Financial Modeling and Strategic Finance Leader
| Company | Armanino |
|---|---|
| Location | Austin, TX, USA, Los Angeles, CA, USA, San Jose, CA, USA, Canoga Park, Los Angeles, CA, USA, Irvine, CA, USA, Dallas, TX, USA, San Ramon, CA, USA, Philadelphia, PA, USA, Williston Park, NY, USA, Chicago, IL, USA, St. Louis, MO, USA, Culver City, CA, USA, New York, NY, USA, Bellevue, WA, USA, Denver, CO, USA, El Segundo, CA, USA |
| Salary | $200000 – $280000 |
| Type | Full-Time |
| Degrees | Bachelor’s, MBA |
| Experience Level | Senior |
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred.
- Minimum 7 years of experience in valuation, financial modeling, corporate finance, investment banking, private equity, or strategic finance.
- Advanced proficiency in financial modeling and Excel, with strong experience in valuation techniques, DCF, LBO, and M&A modeling.
- Expertise in financial planning & analysis (FP&A) and strategic decision support.
- Strong understanding of accounting principles and financial reporting.
- Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders.
- Ability to work in a fast-paced, client-facing environment and manage multiple projects simultaneously.
- Strong leadership and mentoring skills, with the ability to develop and grow a team of financial professionals.
- Strong client communication skills.
Responsibilities
- Develop, maintain, and improve financial models for various business scenarios, including forecasting, budgeting, capital planning, and valuation.
- Provide strategic financial insights and recommendations to clients, helping them optimize performance and achieve growth objectives.
- Conduct financial analysis and scenario planning to evaluate business strategies, capital allocation, and investment opportunities.
- Lead and execute financial due diligence, mergers & acquisitions (M&A) analysis, and other transaction-related financial modeling.
- Collaborate with internal and external stakeholders, including executives, investors, and finance teams, to deliver high-impact financial solutions.
- Guide clients in implementing best practices for financial planning, reporting, and operational efficiencies.
- Advise clients on capital markets readiness, including IPO preparation, financing strategies, and financial structuring.
- Identify and implement key value creation drivers to enhance enterprise value and operational efficiency.
- Leverage data analytics and visualization tools to present financial information in an impactful and digestible manner.
- Mentor and develop junior team members in financial modeling and strategic finance best practices, helping to build a strong practice within Armanino.
- Support business development efforts by identifying new client opportunities, building relationships, and expanding Armanino’s financial modeling and strategic finance service offerings.
- Have ownership of, and manage, key initiatives and metrics, including but not limited to metrics related to billing, utilization, and A/R.
Preferred Qualifications
- Experience with financial forecasting tools, BI platforms, and data visualization software (e.g., Tableau, Power BI) is a plus.
- Interest or experience in business development, including identifying client opportunities, relationship-building, and expanding service offerings.