M&A Coordinator

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 22 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 Mergers & Acquisitions Diligence and Integration team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Mergers & Acquisition Coordinator to join their dynamic team.

This role will support the execution of M&A projects, ensuring that due diligence and integration processes run smoothly and efficiently. The ideal candidate will assist in coordinating cross-functional teams, coordinating events and meetings related to M&A, tracking and facilitating value creation metrics, and managing the flow of critical information throughout the M&A lifecycle. This position is ideal for someone with a passion for working in a fast-paced and dynamic team with shifting priorities, interacting in-person frequently with people at all levels of an organization, excellent communication skills, and a strong interest in the M&A space. 

Responsibilities:

• Project Coordination: Support M&A managers in tracking progress, meeting deadlines, and managing deal documentation. 
• Due Diligence Support: Assist in coordinating due diligence efforts, including gathering information, compiling reports, and ensuring that all necessary data is collected from various departments (e.g., finance, legal, operations). 
• Integration Planning: Aid in the planning and executing post-acquisition integration, ensuring alignment with the integration strategy, timelines, and milestones. 
• Communication: Serve as a liaison between internal teams and external stakeholders, ensuring that key project details are clearly communicated and understood by all parties. 
• Documentation Management: Organize and maintain project documentation, including due diligence reports, integration plans, meeting notes, and action items. 
• Timeline Management: Track project timelines, ensure milestones are met, and identify potential risks or delays. 
• Meeting Coordination: Schedule and coordinate meetings for cross-functional teams, creating agendas, taking detailed minutes, and following up on action items. 
• Risk Management: Monitor project risks and issues, escalating concerns to the M&A project manager or leadership team as necessary. 
• Reporting: Prepare and distribute regular status updates to project stakeholders, highlighting progress, issues, and next steps. 

Qualifications:

• Bachelor’s degree in business, finance, project management, or a related field. 
• 2-4 years of experience in project coordination, ideally in M&A or consulting. 
• Familiarity with M&A processes, including due diligence, integration, and project management. 
• Proficiency in project management software (e.g., DealRoom, ClickUp, etc.) and Microsoft Office Suite. 
• Strong organizational skills with the ability to manage multiple priorities and deadlines. 
• Excellent written and verbal communication skills, with the ability to collaborate with diverse teams. 
• Attention to detail and problem-solving skills. 
• Ability to work in a fast-paced, dynamic environment. 
• Preferred Skills: 
• Experience in M&A, financial services, or a consulting environment. 
• Knowledge of financial statements and corporate transactions. 
• PMP or other project management certification is a plus.

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members:

- Medical, Dental, and Vision Insurance on the first day of employment

- Flexible Spending Account and Dependent Care Account

- 401k with Profit Sharing

- 9+ holidays and discretionary time off structure

- Parental Leave – coverage for both primary and secondary caregivers

- Tuition Assistance Program and CPA support program with cash incentive upon completion

- Discretionary incentive compensation based on firm, group and individual performance

- Incentive compensation related to origination of new client sales

- Top rated wellness program

- Flexible working environment including remote and hybrid options

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.

- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.

- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.

- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.

- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.

- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.

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.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.