Responsibilities

• Assess and understand the client’s pain points, business goals, and current ecosystem of systems, advisors, and providers. Following an evaluation and assessment of customers’ needs, design and prepare proposals, SOWs and engagement letters to support booking goals.
• Work directly with the CFO Advisory growth partner to understand GTM approach and service packages.
• Communicate the features and benefits of the proposed solution to business decision makers at a prospect, comparing those solutions to those of the alternatives.
• Support the tracking of opportunities and follow-up activities.
• Improve the quality and quantity of Proposal and Engagement letter output.
• Consolidate and manage the repository of materials including slides, proposals, and engagement letters.
• Enable our GTM leaders by supporting internal efforts to improve and scale.
• Communicate and collaborate with the GTM team and Sales teams to develop comprehensive consulting recommendations, proposals and promotional materials for new prospective clients.
• Support the analysis of historical and current pipelines and synthesize insights.

• Bachelor’s Degree in a business, analytical, communications or marketing field or equivalent experience
• 2 or more years of related experience in accounting, consulting, or finance professional services
• Familiarity with CRM systems and proposal software preferred
• Ability to be creative while also detail-oriented and execution focused
• Excellent communications and professional presentation skills
• Experience in productizing solutions for Real Estate, Technology, Health Care, High Tech or Life Sciences Experiences preferred
• Travel Requirements = 0-15%

Armanino LLP 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 LLP 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 LLP 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 LLP’s employees to perform their job duties may result in discipline up to and including discharge. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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.