Associate, Corporate Development

Investment Banking Analyst Job Responsibilities

• Draft investment memos, executive presentations, and board-level materials, providing the underlying technical analysis and qualitative assessment that clearly supports the deal rationale, financial impact, synergies analysis, and risks to prepare senior-level decision-makers with concise, data‑driven insights.
• Build complex financial models, including DCF, synergy, and scenario analyses, to evaluate transaction economics, historical performance, accretion/dilution analysis, and forward‑looking projections.
• Prepare key financial and operating metrics, comparing target performance to internal benchmarks, return thresholds, and strategic objectives.
• Support the management meeting process with target company leadership and developing materials to facilitate discussions to deepen the firm’s understanding of the business, operating model, growth drivers, and potential revenue and cost synergies.
• Drive day to day cross‑functional due diligence efforts across finance, legal, HR, IT, operations, and compliance to process, review, and distribute relevant information to the appropriate stakeholders.
• Analyze industry trends, market developments, competitive dynamics, and manage industry landscape across the CPA and advisory ecosystems.

• Bachelor’s degree in accounting, finance, business administration, or a related field.
• Minimum 3 years of experience in corporate development, M&A, transaction advisory, investment banking, or a related role.
• Strong financial analysis and modeling skills, including EBITDA analysis and forecasting.
• Ability to synthesize complex information into clear, executive‑ready insights.
• Excellent verbal and written communication skills, with a preference for candidates that have demonstrated experience with management or executive‑level stakeholders.
• Exceptional attention to detail, organizational skills, and ability to manage multiple competing priorities simultaneously.
• Advanced proficiency with Microsoft Office Suite, particularly Excel and PowerPoint.

For Colorado residents, the compensation range for this position: $97,800 – $132,400. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $107,600 – $145,600. For Northern California residents, the compensation range for this position: $112,500 – $150,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long‑term financial incentive plan, subject to plan participation rules.

• 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

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.

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.