Senior Strategic Financial Analyst

Posted Yesterday
Be an Early Applicant
24 Locations
In-Office
110K-140K Annually
Senior level
Financial Services
The Role
Own cash flow and balance sheet forecasting, integrated financial modeling, budgeting, scenario analysis, KPI reporting, and M&A financial planning. Partner with Accounting, FP&A, Corporate Development, and business leaders to evaluate performance and acquisitions. Build scalable reporting processes, use analytics and AI to identify insights, and deliver executive recommendations through complex cross-functional analyses.
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.  


Job Responsibilities 

  • Own the development and maintenance of short and long-term cash flow forecasts, balance sheet forecasts, integrated financial models, and driver-based planning within the firm's CPM platform (Pigment) to support budgeting, forecasting, and strategic decision-making. 
  • Serve as a subject matter expert on the relationships between the income statement, balance sheet, and cash flow statement, providing insights into revenue, profitability, liquidity, working capital, and cash generation. 
  • Partner closely with Accounting to understand actual cash flow and balance sheet results and forecast implications, ensuring alignment between financial reporting and planning activities. 
  • Lead M&A budget development in coordination with FP&A and business leaders; partner with Corporate Development to establish financial planning assumptions, assess key financial and operational metrics, and support post-acquisition performance analysis and long-term growth objectives. 
  • Develop and maintain standardized, scalable financial processes, and reporting for core areas of responsibility, including KPIs, and performance metrics, while reducing manual effort and ensuring the highest levels of accuracy. 
  • Use analytics, AI, and business intelligence tools to mine large financial and operational datasets, create repeatable analytical frameworks, and identify actionable insights that support business performance and decision-making. 
  • Independently structure and lead complex analyses, business cases, scenario analyses, and special projects; synthesize incomplete, ambiguous, or cross-functional inputs into clear points of view, decision-ready recommendations, and concise executive-level presentations. 

Requirements 

  • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field. 
  • Minimum of three years of progressive experience in FP&A, Corporate Finance, Accounting, Transaction Advisory, Financial Analytics, or related finance functions. 
  • Expert understanding of financial statements and their interrelationships. 
  • Corporate Financing/M&A financial experience a plus.
  • Reasonably fluent in accounting, though CPA not required.
  • Demonstrated experience preparing and managing: Cash flow forecasts, balance sheet forecasts, financial models, scenario analyses, working capital analyses 
  • Advanced Microsoft Excel skills and financial modeling capabilities. 
  • Strong attention to detail with a commitment to accuracy and quality. 
  • Excellent verbal, written, and presentation communication skills. 
  • Demonstrated ownership of complex, cross-functional financial analyses and initiatives, including the ability to define the approach, coordinate stakeholders, manage competing priorities, and drive work independently from problem definition through executive recommendation. 
  • Passion for process improvement, standardization, and automation. 
 Preferred Qualifications
  • Experience within a professional services, consulting, or accounting firm environment. 
  • Transaction advisory, corporate development finance, or strategic FP&A experience supporting M&A transactions, financial due diligence, acquisition modeling, or post-acquisition integration and performance analysis. 
  • Experience building scalable reporting and analytics solutions. 
  • Familiarity with Power BI, DAX, SQL, Power Query, or similar data analytics tools.
  • Experience utilizing AI tools for deep analysis and to improve finance processes, reporting, forecasting, or analytical workflows. 
  • Experience with financial planning and forecasting platforms such as Pigment, Adaptive Planning, Anaplan, or similar solutions. 
  • CPA, CFA, or MBA designation preferred. 

 “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, Washington, Illinois, New York, and California residents, the compensation range for this position: $110,000-$140,000. 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. 

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 Finance, Accounting, Economics, Business Administration, or a related field
  • At least three years of progressive experience in FP&A, Corporate Finance, Accounting, Transaction Advisory, Financial Analytics, or related finance functions
  • Expert understanding of financial statements and their interrelationships
  • Fluency in accounting; CPA is not required
  • Experience preparing and managing cash flow forecasts, balance sheet forecasts, financial models, scenario analyses, and working capital analyses
  • Advanced Microsoft Excel skills and financial modeling capabilities
  • Strong attention to detail and commitment to accuracy and quality
  • Excellent verbal, written, and presentation communication skills
  • Experience owning complex, cross-functional financial analyses and initiatives independently
  • Passion for process improvement, standardization, and automation
  • Experience in a professional services, consulting, or accounting firm environment
  • Transaction advisory, corporate development finance, or strategic FP&A experience supporting M&A transactions
  • Experience building scalable reporting and analytics solutions
  • Familiarity with Power BI, DAX, SQL, Power Query, or similar analytics tools
  • Experience using AI tools to improve finance processes, reporting, forecasting, or analytical workflows
  • Experience with Pigment, Adaptive Planning, Anaplan, or similar financial planning platforms
  • CPA, CFA, or MBA designation

Armanino LLP Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Armanino LLP and has not been reviewed or approved by Armanino LLP.

  • Leave & Time Off Breadth — Self‑managed PTO for exempt staff and paid holidays are part of the package alongside flexible time options. This breadth can elevate overall total‑rewards value when workload allows utilization.
  • Healthcare Strength — Medical, dental (including adult orthodontia), and vision plans are available with domestic‑partner eligibility. Access to mental‑health support through an EAP further strengthens coverage.
  • Flexible Benefits — A broad benefits menu and flexibility features are highlighted as strengths. Elements such as hybrid schedules and wellness resources can enhance the day‑to‑day experience.

Armanino LLP Insights

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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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