Manager, Data, Automation & Transformation

Job Posted 20 Days Ago Reposted 20 Days Ago
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17 Locations
105K-145K Annually
Senior level
Financial Services
The Role
Lead data analytics engagements focused on risk management and compliance. Oversee project execution, mentor staff, foster client relationships, and ensure high professional standards.
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 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.   

Experienced and results-driven data analyst with expertise in leveraging technology to improve processes with strong problem solving, communication, and design and implementation skills. Able to quickly understand and make sense of data within any industry or process. Proven track record of leading engagements with internal and external customers from start to finish, driving transformation and process improvement through technical and non-technical skills such as relationship-building and change management, and ensuring high standards of execution. Skilled in managing multiple projects simultaneously, mentoring teams, and applying advanced data analysis tools (e.g., Python, R, PowerBI, Alteryx, ACL) to complete projects. Dedicated to enhancing business operations, managing risk, and delivering actionable recommendations that align with client objectives. Seeking to leverage a background in understanding data centric business processes, internal controls, and compliance. 

 

Job Responsibilities: 

  • Lead and improve execution of data analytics engagements typically related to risk management, audit functions, or compliance goals. 

  • Oversee multiple engagements, including planning, alignment with objectives, staffing, budgeting, and billing. 

  • Foster new business through existing and new client relationships. 

  • Schedule and ensure timely completion of client projects and staff training. 

  • Support internal digital upskilling and optimization efforts while completing client engagements. 

  • Maintain the highest professional standards and client confidentiality. 

  • Delegate and mentor staff to meet project goals and development objectives. 

  • Supervise, train, and mentor staff, providing feedback and identifying development needs. 

  • Participate in industry networking events and provide presentations to prospective clients. 

  • Act as a Performance Coach for data analytic professionals. Manage revenue, WIP, and accounts receivable. 

 

Technical: 

  • Develop and manage data-intensive project plans while communicating complex data considerations with non-technical customers (internal or external). 

  • Extract, clean, understand completeness, confirm accuracy, identify relationships of datasets within processes to accomplish client’s objectives, (including PDF extraction and complexities from lack of direct data access). 

  • Develop holistic solutions for problems identified using automation and analytics tools available  

  • Maintain expertise in data analysis tools and ability to quickly learn new tools needed for specific projects  

  • Apply data centric knowledge to internal controls, business operations, and compliance functions. 

  • Collaborate with Partners and Directors to develop project plans and define deliverables. 

  • Conduct data analysis, internal audits, and process evaluations. 

  • Identify risks, validate issues, and offer proactive recommendations. 

  • Ensure thorough completion of workpapers and other documentation. 

  • Ensure compliance with IT security and data protection protocols. 

  • Delegate and mentor staff to meet project goals and development objectives. 

 

Competencies: 

  • Strong critical thinking, collaborative problem-solving, attention to detail, and leadership skills. 

  • Ability to manage shifting priorities, changing deadlines, and multiple projects simultaneously. 

  • Excellent communication skills, with the ability to simplify complex information to diverse audiences. 

  • Strong client relationship and interpersonal skills. 

  • Knowledge of business processes, internal controls, and accounting. 

  • Familiarity with business reporting preferred. 

 

Qualifications: 

  • Minimum 5 years of experience working in a consulting firm or in a corporate focused in automation & analytics role. 

  • Bachelor’s degree in Analytics, Information Systems, Engineering, Accountancy, Business Administration or related field. 

  • Deep expertise in data analytics tools (e.g., Python, R, PowerBI, Alteryx, SQL, ACL). 

 

Preferred Qualifications: 

  • Certifications in Microsoft Power BI, Alteryx, ACL etc. 

  • Master’s degree in Analytics, Information Systems, Engineering, Accountancy, Business Administration or related field. 

  • Cloud platform experience (e.g., Azure) 

“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 Northern California residents, the compensation range for this position: $120,000 - $145,000. For Southern California residents, the compensation range for this position: $115,000 - $138,000. For Washington residents, the compensation range for this position: $115,000 - $138,000. For New York residents, the compensation range for this position: $115,000 - $138,000. For Colorado residents, the compensation range for this position: $105,000 - $126,000. For Illinois residents, the compensation range for this position: $105,000 - $126,000. Compensation may vary based on skills, role, and location.     

Armanino has a robust offering of benefits, including: 

  • Medical, dental, vision

  • Generous PTO plan and paid sick time

  • Flexible work arrangements

  • 401K with Profit Sharing

  • Wellness program

  • Generous parental leave

  • 11 paid holidays

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.  

  

For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance 

To view our Consumer Notice at Collection for job applicants, please visit: 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.

Top Skills

Acl
Alteryx
Azure
Power BI
Python
R
SQL
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The Company
HQ: San Ramon, CA
2,706 Employees
On-site Workplace
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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