Audit & Attest Strategic Planning Director

Director of Strategic Planning for Audit & Attest 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 revenue, staffing, and profitability planning, deliver actionable insights, and enable data‑driven decision‑making across the practice. Responsibilities Strategic Planning & Forecasting – Lead monthly growth/pipeline, revenue, and staffing projections; 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 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 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 analytical, critical thinking, and problem‑solving skills. Excellent organizational and project management skills; ownership and proactive execution against a project plan. Demonstrated understanding of business drivers and metrics, including deep‑dive analytical capability. 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. Benefits Medical, dental, vision coverage Generous PTO plan and paid sick time Flexible work arrangements 401(k) with profit sharing Wellness program Generous parental leave 11 paid holidays EEO Statement Armanino provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. The firm complies with all applicable state and local laws governing nondiscrimination in employment. Disciplinary action, up to and including termination, may result from any form of workplace harassment. #J-18808-Ljbffr Armanino Advisory LLC