Director, Strategic Planning & Analysis

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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.

Job 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

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

Preferred Qualifications

• Experience with Workday, Adaptive Planning, and Business Objects

• Professional services or consulting industry experience

• Background supporting multi‑regional and multi‑service‑line organizations

"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: $191,800 - $225,700. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $211,100 - $248,300. For Northern California residents, the compensation range for this position: $220,700 - $259,600. 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.