Private Equity Performance Improvement Leader

Private Equity Performance Improvement Leader

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 Public Accounting 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.

We are seeking a Private Equity Performance Improvement Leader to lead and expand this sub-practice, working collaboratively to deliver outstanding client service while mentoring a team of rising professionals. This role will work closely with senior leadership and clients to build complex financial models, provide insights, and drive data-driven decision-making. The ideal candidate has extensive experience in financial modeling, corporate finance, and strategic advisory, with a strong ability to communicate financial insights to executive stakeholders.

We are looking to add to our wickedly smart team in the one of the following locations: the San Francisco Bay Area, Los Angeles, or Irvine (California); Dallas or Austin (Texas); Seattle, (Washington); St. Louis (Missouri); Chicago (Illinois); Philadelphia (Pennsylvania); New York (New York); or Denver (Colorado).

The ideal candidate will also have experience with integrated Capital Markets readiness and Value Creation projects. This includes advising clients on how to prepare for liquidity events, IPOs, debt and equity financing, and optimizing their financial structure for long-term success. Additionally, they will work with clients to identify and implement key value drivers that enhance enterprise value and operational efficiency.

This individual must be both highly analytical, with the ability to dive into PE portfolio companies, their existing structure and reporting with the ability to design and execute plans to maximize stakeholder value. As the leader of the group, importance being an effective mentor, capable of teaching and developing others to help build the Private Equity Performance Improvement practice. Additionally, the ideal candidate should desire the role of a practice builder with experience in business development, including identifying new client opportunities, building relationships, and expanding Armanino's service offerings in the Private Equity and Strategic Finance space.

Job Responsibilities

• Develop, maintain, and improve financial models for various business scenarios, including forecasting, budgeting, capital planning, and valuation.
• Provide strategic financial insights and recommendations to clients, helping them optimize performance and achieve growth objectives.
• Conduct financial analysis and scenario planning to evaluate business strategies, capital allocation, and investment opportunities.
• Lead and execute financial due diligence, mergers & acquisitions (M&A) analysis, and other transaction-related financial modeling.
• Collaborate with internal and external stakeholders, including executives, investors, and finance teams, to deliver high-impact financial solutions.
• Guide clients in implementing best practices for financial planning, reporting, and operational efficiencies.
• Advise clients on capital markets readiness, including IPO preparation, financing strategies, and financial structuring.
• Identify and implement key value creation drivers to enhance enterprise value and operational efficiency.
• Leverage data analytics and visualization tools to present financial information in an impactful and digestible manner.
• Mentor and develop junior team members in Private Equity Performance Improvement best practices, helping to build a strong practice within Armanino.
• Drive business development efforts by identifying new client opportunities, building relationships, and expanding Armanino's Advisory service offerings.
• Have ownership of, and manage, key initiatives and metrics, including but not limited to metrics related to billing, utilization, and A/R.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred.
• Minimum 10 years of experience in valuation, financial modeling, corporate finance, investment banking, private equity, or strategic finance.
• Advanced proficiency in financial modeling and Excel, with strong experience in valuation techniques, DCF, LBO, and M&A modeling.
• Expertise in financial planning & analysis (FP&A) and strategic decision support.
• Strong understanding of accounting principles and financial reporting.
• Proven track record in generating new business opportunities
• Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders.
• Ability to work in a fast-paced, client-facing environment and manage multiple projects simultaneously.
• Strong leadership and mentoring skills, with the ability to develop and grow a team of financial professionals.
• Strong client communication skills
• Flexibility to work from home while collaborating in person half the time.

Preferred Qualifications

• Experience with financial forecasting tools, BI platforms, and data visualization software (e.g., Tableau, Power BI) is a plus.
• Interest or experience in business development, including identifying client opportunities, relationship-building, and expanding service offerings.