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 operation 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 keeps 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
All-in-one financial planning and analysis suite
Intacct Product Tile
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
Geoffrey Wayong - Director, Consulting - San Ramon CA
Director
As Director of Operation Data & Analytics, Geoffrey plays a major role in R&D and product development at Armanino.

San Ramon, CA
Sam Kashy - Manager, Consulting - San Ramon, CA | Armanino
Managing Director
Sam is a managing director for business development, leading the firm’s geographic growth in the central and eastern US.

Naperville, IL
Tommy McCollister - Tax | Armanino
Manager
Tommy is a manager in the Tax practice, where he focuses on compensation and benefits.

San Francisco, CA
Resources
Understanding the COVID-19 Adjustment on M&A
Article
Adjusting M&A values for COVID-19 involves past impacts, ongoing demand and working capital.

March 31, 2021
how-to-evolve-your-financial-planning-and-analysis
Article
Effective FP&A functions enable your finance team to be a strategic asset in future success.

March 29, 2021
Dynamics GP: Understanding Your Path Forward
Webinar
Learn important support information and planning for next steps.

March 25, 2021 | 10:00 AM – 11:00 AM PST
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.