Armanino

• Deliver Payroll implementation services using UKG Ready. • Collaborate with project managers and client teams to understand project goals and recommend tailored system configurations. • Analyze client business needs and recommend optimal UKG Ready setup in coordination with the Project Manager. • Guide clients through the design, configuration, testing, and deployment of UKG Ready functionalities. • Document system configurations and provide clear communication of recommendations to clients. • Manage multiple concurrent implementations and go-live transitions. • Prioritize tasks, manage timelines, and monitor progress to ensure successful project delivery. • Support clients during the handover to long-term vendor support. • Lead consulting sessions—both virtual and on-site—to train and guide client teams. • Participate in project meetings and provide timely updates on project milestones and deliverables. • Maintain up-to-date knowledge and certifications for UKG Ready and related modules. • Provide mentorship and support to other consultants within the team. • Meet or exceed company utilization targets. • Perform additional duties as assigned by leadership.

• Lead and deliver business valuation projects for the following purposes: financial reporting purposes (ASC 805/ASC 350), gift and estate tax, 409A/ASC 718, management planning, litigation support, and/or M&A. • Participate in all aspects of valuation projects from the initial proposal preparation through project completion. • Develop and utilize financial models (such as the Discounted Cash Flow, Option Pricing Method, and Black Scholes model) to arrive at value indications. • Exposure to complex securities (earnout, convertible debt, profit interest etc.) • Identify, assess, and analyze comparable public/private companies and transactions to derive valuation multiples. • Compose narrative reports in support of valuation analyses. • Train and guide analysts and review their work to ensure quality control. • Research and analyze market conditions and trends to develop valuation opinions. • Perform SAS 73 review of valuations done by other valuation firms.

• Independently manage end to end investor onboarding and maintenance, including collection, review, and validation of governing and due diligence documents through Anduin and external counsel coordination. • Own the accuracy and integrity of investor records across systems (Investran, investor portals, document repositories), ensuring data is complete, compliant, and audit ready. • Track and reconcile investor transactions including capital calls, distributions, subscriptions, redemptions, and transfers; proactively identify and resolve discrepancies. • Build, maintain, and enhance investor reporting and metrics (e.g., investor type, location, trends) to support client and leadership insights. • Serve as a primary escalation point for investor and client inquiries related to onboarding, reporting, statements, audit needs, and portal functionality. • Communicate clearly, professionally, and proactively with fund clients, LP investors, outside counsel, and internal teams. • Anticipate investor and client needs, providing timely updates and solutions with minimal direction. • Partner cross functionally with accounting, treasury, and fund administration teams to ensure seamless coordination of LP information and money movements. • Collaborate with team leaders and senior stakeholders to streamline, standardize, and improve investor relations processes. • Provide structured insights, updates, and recommendations to senior management on investor trends, risks, and client service opportunities. • Effectively manage multiple priorities and deadlines in a fast paced, client driven environment. • Adapt quickly to changing client requirements, fund events, and operational priorities. • Actively contribute to department initiatives and continuous improvement efforts based on hands on experience and data driven observations.

Title: Manager, Not for Profit Outsourced Accounting Services Location: Philadelphia, Pennsylvania time type Full time job requisition id JR103573 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.  Job Responsibilities  - Plan, direct and coordinate with client and financial management outsourcing staff for timely and accurate monthly finance and accounting services - Provide technical expertise for US GAAP requirements - Participate in the development and maintenance of accounting systems to facilitate efficient operation and financial management of clients across various industries - Perform detailed reviews of periodic client-use only and compiled financial statements and supporting schedules - Oversee and support Workday administration including A/R, WIP/Budget, and Billing modules - Liaison on behalf of the client with external auditors, tax preparers, and internal decision makers - Foster proactive working relationships with clients and cross-functional departments to ensure timely and accurate receipt of information required for financial reporting - Support business development efforts by participating in prospect meetings, calculating pricing, and drafting engagement letters - Guide and support the onboarding of new clients including client and staff training, allocation of resources and client work assignments. - Drive staff consultant and senior consultant career and skills development by actively engaging with them as their Performance Coach Requirements  - Bachelor’s degree in Accounting, Finance, or a related field; equivalent experience may be considered - Minimum of 5 years’ experience across core accounting functions, including general ledger (GL), accounts payable (AP), accounts receivable (AR), payroll (PR), budgeting/forecasting, and account reconciliations - Proven experience supporting nonprofit clients is required—must have working knowledge of grant compliance, reporting, and other nonprofit-specific accounting processes - Prior experience in an outsourced accounting, consulting, or public accounting firm environment, managing multiple clients simultaneously - Strong technical accounting and financial analysis skills - Excellent verbal and written communication skills, including the ability to interpret and analyze complex operating agreements - Highly organized with strong time management skills; able to manage multiple priorities independently and meet deadlines with minimal oversight - Proficiency and certifications in multiple accounting systems such as QuickBooks, QuickBooks Online, Xero, and/or Sage Intacct; comfortable switching between platforms - Proficient in Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook - Flexibility to work from home while collaborating in person half the time. Preferred Qualifications  - Experience designing and implementing accounting systems, workflows, or internal controls - CPA or CMA certification "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. 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 To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/ We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

