Senior Procurement Specialist driving Source - to - Pay strategies at Abbott, fostering stakeholder collaboration and process improvement. Managing project initiatives and ensuring procurement efficiency.
About the role
- Senior Manager leading Family Office team at Armanino. Overseeing client relationships and financial accounting services across multiple clients.
Responsibilities
- Lead and provide direction to a small team (pod) of Managers and staff across multiple clients
- Plan, direct, and coordinate with clients and financial management outsourcing teams to deliver timely and accurate monthly finance and accounting services
- Serve as a subject matter expert for Family Office-specific accounting
- Provide technical guidance on US GAAP requirements
- Contribute to the development and maintenance of accounting systems to support operational efficiency and financial transparency
- Perform detailed reviews of periodic internal-use and compiled financial statements and supporting schedules
- Act as a liaison between clients and external auditors, internal stakeholders, and other service providers
- Foster collaborative, proactive relationships with clients and internal teams to ensure timely and accurate data collection for reporting
- Support business development through participation in prospect meetings, pricing, and drafting engagement letters
- Guide and support onboarding of new clients, including staff and client training, resource planning, and work allocation
- Coach and develop staff consultants and senior consultants, serving as a Performance Coach to support career growth and skills development
Requirements
- Bachelor’s degree in accounting, Finance, or a related field, or equivalent work experience
- Minimum 7 years of accounting experience, including both public and industry experience
- At least 2 years of experience leading teams in a fast-paced, results-oriented environment
- Full-cycle accounting experience, including financial reporting, A/P and A/R, and account reconciliations, with a solid understanding of US GAAP
- Strong knowledge of SFO structures, entity transfers, and investment accounting across asset classes
- Experience with brokerage postings, capital statements, and reconciliation techniques
- Experience with cloud-based accounting systems, including Sage Intacct
Benefits
- 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
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