Audit & Attest Strategic Planning Director

Armanino•San Ramon, CA

11d

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 Director of Strategic Planning for Audit & Attest serves as the primary strategic planning, analytics, and performance management leader for the Audit & Attest business unit. This role partners closely with Audit & Attest leadership to drive forward-looking revenue, staffing, and profitability planning, deliver actionable insights, and enable data-driven decision-making across the practice. Following recent leadership transitions, this role is critical to maintaining continuity, rigor, and strategic perspective in planning and performance management. The Director ensures that leadership has clear visibility into business performance, risks, and opportunities, while translating complex data into insights that inform strategy and execution. The role reports to the Audit & Attest Business Unit Operations Lead and works extensively with Partners and senior leaders across the firm.

Requirements

Strong written, verbal, and interpersonal communication skills, with the ability to influence and build relationships across levels and geographies.
Detail-oriented with strong analytical, critical thinking, and problem-solving skills.
Excellent organizational and project management skills, with the ability to own and proactively execute against a project plan.
Demonstrated in-depth understanding of business drivers and metrics, including the ability to conduct deep-dive analyses.
Exceptional ability to create concise, visually compelling executive presentations in PowerPoint.
Proven ability to manage multiple priorities simultaneously in a deadline-driven, ambiguous, and dynamic environment undergoing change.
Bachelor’s degree in accounting, finance, or a related field.
Minimum of 10 years’ experience in strategic planning, finance, analytics, or operations, preferably within professional services.
Minimum of 5 years’ experience in a supervisory or managerial role.
Strong experience with financial modeling, forecasting, and KPI analysis.
Proven ability to partner with senior leaders and influence decisions through data and insight.

Nice To Haves

Experience with Workday and Adaptive Planning.
Experience in audit, accounting, or professional services environments.
Background supporting multi-region or multi–service line organizations.

Responsibilities

Strategic Planning & Forecasting Lead monthly growth/pipeline, revenue, and staffing projections, ensuring accuracy, consistency, and scalability.
Interpret and evaluate monthly business performance, including budget variance, KPIs, and trend analysis.
Identify risks and opportunities and deliver clear, actionable recommendations to leadership.
Profitability & Business Insights Partner with Audit & Attest leadership to develop and maintain costing and profitability models.
Assess customer and engagement profitability and support profit optimization initiatives.
Monitor industry and market trends to inform planning assumptions and long-term strategy.
Executive Reporting & Communication Prepare executive-level reports and presentations for senior leadership.
Translate complex financial and operational data into clear narratives that support strategic decisions.
Operational Partnership & Process Improvement Collaborate with Audit & Attest Operations, Resource Management, and Firm Operations teams to align planning, reporting, and analytics.
Design and implement process improvements that enhance efficiency, accuracy, and insight.
Support special strategic projects and initiatives as assigned.
Leadership & Culture Foster a positive, collaborative environment that empowers team members to deliver high-quality insights and support excellent client experiences.