• Configure the TLM, Accruals, Leave of Absence modules • Convert and load TLM into UKG Ready formats • Employee demographic imports • Cost centers • Pay calculations • Accruals 1.0 and Accruals 2.0 Schedules • Activities • Shift premiums • Middleware configurations • Custom reports • Attendance points • Rate tables

• Lead end-to-end payroll implementations within UKG Ready (discovery, configuration, testing, go-live) • Configure payroll components including: Earnings and deductions, Federal, state, and local tax setup, Direct deposit and pay rules, Garnishments and child support • Configure UKG Payroll services builds • Convert Payroll data and history into UKG Ready formats • Configure GL files for multiple accounting systems • Support payroll-related integrations (timekeeping, benefits, general ledger) • Build strong relationships with clients by delivering high-quality advisory and support • Contribute to internal process improvements, knowledge-sharing sessions, and practice development • Participate in internal initiatives to enhance team efficiency and delivery excellence

• Configure the HR and Benefits modules • Convert and load HR data into UKG Ready formats • Employee demographic imports • Paygrades • Assets • Jobs/Positions • Contacts • EE enrollments • Contacts (dependents/beneficiaries) • Custom forms • Benefits plans setups • Benefits profiles set ups • Workflows

• Plan, direct and coordinate with client and financial management outsourcing staff for timely and accurate monthly finance and accounting services • Provide technical expertise for US GAAP requirements • Participate in the development and maintenance of accounting systems to facilitate efficient operation and financial management of clients across various industries • Perform detailed reviews of periodic client-use only and compiled financial statements and supporting schedules • Liaison on behalf of the client with external auditors and internal decision makers • Foster proactive working relationships with clients and cross-functional departments to ensure timely and accurate receipt of information required for financial reporting • Support business development efforts by participating in prospect meetings, calculating pricing, and drafting engagement letters • Guide and support the onboarding of new clients including client and staff training, allocation of resources and client work assignments. • Drive staff consultant and senior consultant career and skills development by actively engaging with them as their Performance Coach

• Own the end‑to‑end development lifecycle for our platform and unified client gateway—collaborating with engineering, design, and subject matter experts. • Define and drive the team’s product strategy and roadmap, aligning with business goals, user needs, and technical feasibility. • Facilitate transparent, cross‑functional prioritization to maintain and communicate a living roadmap that balances new capabilities, technical debt, and operational reliability. • Understand business requirements and translate them into clear, actionable product requirements and user stories, organizing and prioritizing the development backlog for engineering teams. • Collaborate closely with technical teams, business stakeholders, and process owners to identify and drive the change necessary to deliver impact, regardless of where it needs to happen. • Lead effective integrations between our products and other enterprise systems, including vendor offerings. • Drive effective decisions on when to build vs buy vs partner to deliver results. • Own production validation, feature testing, and bug verification to ensure high‑quality, reliable releases. • Support change management and go‑to‑market efforts for new platform capabilities, including documentation, release notes, and help center content. • Partner with customer enablement, marketing, and change management teams to support demos, training, onboarding, and adoption. • Manage feature flags and release gating, determining which users gain access to which capabilities and when. • Conduct structured beta testing and usability research, synthesizing feedback and prioritizing improvements ahead of general availability. • Research market trends, competitor offerings, and emerging technologies to identify opportunities to improve platform capabilities. • Collaborate with product analytics to define and track success metrics, interpret usage data, and communicate outcomes to stakeholders. • Mentor and guide other product managers, fostering their growth and raising the bar for product management practices across the team. • Keep business unit leaders and executive stakeholders informed and aligned on strategy, progress, and risks. • Support business unit technology strategy, including architecture alignment and integration of third‑party solutions. • Stay current with product management best practices and AI trends, incorporating modern tools, frameworks, and capabilities into the platform and delivery process. • Hold a high bar for security, user experience, reliability, quality, and ways of working.