Director, Strategic Planning & Analysis

ArmaninoSan Ramon, CA
12d

About The Position

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 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. The Director of BU Strategic Planning & Analysis is the senior strategic planning, insight and analytics leader for a major business unit at Armanino, responsible for driving forward‑looking planning, performance insights, and data‑driven decision‑making. This role partners closely with Business Unit leadership to guide revenue growth, staffing strategy, and profitability while aligning with firmwide FP&A on forecasting, budgeting, and firmwide financial initiatives. This is a high‑impact role for a strategic thinker who thrives at the intersection of operations, finance, and leadership influence.

Requirements

  • Bachelor’s degree in Finance, Accounting, related major or equivalent work experience
  • Minimum of 8 years’ experience in strategic planning, finance, analytics, or operations
  • Minimum of 5 years’ experience in people leadership or senior project leadership experience
  • Advanced financial modeling, forecasting, and KPI analysis expertise
  • Proven ability to influence senior leaders through insight and data
  • Strong executive‑level communication and presentation skills
  • Strategic and critical thinking with strong execution orientation
  • Deep understanding of professional services business models and metrics
  • Exceptional analytical, problem‑solving, and attention to detail
  • Strong project management and prioritization skills in dynamic environments
  • Ability to operate effectively amid ambiguity and transformational change

Nice To Haves

  • Experience with Workday, Adaptive Planning, and Business Objects
  • Professional services or consulting industry experience
  • Background supporting multi‑regional and multi‑service‑line organizations

Responsibilities

  • Strategic Planning & Forecasting
  • Identify risks and opportunities and deliver clear, actionable recommendations to leadership based on operational and financial analysis of the business
  • Perform detailed variance analysis, KPI tracking, and trend analysis to assess business performance and identify improvements
  • Lead monthly revenue, pipeline, and staffing forecasts with a focus on accuracy, scalability, and insight
  • Partner with central FP&A on budgeting, forecasting, and periodic financial analysis
  • Profitability & Business Insights
  • Develop and maintain service and engagement‑level costing and profitability models
  • Analyze client and engagement profitability to support margin optimization initiatives
  • Monitor market and industry trends to inform planning assumptions and long‑term strategy
  • Executive Reporting & Communication
  • Prepare executive‑level reports, dashboards, and presentations for senior leadership
  • Translate complex financial and operational data into clear strategic narratives
  • Support BU leadership in budget, forecast, and strategic planning discussions
  • Operational Partnership & Process Improvement
  • Collaborate with BU Operations, Resource Management, and firmwide Finance and Operations teams
  • Design and implement process improvements that enhance efficiency, accuracy, and insight
  • Support special strategic initiatives and cross‑functional projects as needed
  • Leadership & Culture
  • Foster a collaborative, high-performance environment focused on quality insights and strong client outcomes
  • Lead with curiosity, accountability, and a continuous‑improvement mindset

Benefits

  • 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
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