Director, Finance and Accounting Advisory Services

Armanino Llp - Dallas, TX

Full-time - Senior

Dallas, TX

11-50 employees

Professional, Scientific, and Technical Services

About the position

The Director of Finance and Accounting Advisory Services at Armanino is a senior-level role responsible for leading the CFO Advisory Services team. This position focuses on providing high-quality consulting services to clients, assisting them with financial planning, technical accounting, and compliance with US GAAP and SEC requirements. The role emphasizes building relationships with clients, mentoring team members, and contributing to the growth of the consulting business.

Responsibilities

• Financial Planning and Analysis, including forecasting, budgeting, and preparation of pro-forma financial information.
• Provide technical expertise for US GAAP and SEC requirements including accounting research, documentation, and presentation to clients.
• Prepare accurate external financial reports to clients, auditors, or the SEC, including the preparation, review, submission, and distribution of periodic financial reports, such as 10-K, 10-Q, 8K's and proxy statements.
• Assist in the design and implementation of new accounting policies and procedures.
• Assess and improve financial accounting close process, including accelerating and streamlining monthly and quarterly reporting processes.
• Liaison on behalf of the client with external auditors and internal decision makers to assist with Audit preparation.
• Assist with Cash to Accrual Accounting after a transaction, Opening Balance Sheet preparation and Purchase Accounting.
• Oversee and execute on A+ client delivery; Execute services and deliverables around Operational and Technical Accounting.
• Lead, mentor and professionally develop CFO Advisory team members, actively participating in the career advisory and performance review process.
• Build team culture and environment for scaling a hyper-growth consulting business.
• Cultivate relationships with senior executives at client companies and private equity sponsors.
• Leverage the relationships built to generate new projects and leads.
• Support the business development team with client delivery or sector specific expertise.
• Act as a thought leader in the market and foster culture of growth.
• Provide high-quality consulting services by taking personal ownership for delivering client engagements that are fact-driven, solution oriented and meet expectations.
• Supervise the execution of teams and manage client needs.

Requirements

• BS degree in Accounting, Finance, Business-related field or relevant work experience is required.
• Minimum 10 years of relevant professional experience working in a client serving role at a top-tier public accounting or financial advisory firm, and/or private industry experience at a senior level.
• Strong Excel and PowerPoint skills.

Nice-to-haves

• CPA is preferred.
• A strong and up-to-date knowledge of US GAAP (exposure to IFRS is a plus), with deep technical understanding of topics such as ASC 606 revenue recognition, lease transactions, purchase accounting, etc.

Benefits

• Profit sharing
• Wellness program
• Paid holidays
• Health insurance
• Dental insurance
• Paid time off
• Parental leave
• Vision insurance
• Paid sick time