Audit & Attest Strategic Planning Director

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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.

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.
  

Competencies

• 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.
  

Requirements

• 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.
  

Preferred Qualifications

• Experience with Workday and Adaptive Planning.
  
• Experience in audit, accounting, or professional services environments.
  
• Background supporting multi-region or 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 Northern California residents, the compensation range for this position: $187,100-$254,900. For Southern California, Washington, New York and Illinois residents, the compensation range for this position: $179,000-$243,900. For Colorado residents, the compensation range for this position: $162,700-$221,700. 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


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We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.