Senior Manager, Family Office Transition & Technology Transformation

Armanino LLP•Duluth, GA

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 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. The Family Office Transition & Technology Transformation Senior Manager is a senior client-facing consulting role responsible for leading the design and delivery of future-state accounting operations for family office clients. This individual owns the assessment of current environments, defines solution architecture, and drives complex client transitions from fragmented processes to scalable, integrated operating models. This role emphasizes leadership across discovery, design, and execution, requiring deep expertise in family office structures, technology transformation, and stakeholder management, while ensuring successful outcomes that support long-term outsourced accounting operations.

Requirements

Bachelor’s degree in accounting required or equivalent working experience
Minimum of 8 years of experience in family office accounting, outsourced accounting, or consulting environments
Strong pre-existing knowledge of family office entity structures, ownership, intercompany, and investment accounting
Proven experience leading technology implementations, system integrations, and process redesign in complex multi-entity environments

Nice To Haves

Familiarity with investment systems (e.g., Addepar, Black Diamond)
CPA or equivalent credential

Responsibilities

Lead discovery engagements to assess client technology, processes, controls, and entity structures
Own and define future-state design, including: GL and accounting system architecture, AP and expense workflows, investment accounting processes, and reporting frameworks
Develop and oversee transition roadmaps, including sequencing, dependencies, and change management considerations
Lead execution of transition plans and coordinate across internal and client stakeholders
Ensure comprehensive documentation and a seamless handoff for post-transition support
Lead system selection and implementation strategy (e.g., Sage Intacct)
Identify process gaps, risks, and inefficiencies and define scalable solutions
Design and approve workarounds for system limitations, ensuring control and reporting integrity
Establish and standardize best-practice accounting and operational processes
Drive automation, integration, and workflow improvements across functions
Apply deep expertise in multi-entity structures (operating, investment, trusts) and intercompany relationships and ownership structures
Oversee investment accounting processes, reconciliations, and reporting design
Provide guidance on platforms like Addepar and Black Diamond and their integration into the accounting ecosystem
Lead client communications and present recommendations to senior stakeholders
Partner with delivery leadership to ensure alignment and successful transition to steady-state operations
Own timelines, risks, and execution quality across engagements
Lead development of templates, tools, and standardized methodologies
Coach and mentor Managers and team members
Drive continuous improvement of transition processes and firm capabilities