Industry

Financial Services

The financial services industry is more complex than ever, and companies must manage everything from regulatory requirements to cybersecurity threats.
Financial Services
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
Streamline your operations to achieve better accounting processes in less time
Consumer Business Audit
Leverage reports to access new revenue streams, remove compliance risk and reach growth goals
Marketing Services Digital Serives
Investments in digital transformation keep your business on pace and beyond
Outsourcing Services
Solve daily challenges faced by your finance and HR teams
Technology Risk Assurance
Gain control over regulatory compliance requirements, data risk mitigation and internal controls
Choosing the right technology is essential to move your organization forward
Strategy Recommend
Prepare for future growth as your business evolves and complexity increases
Consumer Business 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
Powerful marketing, sales and customer service tools and can seamlessly integrate multiple disparate systems.
Workday Adaptive Planning
All-in-one financial planning and analysis suite
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
Perry Kaufmann - Partner-in-Charge, Tax - Dallas TX | Armanino
Partner-In-Charge, Texas
Understanding the client's perspective is the cornerstone of Perry's practice.

Dallas, TX
Kevin Baldus - Risk Assurance &  Advisory
Director
Kevin specializes in vendor risk management and virtual CISO services.

St. Louis, MO
Lincoln Gray - Partner, Audit - St. Louis, MO | Armanino
Partner
Lincoln is a partner in Armanino’s Audit practice and has a specialized focus in financial-service-related entities.

St. Louis, MO
Resources
Achievable Route to Modern Financial Close BlackLine Webinar
Webinar
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
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
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
Need to Talk?

We're Here For You

If you have any questions or just want to reach out to one of our experts, use the form and we'll get back to you promptly.