goals. * Provide enhanced visibility to the broader organization with consistent and timely updates on pricing strategy and execution. * Own and maintain pricing impact models, deal simulators and margin calculators, among others. * Educate and communicate pricing tools and methodologies in collaboration with our Change Management and Internal Communications teams. * Provide guidance, influence and collaborate with Finance team members to support the pricing and margin improvement process. Requirements * Bachelor's degree in related field of study or equivalent work experience. * Minimum 5 years' experience in service industry pricing or finance related function * Experience and desire to work with large data sets with numerous data attributes, including ability to combine, analyze and extrapolate information from those large data sets for specific audiences * Strong analytical skills and proficiency in Excel, including financial modeling, sensitivity analysis, cohort analysis * Experience with ERP and CRM Systems * Strong communication skills, and ability to present complex subject matter to senior-level business stakeholders * Deep understanding of pricing strategy; ability to gain consensus on cross-functional teams to determine go-to-market pricing strategy with respect to each unique service line and that service line's customer base. * Exceptional collaboration, influencing, and partnership skills with ability to drive consensus at various levels in cross-functional teams to drive actionable results * Ability to identify technology solutions and tools to solve business problems, drive desired outcomes and present approaches through data driven storytelling * Comfortable dealing with uncertainty by creating structure and prioritizing effectively * Ability to handle multiple priorities with a high degree of flexibility and accountability Preferred Qualifications * Master's degree in Finance, Mathematics, Business Administration, or related field * Experience with Microsoft Copilot, Generative AI, and Machine Learning Models * Experience with Workday, Workday Adaptive Planning * Experience with Microsoft BI Suite or similar Data Visualization tools * Pricing experience in a professional services industry with larger ($500m+ / yr) firm "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: $118,700 - $139,700. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $130,600 - $153,700. For Northern California residents, the compensation range for this position: $136,000 - $160,700. 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.

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 Senior Associate, you will supervise and plan engagements for audit, review or compilation, supervise staff, research, and perform moderately complex accounting areas of the client's balance sheet and income statements. You will help to ensure the completion of our clients' periodic reports and interact accordingly with clients to identify and resolve engagement issues. Job Responsibilities Supervise, plan, and perform audits, reviews, compilations, and various client engagements. Lead a team of up to five staff members under supervision of a Manager and/or Partner Demonstrate an understanding of basic and moderately complex workpaper preparation. Exhibit strong analytical skills to evaluate financial data and relationships. Continue to develop administrative, professional, and interpersonal skills to the extent of being able to organize, analyze and communicate with both the engagement team and client personnel in a professional, productive, and efficient manner. Analyze financial statement data and draw logical conclusions. Exercise professional skepticism in the critical assessment of audit evidence Research and analyze pertinent client, industry, and technical matters. Identify, assess, and document controls and weaknesses in client accounting systems. Thoroughly evaluate assigned areas of financial statements and identify potential points for improvement. Prepare clear, complete, and accurate workpapers. Update Managers and/or Partners of job status and assurance issues in timely manner Develop understanding of client businesses related to assigned assurance areas. Know and apply specialized knowledge, for example, the rules, regulations, and code of ethics of the AICPA, be familiar with pronouncements of the Financial Accounting Standards Board (“FASB”) and the AICPA, and applicable state regulations. Understand and comply with the Firm's quality control policy. Organize, analyze, and communicate with fellow auditors and client personnel professionally, productively, and efficiently. Perform timely review of staff workpapers and provide constructive feedback. Requirements Bachelor's degree or Master's degree in Accounting, Finance or related field Minimum 2 years of experience in public accounting in audit or assurance Experience in supervising Audit staff professionals Demonstrate understanding of applicable U.S. Generally Accepted Accounting Principles (“GAAP”) and Generally Accepted Auditing Standards (“GAAS”) Working knowledge of the Microsoft Office Suite and Adobe Acrobat Engagement Preferred Qualifications CPA license “Armanino" is the brand name under which Armanino 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 is a licensed independent CPA firm that provides 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. 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.

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 Primarily perform SOC audits, along with ITGCs support, HITRUST certifications, and ISO assessments. Learn the client's platform structure, security, and software. Learn the client's system and control environment and how it impacts their associated customer users. Exercise professional skepticism in the critical assessment of audit evidence. Possess knowledge of Windows and/or UNIX-based operating systems, SQL and other databases, cloud environments, application change management methodologies and security best practices. Thoroughly evaluate assigned areas of fieldwork and identify potential points for improvement. Develop an understanding of client businesses related to assigned engagements. Know and apply specialized knowledge, for example, the SOC Trust Services Criteria and SOC report framework, and the rules, regulations, and code of ethics of the AICPA. Requirements Degree in Accounting, Management Information Systems (MIS), Information Technology, or related field. Minimum of 1 year of Public Accounting experience, with some exposure to SOC, HITRUST or ISO engagements. Ability to identify internal control deficiencies and document management letter comments for purposes of communicating deficiencies and weaknesses to clients. Demonstrate knowledge or interest in information technology. Working knowledge of the Microsoft Office Suite and Adobe Acrobat Engagement. Preferred Qualifications Achieved or working towards CPA or CISA certification. Master's degree in Accounting, Finance, or a related field. "Armanino" is the brand name under which Armanino 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 is a licensed independent CPA firm that provides 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. 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.

