Industry

Financial Services

The financial services industry is more complex than ever, and companies must manage everything from regulatory requirements to cybersecurity threats.
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Tailored Services

Smart Solutions for Operational and Strategic Needs

Our experienced team of CPAs and former CFOs helps financial services companies of all sizes find the smartest solutions to their operational and strategic needs.
Consumer Business Consulting
Advisory
Streamline your operations to achieve better accounting processes in less time
Consumer Business Audit
Audit
Leverage reports to access new revenue streams, remove compliance risk and reach growth goals
Marketing Services Digital Serives
Digital
Investments in digital transformation keep your business on pace and beyond
Outsourcing Services
Outsourcing Services
Solve daily challenges faced by your finance and HR teams
Technology Risk Assurance
Risk Assurance
Gain control over regulatory compliance requirements, data risk mitigation and internal controls
Software Solutions
Choosing the right technology is essential to move your organization forward
Strategy Recommend
Strategy & Transformation
Prepare for future growth as your business evolves and complexity increases
Consumer Business Tax Accounting
Tax Accounting
Minimize tax exposure by gaining both a clear vision of where to go and how to get there
Consulting
Other CFO Advisory Services
Microsoft Dynamics 365 Product Tile
Microsoft Dynamics
Powerful marketing, sales and customer service tools and can seamlessly integrate multiple disparate systems.
Workday Adaptive Planning
Workday Adaptive Planning
All-in-one financial planning and analysis suite
Sage Intacct
Sage Intacct
Streamline financial processes and provide real-time financial and operational insights
Financial Services
Related Industries
Armanino continues to expand its expertise within growing niche industries, offering financial services designed with the specific requirements in mind.
Experts
Matt Perreault - Audit | Armanino
Partner
Matthew Perreault, CPA
Matt has more than 30 years experience and is a recognized expert in Revenue Recognition, Complex Debt vs Equity issues.
San Ramon, CA
Lincoln Gray - Partner, Audit - St. Louis, MO | Armanino
Partner
Lincoln Gray, CPA
Lincoln is a partner in Armanino’s Audit practice and has a specialized focus in financial-service-related entities.
St. Louis, MO
Mike Bergines - Consulting | Armanino
Senior Director
Mike Bergines, MBA
Mike brings deep experience in ecommerce, payments, lending, fintech, and SaaS to his clients.
San Jose, CA
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Resources
Achievable Route to Modern Financial Close BlackLine Webinar
Webinar
An Achievable Route to a Modern Financial Close
Financial close experts reveal strategies and technology that can help streamline your month-end close process.
August 17, 2021 | 10:00 AM - 11:00 AM PT
Do You Really Need a CFO or Controller, and What’s the Difference?
Article
Do You Really Need a CFO or Controller, and What’s the Difference?
Does your finance function need tactical savvy or strategic vision? Here are the skill sets each role contributes.
August 13, 2021
Why You Need Strategic Finance Army on Your Side Webinar
Webinar
Why You Need a Finance Army on Your Side
Many companies hire a CFO far too early and build analyst and controller skills far too late.
August 10, 2021 | 10:00 AM - 11:00 AM PT
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