The Role
Manage financial and accounting due diligence engagements for private equity and strategic buyers and sellers. Analyze financial statements and operating results, interact with executives, manage client expectations, develop client relationships, support proposals and business development, and supervise and mentor team members. The role requires strong knowledge of US GAAP, GAAS, transaction advisory services, and mergers and acquisitions, with travel of up to 20%.
Summary Generated by Built In
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Advisory - Finance Advisory Team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Manager, Transaction Advisory Services to join their dynamic team.
Position Responsibilities:
- Plan, execute, direct and complete financial/accounting due diligence for private equity and strategic buyers and sellers from a variety of industries, including manufacturing and distribution, technology, retail and hospitality and business services.
- Develop relationships with clients and engage in effective interactions with target company executives
- Compiling and analyzing historical financial data/financial statements provided by buyer and/or seller as well as conducting interviews with buyer or seller
- Commenting on client sellers and client targets’ financial operating results and financial position
- Supervise and develop the skills of seniors and associates and provide performance review feedback
- Assist Partners and Senior Managers on proposals and new business opportunities by drafting responses, participating in the proposal process, building client relationships, demonstrating knowledge of client business and communicating directly with the buyer and seller.
- Manage client expectations concerning project deliverables and deadlines and lead change efforts effectively.
- Develop and maintain strong client relationships and cross-sell Aprio services and solutions.
- Communicate (verbally and in writing) externally with clients and internally with all levels of the organization to successfully accomplish objectives portraying knowledge and confidence
- Strong current knowledge in US GAAP, GAAS, transaction advisory services or mergers and acquisitions.
- Strong leadership, training, and mentoring skills
- Continuously fostering relationships with coworkers (through all services lines and industry groups of Aprio) and clients (both strategics and private equity)
- Participating in a work environment that values and promotes camaraderie, collaboration and giving back to the community
- Traveling approximately up to 20% of the time while upholding Aprio’s values and reputation
Qualifications:
- Understanding and applying Excel, PowerPoint, Word skills
- Demonstrating poise working with private equity and corporate executives
- Working effectively and personably with a diverse group
- At least five plus years of recent experience in Audit, Finance or Transaction Advisory (preferred)
- Displaying adequate knowledge of GAAP
- 4-year bachelor’s degree in Accounting or Finance
- Licensed CPA is a plus
- Amenable to a hybrid work arrangement (2 days onsite and 3 days WFH), with full-time onsite work required during the first 2 months.
- Amenable to working on a midshift schedule (3pm - 12mn PHT)
Perks/Benefits we offer for full-time team members:
- Wellness program
- HMO coverage
- Rewards and Recognition program
- Free shuttle service (provided by CDC | for onsite employees)
- Free lunch meal (For onsite employees)
- On-demand learning classes
- Discretionary time off and Holidays
- Performance-based salary increase
- Discretionary incentive compensation based on client or individual performance
- Hybrid set up to selected roles/location, terms and conditions may apply
- CPA & Certification Assistance and Bonus Program
What's in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Skills Required
- At least five years of recent experience in Audit, Finance, or Transaction Advisory
- Bachelor’s degree in Accounting or Finance
- Knowledge of GAAP
- Proficiency with Excel, PowerPoint, and Word
- Ability to work effectively with private equity and corporate executives
- Strong leadership, training, and mentoring skills
- Amenable to a hybrid work arrangement, with full-time onsite work during the first two months
- Amenable to a mid-shift schedule of 3 PM to 12 AM PHT
- Licensed CPA
Aprio Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Aprio and has not been reviewed or approved by Aprio.
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Fair & Transparent Compensation — Pay is generally positioned as competitive and fairly paid across many roles, with clearer benchmarking helped by public job-posted ranges and compensation aggregators.
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Healthcare Strength — Health, dental, and vision coverage is positioned as comprehensive and available from day one for full-time hires, which is stronger than the more typical waiting-period approach.
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Retirement Support — Retirement offerings include a 401(k) with profit sharing and access to FSA/Dependent Care accounts, which can improve total rewards when firm performance supports contributions.
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The Company
What We Do
Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain. Headquartered in Atlanta, Georgia, Aprio has grown to over 1,000+ team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 50 countries.
