Managed Services Lead, D365 FSC / F&O

Reposted 19 Days Ago
Be an Early Applicant
22 Locations
In-Office
98K-153K Annually
Senior level
Financial Services
The Role
As a Managed Services Lead, you will serve as the primary contact for clients, overseeing managed services delivery, risk management, and engagement budgets, while building strong relationships and ensuring project plans are maintained.
Summary Generated by Built In

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 do not check out of life when you check-in at work. That is why we have 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

  • Serve as the primary point of contact and trusted advisor for clients, building strong relationships and leading proactive, strategic conversations about the evolution and optimization of their D365 environment.

  • Oversee day-to-day managed services delivery, including issue resolution, enhancement requests, training coordination, system checks, and updates.

  • Anticipate and manage risks, scope changes, and key issues across all engagements, ensuring transparency and timely communication with clients and internal teams.

  • Partner closely with clients and cross-functional teams to align priorities, define outcomes, and ensure seamless execution across support activities.

  • Manage engagement budgets, forecasting, resource planning, and billing for multiple concurrent clients.

  • Participate in planning sessions and executive-level meetings to review ongoing work, progress against goals, and upcoming needs.

  • Maintain accurate project plans and monitor progress to ensure deliverables, SLAs, and client expectations are consistently met.

  • Serve as a connector between clients and internal teams, identifying opportunities for change orders and additional services while engaging the right stakeholders at the right time.

  • Contribute to continuous improvement initiatives, developing and refining processes, tools, and best practices that enhance delivery efficiency and client outcomes.

  • Collaborate with internal teams and subject matter experts to drive high-quality solutions, knowledge sharing, and continuous improvement across the Managed Services organization.

  • Support internal initiatives that improve systems, reporting, metrics, and operational processes across the Managed Services organization.

Requirements

  • Bachelor’s degree in Business, Accounting, Information Systems, related field or equivalent work experience.

  • Minimum of 5 years professional experience with 3 years’ experience with Microsoft D365 FSC/F&O, whether as an implementer, project manager, or power user.

  • Demonstrated ability to show up with confidence and professionalism, even when navigating challenging client situations.

  • Strong analytical thinking and problem-solving skills, with the ability to quickly assess issues and recommend solutions.

  • Clear, effective communicator, comfortable presenting, writing, and leading conversations with clients and internal teams

  • Self-starter who takes initiative, stays organized, and thrives in a fast-moving environment with minimal oversight.

  • Proven ability to manage multiple priorities, deadlines, and keep work moving across several projects.

  • Hands-on experience working in Azure DevOps (ADO).

  • Hybrid role: 50% in office / 50% remote.

Preferred Qualifications

  • Previous experience with Workday, Wrike, and/or FreshDesk

"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. 

  

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 - $133,000. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $107,400 - $146,300. For Northern California residents, the compensation range for this position: $112,300 - $153,000.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: https://www.armanino.com/terms/ccpa-employee-notice/ 

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

Skills Required

  • Bachelor's degree in Business, Accounting, Information Systems, related field, or equivalent work experience
  • Minimum of 5 years professional experience with 3 years' experience with Microsoft D365 FSC/F&O
  • Strong analytical thinking and problem-solving skills
  • Clear, effective communicator, comfortable presenting and writing
  • Hands-on experience working in Azure DevOps
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The Company
HQ: San Ramon, CA
2,706 Employees
Year Founded: 1969

What We Do

Armanino LLP is a Top 20 CPA & Consulting firm in the nation, one of the "Best of the Best"​ accounting firms and a Best Places to Work, both nationally and regionally. We have a strong commitment to our communities and are a Green Certified business. Armanino brings depth, expertise and value to its clients. We strive to be unique in the market by providing on-site partner involvement and deep industry expertise with a regional perspective for both private and public companies. We offer a high personal level of attention to our clients and strive to communicate on your business needs and provide proactive counsel throughout the year. We are perfectly positioned to provide services to companies that are looking for an alternative to national or "Big Four"​ firms or outgrowing their local CPA. We have three departments consisting of Audit, Tax and Consulting that provide a complete array of traditional and non-traditional services.

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