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We are seeking a Private Equity Performance Improvement Leader to lead and expand this sub-practice, working collaboratively to deliver outstanding client service while mentoring a team of rising professionals. This role will work closely with senior leadership and clients to build complex financial models, provide insights, and drive data-driven decision-making. The ideal candidate has extensive experience in financial modeling, corporate finance, and strategic advisory, with a strong ability to communicate financial insights to executive stakeholders.
We are looking to add to our wickedly smart team in the one of the following locations: the San Francisco Bay Area, Los Angeles, or Irvine (California); Dallas or Austin (Texas); Seattle, (Washington); St. Louis (Missouri); Chicago (Illinois); Philadelphia (Pennsylvania); New York (New York); or Denver (Colorado).
The ideal candidate will also have experience with integrated Capital Markets readiness and Value Creationprojects. This includes advising clients on how to prepare for liquidity events, IPOs, debt and equity financing, and optimizing their financial structure for long-term success. Additionally, they will work with clients to identify and implement key value drivers that enhance enterprise value and operational efficiency.
This individual must be both highly analytical, with the ability to dive into PE portfolio companies, their existing structure and reporting with the ability to design and execute plans to maximize stakeholder value. As the leader of the group, importance being an effective mentor, capable of teaching and developing others to help build the Private Equity Performance Improvement practice. Additionally, the ideal candidate should desire the role of a practice builder with experience in business development, including identifying new client opportunities, building relationships, and expanding Armanino’s service offerings in the Private Equity and Strategic Finance space.
Job 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 Private Equity Performance Improvement best practices, helping to build a strong practice within Armanino.
Drive business development efforts by identifying new client opportunities, building relationships, and expanding Armanino’s Advisory service offerings.
Have ownership of, and manage, key initiatives and metrics, including but not limited to metrics related to billing, utilization, and A/R.
Requirements
Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred.
Minimum 10 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.
Proven track record in generating new business opportunities
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
Flexibility to work from home while collaborating in person half the time.
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.
"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: $223,200 - $262,600. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $245,600 - $288,900. For Northern California residents, the compensation range for this position: $256,700 - $302,000. 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 c
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