The Role
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.
We are looking for a highly organized, detail-oriented M&A Pipeline Management Analyst to support our Corporate Development team. This role is responsible for ensuring that our M&A deal pipeline is accurately maintained and regularly updated within HubSpot, our CRM platform.
As a key member of the back-office operations, you will not be interacting with external parties but will instead play a critical behind-the-scenes role—tracking deal progress, generating reports, and supporting internal decision-making with timely, reliable data.
Position Responsibilities:
HubSpot CRM Management
- Maintain up-to-date records of all M&A opportunities in HubSpot, including deal status, stage, key dates, and internal owners
- Ensure consistent and accurate tagging, categorization, and data input across the deal pipeline
- Coordinate with internal deal owners to ensure all updates are reflected in the system
Reporting & Data Support
- Generate weekly, monthly, and ad hoc reports to summarize deal activity, pipeline health, and performance metrics
- Create and maintain dashboards that visualize key trends and help support strategic planning
- Respond to data requests from the Corporate Development team, ensuring high-quality and error-free outputs
Data Integrity & Quality Control
- Perform regular audits of the HubSpot CRM to identify and correct incomplete or outdated information
- Document processes and maintain internal playbooks for CRM usage and reporting best practices
- Track and archive historical deal data for future reference and internal review
Process Improvement Support
- Help identify opportunities to streamline reporting and CRM workflows
- Assist with the rollout of updates to HubSpot pipelines, custom fields, or automation where appropriate
- Support special projects and internal initiatives as needed
Qualifications:
- Bachelor's degree in Business, Finance, Information Systems, or related field
- 2+ years of experience in a reporting, business operations, or data management role
- Hands-on experience using HubSpot CRM is strongly preferred
- Proficiency in Microsoft Excel and/or Google Sheets; familiarity with BI tools (Power BI, Tableau, etc.) is a plus
- Meticulous attention to detail and commitment to data accuracy
- Strong organizational skills with the ability to manage multiple tasks and deadlines
- Excellent written communication skills in English
- Comfortable working remotely and independently, with experience in distributed team environments a plus
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.
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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.