#LI-TW1 #LI-Hybrid Minimum Qualifications Strong troubleshooting/problem-solving skills Basic Math aptitude Ability to prioritize multiple projects and meet deadlines Excellent customer service delivery Strong verbal and written skills Excellent attention to detail Demonstrate an ability to analyze data, interpret results and seek solutions Proficient in Internet and Microsoft Office Suites About the Role We are looking for a dedicated Project Coordinator to join our team on a project basis with no set end date. This role is directly tied to the duration of a specific project, with the possibility of transitioning to future projects based on business needs and individual performance. However, continued employment beyond the current project is not guaranteed. Essential Functions and Primary Duties Oversee and coordinate project rollouts and installations, including shipping equipment and tracking assets. Provide administrative support to field service technicians. Assist field service technicians to administer equipment installations and software implementations. Communicate with vendors to ensure project timelines are met and resolve administrative issues promptly. Open and manage project tickets for field dispatch. Develop project documentation in collaboration with CBIZ and Edward Jones associates. Engage directly with Edward Jones Financial Advisors and Branch Office Administrators to understand and address business needs. Deliver outstanding customer service and support throughout all project activities. Perform other duties as assigned. Preferred Qualifications Associate degree from an accredited college or technical school, or equivalent experience. One to two years of experience in administrative support and/or project coordination

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. Job Responsibilities Problem Identification & Solution Definition * Lead efforts to identify and quantify business unit-specific digital (process and technology) challenges. * Collaborate with stakeholders to define digital solutions tailored to those challenges. * Collaborate with other BUs to identify cross BU digital opportunities. Strategic Roadmapping * Develop and prioritize a transformation roadmap for the business unit. * Maintain listing of all tools used by BU (tool, vendor, use case, contract info) - including Update schedules, tool specific roadmaps, etc * Ensure alignment with the Firmwide Digital Group (FDG) and broader organizational goals, including Vision 2030. * Support Partner in Charge of Business Unit in presentation of digital roadmaps to key leadership stakeholders. Resource & Timeline Planning * Work with BU to plan and allocate resources effectively for transformation initiatives. * Contribute to the establishment of realistic timelines and milestones for project execution. Execution & Ownership * Take full ownership of the business unit's portion of integrated transformation plans. * Ensure timely and successful delivery of initiatives. Cross-functional Collaboration * Partner with FDG and other business units to maintain alignment on priorities and execution. * Facilitate communication and coordination across teams. Performance Measurement * Define Key Performance Indicators (KPIs) and Key Results at the start of each initiative. * Monitor and report on progress and outcomes. Program Management * Oversee the execution of both business unit-specific and firmwide initiatives. * Ensure integration and synergy across programs. Change Management * Lead BU change management efforts to ensure smooth adoption of new processes and technologies. * Develop and execute launch plans for transformation initiatives. Requirements * Strong technical background with a deep understanding of business operations. * Ability to bridge the gap between technology and business strategy. * Bachelor's degree in relevant field or equivalent experience required. Master's degree in relevant field preferred. * Minimum of 15 years of professional experience in roles focused on: Identifying and quantifying digital process and technology challenges, developing comprehensive transformation roadmaps, effectively planning and allocating resources for digital transformation initiatives. * Working knowledge of key enterprise systems leveraged at Armanino: Workday PSA, Dayshape, Dynamic CRM, Wrike, ServiceNow and Intapp. "Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $224,600 - $264,200. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $247,000 - $290,600. For Southern California residents, the compensation range for this position: $258,200 - $303,800. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. Armanino has a robust offering of benefits, including: * Medical, dental, vision * Generous PTO plan and paid sick time * Flexible work arrangements * 401K with Profit Sharing * Wellness program * Generous parental leave * 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

