Position Responsibilities:
- Oversee daily operations and work product quality across service and functional delivery teams.
- Partner with CAS practice operations to ensure standardized reporting and client delivery procedures are met.
- Ensure adherence to service-level agreements and standardized operational procedures.
- Lead change management initiatives and enforce governance of operational processes.
- Define and maintain operational metrics and dashboards using data analytics tools.
- Collaborate with offshore teams to ensure accuracy, quality, and process optimization.
- Maximize offshore workforce impact through targeted process improvements.
- Manage the creation and upkeep of guidelines, training materials, and project documentation.
- Monitor project timelines, allocate resources, and adjust plans to meet deadlines.
- Communicate updates and changes clearly to internal teams, leadership, and stakeholders.
- Maintain and enhance reporting tools and dashboards for performance tracking.
- Develop and implement policies and procedures to improve team output and efficiency.
- Establish statistical methods to measure progress and support strategic vision.
- Ensure consistent documentation and use of standardized templates in project management systems.
- Review and update training and resource databases to support team development.
Qualifications:
- Bachelor’s degree in accounting; CPA or equivalent certification preferred
- Minimum of 10 years of progressive experience in US accounting, with at least 5 years in a leadership role managing managers and client engagements
- Proven experience managing multiple clients in a multi-entity, multi-industry environment, preferably within professional services
- Solid experience with accounting platforms such as Bill.com, Xero, and QuickBooks Online (QBO); NetSuite experience is a plus
- Demonstrated ability to lead, mentor, and develop high-performing teams, including Managers and Team Leads
- Strong client relationship management skills, with experience leading client calls, business reviews, and handling escalations
- Experience in budgeting, forecasting, and managing engagement profitability and resource utilization
- Proven track record in driving process improvements, automation, and system or workflow enhancements
- Experience with project and workflow management tools (e.g., Karbon, Wrike or similar platforms)
- Experience in onboarding clients and transitioning/migrating processes to offshore teams
- Advanced analytical skills with the ability to interpret financial data and provide actionable insights
- Excellent communication and stakeholder management skills, with the ability to collaborate effectively with US-based teams and leadership
- Highly organized with strong attention to detail and the ability to manage multiple priorities in a fast-paced, remote environment
- Self-motivated, proactive, and resourceful, with a strong sense of ownership and accountability
- High level of professionalism, integrity, and ability to handle confidential information
- Amenable to work midshift schedule (12:00pm to 9:00pm) and on a hybrid work setup
Skills Required
- Bachelor's degree in accounting; CPA or equivalent certification preferred
- Minimum of 10 years of progressive experience in US accounting
- At least 5 years in a leadership role managing managers and client engagements
- Proven experience managing multiple clients in a multi-entity, multi-industry environment
- Solid experience with accounting platforms such as Bill.com, Xero, and QuickBooks Online
- Demonstrated ability to lead, mentor, and develop high-performing teams
- Strong client relationship management skills
- Experience in budgeting, forecasting, and managing engagement profitability
- Proven track record in driving process improvements and automation
- Experience with project and workflow management tools
- Advanced analytical skills with the ability to interpret financial data
- Excellent communication and stakeholder management skills
- Highly organized with strong attention to detail
- Self-motivated, proactive, and resourceful
- High level of professionalism, integrity, and ability to handle confidential information
- Amenable to work midshift schedule and on a hybrid work setup
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.
Aprio Insights
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.






