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Armanino · 1 month ago

Director, Transaction Advisory Services

San Jose, California

Full-time

Hybrid

Senior Level, Lead/Staff

$200K/yr - $240K/yr

10+ years exp

Armanino is among the top 20 largest firms in the nation and is recognized as one of the best places to work. The Director of Transaction Advisory Services will lead financial due diligence and advisory engagements, manage client relationships, and mentor team members in a collaborative environment.

AccountingAssociationCommunitiesConsultingFinanceFood and BeverageInformation TechnologyWine And Spirits

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Conduct Financial Due Diligence, including preparation of Quality of Earnings reports

Work collaboratively with a diverse set of colleagues to serve clients in the areas of financial accounting matters and business processes: Purchase Price Accounting, Deal Structuring, Integration & Support, and IP Sales

Prepare financial statements, typically in connection with acquisitions, carve-outs, proposed sale transactions, restatements, etc. including footnote disclosures

Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to companies and private equity investors with a focus on private equity deals

Manage and coordinate approach of client, Armanino’s engagement teams, and third-party diligence providers throughout the transaction process

Analyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks which impact the valuation and negotiation with the target company

Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of management’s budget, and indebtedness considerations

Oversee and execute on A+ client delivery; Execute services and deliverables around Operational and Technical Accounting; including Accounting Policies & Procedures, Financial Statement Close Process and Process & Controls Implementation

Lead, mentor and professionally develop CFO Advisory team members, actively participating in the career advisory and performance review process

Build team culture and environment for scaling a hyper-growth consulting business

Cultivate relationships with senior executives at client companies and private equity sponsors and leverage them to generate projects

Support the business development team with client delivery or sector specific expertise

Foster culture of growth and a business development mindset

Act as a thought leader in the market

Provide high-quality consulting services by taking personal ownership for delivering client engagements that are fact-driven, solution oriented and meet Armanino’s A+ Execution standard for quality

Supervise execution teams, providing senior project leadership and managing evolving client management needs

Qualification

AccountingFinancial AdvisoryFinancial Due DiligenceExcelPowerPointCPAClient AdvisoryProject ManagementAnalytical SkillsResearch SkillsCommunication SkillsInterpersonal SkillsDecision-Making SkillsOrganizational SkillsPresentation Skills

Required

BS degree in Accounting, Finance, or another Business-related field is required

Minimum 10 years of relevant professional experience working in a client serving role at a top-tier public accounting or financial advisory firm, and/or private industry experience at a senior level

Strong Excel and PowerPoint skills

Experienced in client advisory on financial accounting issues, and have an understanding of significant business events (mergers, acquisitions, and carve-outs)

Exceptional writing, communication, interpersonal, presentation, organizational, management, analytical, decision-making and research skills

Proven experience successfully managing multiple complex projects at the same time, managing not only client/sponsor dynamics but internal team dynamics as well

Able to effectively communicate complex issues and solutions

Full of entrepreneurial spirit and comfortable in a fluid, flat organization

Flexibility to work from home while collaborating in person half the time

Preferred

CPA

Benefits

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

Company

Armanino

Glassdoor3.9

Armanino LLP is an accounting and consulting firm that provides a complete array of traditional and non-traditional services.

Founded in 1969

San Ramon, California, USA

1001-5000 employees

http://www.armaninollp.com/

H1B Sponsorship

Armanino has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (2)

2024 (17)

2023 (12)

2022 (26)

2021 (28)

2020 (25)