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 an Associate II, you will play an integral part in the audit work performed by the Firm and will work on all aspects of an audit, from planning to execution and completion. This work will include tests or procedures performed under general supervision that allow the Firm to collect sufficient evidence to assess whether the clients' financial statements are free from material misstatement. You will help to ensure the completion of our clients' annual reports and interact with clients to identify and resolve audit issues. This position also provides work direction and guidance to less experienced staff. Job Responsibilities Perform audits, reviews, compilations, and various engagements. Analyze financial statement data and draw logical conclusions. Exercise professional skepticism in the critical assessment of audit evidence. Research and analyze pertinent clients, industry, and technical matters. Work with a team of up to 5 fellow staff members and often coach newer staff members, under supervision of a Senior, Manager and/or Partner. Identify, assess, and document controls and weaknesses in client accounting systems. Thoroughly evaluate assigned areas of financial statements and identify potential points for improvement. Prepare clear and accurate workpapers. Exhibit strong analytical skills to evaluate financial data and relationships. Update managers and seniors of job status and assurance issues in timely manner Develop understanding of client businesses related to assigned assurance areas. Know and apply specialized knowledge, for example, the rules, regulations, and code of ethics of the American Institute of Certified Public Accountants (“AICPA”), be familiar with pronouncements of the Financial Accounting Standards Board (“FASB”) and the AICPA, and applicable state regulations. Understand and comply with the Firm's quality control policy. Organize, analyze, and communicate with both fellow staff and client personnel in a professional, productive, and efficient manner. Work toward completion of CPA certification Actively seek out feedback to develop self-awareness, personal strengths, and address development areas Uphold the firm's code of ethics and business conduct. Requirements Bachelor's or Master's degree in Accounting, Finance, or related field and eligible to sit for the CPA exam. Minimum 1 year of Public Accounting experience, including experience on audit engagements. Demonstrate understanding of applicable U.S. Generally Accepted Accounting Principles (“GAAP”) and Generally Accepted Auditing Standards (“GAAS”) Ability to research and analyze technical issues independently as requested. Ability to identify internal control deficiencies and document management letter comments for purposes of communicating deficiencies and weaknesses to clients. Working knowledge of the Microsoft Office Suite and Adobe Acrobat Engagement “Armanino" is the brand name under which Armanino 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 is a licensed independent CPA firm that provides 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. 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.

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. The Business Project Manager leads project execution for critical business strategic programs and projects. The Project Manager aligns to Armanino's internal project and change management methodology, demonstrating best practices in project management, including but not limited too initial project scoping, building and maintaining all project assets and artifacts, collaboratively defining KPIs, monitoring and escalating risks, and keeping the project team focused on meeting or exceeding the projects' scoped KPIs. They will understand the intricacies of each project and how they align to the overall Transformation portfolio, adapting the project and change management plans accordingly. Job Responsibilities * Create and maintain the project infrastructure and artifacts for collaboration and management of assigned projects. * Coordinate all project related meetings; own the meeting agenda and notes. * Achieve scoped KPIs by leading complex cross-functional programs consisting of multiple workstreams * Effectively direct workstream to deliver and meet aligned deadlines and KPIs. * Assist with project deliverable creation including, but not limited to: strategy and design, planning, data summary and project findings, communication and change management * Demonstrate leadership, partnership, and collaboration; motivating and inspiring high-functioning cross-functional teams * Embrace and clarify business opportunities; lead discovery to define objectives, KPIs and design programs to achieve them * Influence to achieve project buy-in at all levels; understand and attend to business drivers, individual motivations, and the program's differing impact across various business units * Provide reports and leadership presentation updates on program metrics and alignment to achieving KPIs * Ensure all stakeholders are appropriately informed and aligned. Surface decision points and misalignment; proactively seek out and manage objections and competing perspectives * Continuously monitor program exposure and ensure appropriate risk communication, escalation, and risk mitigation plans are in place * Continuously contribute to the development of others, champion a culture of continuous feedback * Drive continuous improvement; challenge the status quo and proactively identify gaps and opportunities for improvement Requirements * Bachelor's degree in business major or equivalent work experience * Minimum of 5 years of project management experience for business projects * Ability to communicate business concerns and considerations to various stakeholders * Proficient at Smartsheet Preferred Qualifications * Change management experience * Accounting or Financial Services industry experience * PMP or PgMP "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: $85,000 - $139,700. For Washington residents, New York residents, Illinois residents and Southern California residents the compensation range for this position: $95,000 - $150,000. For Northern California residents, the compensation range for this position: $102,000 - $155,000. 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.

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. About the role: CLA is looking to hire Accounting Consultants (Engagement Directors) for our Client Accounting and Advisory Services (CAAS). CAAS provides customized accounting support for our clients (typically larger than $50M) on an interim and project basis. If flexibility, variety, and life balance are important to you…keep reading! As an Engagement Director, you will: Serve as a high-level interim or project-based accounting resource for clients in various industries on accounting, finance, tax, and audit roles (Interim Controller, Financial Reporting Manager, Internal Audit Manager, etc.). Design/improve accounting processes such as: monthly close, management and financial reporting, forecasting, consolidations, and system implementations to name a few. Take an active and hands-on approach in executing client engagements. Have the opportunity to travel - the more open you are to travel, the more opportunities we can present to you! Pick and choose your engagements - allow yourself to enjoy your career AND life. Have access to full benefits package as an hourly employee. What you will need: Ten years relative work experience including public accounting. Prior industry experience as a CFO, Controller, SEC Reporting or Internal Audit Manager equivalent preferred. We love Big Four alum! A bachelor's degree in accounting, finance, business, or related field required. Mastery in Microsoft Excel and experience in a variety of accounting software. CPA certification is preferred but not required. Prior project management and exceptional client service management experience preferred. Our Perks: Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here #LI-AP1, #LI-Hybrid Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here.