This role is designed for a highly analytical, execution-oriented finance professional who thrives in fast-paced, high-growth environments and wants deep exposure to M&A activities, corporate FP&A, and sponsor-facing financial analysis.
The Senior Analyst will play a critical role (i) in post-close M&A integration, supporting the financial ingestion, reporting, forecasting, and performance tracking of newly acquired businesses and (ii) in contributing to broader strategic finance initiatives, including financial modeling, scenario analysis, and leadership reporting tied to Aprio’s growth strategy.
This role reports directly to the Manager of FP&A & Corporate Strategy and works closely with FP&A leadership, Corporate Development, Accounting, and senior management. The role is execution-heavy by design, with increasing strategic exposure over time as the platform continues to scale.
This is an excellent opportunity for a high-performing analyst with investment banking, transaction services, or PE-backed operating experience who wants hands-on ownership, visibility, and accelerated learning within a rapidly growing firm.
Responsibilities:
- Own financial integration workstreams for newly acquired businesses, including onboarding into Aprio’s FP&A cadence.
- Support postmerger forecasting, budgeting, and long-range planning for acquired businesses.
- Maintain and update postclose financial models, including performance vs. deal assumptions.
- Prepare and maintain recurring postclose reporting for acquired entities, including revenue, expenses, headcount, and profitability.
- Support leadership with timely, accurate financial insights during active integration periods.
- Support consolidated forecasts and reporting that incorporate both legacy and newly acquired entities.
- Perform variance analysis versus budget, forecast, and deal models, with a focus on actionable insights.
- Prepare standardized reporting packages for FP&A leadership, executive management, and shareholders.
- Ensure consistency of assumptions, methodologies, and reporting standards across the platform.
- Act as a reliable execution partner to FP&A leadership during peak reporting and planning cycles.
- Support strategic finance initiatives related to growth, profitability, and operational performance.
- Build and maintain Excelbased financial models to support leadership decisionmaking, including scenario and sensitivity analysis.
- Assist with financial analysis for capital allocation, investment tradeoffs, and resource planning.
- Prepare analytical materials and presentation support for senior leadership, including CEO/CFO-level discussions.
- Contribute to ad hoc analysis tied to M&A activity, financing considerations, and firm-wide strategic initiatives.
- Support process improvement initiatives related to M&A integration, FP&A workflows, and reporting cadence.
- Help document integration playbooks, reporting templates, and analytical frameworks to improve scalability.
- Partner with FP&A leadership to improve data quality, accuracy, and timeliness across acquired entities.
- Identify opportunities to streamline reporting and reduce manual effort as the platform grows.
- Execute ad hoc financial analysis and special projects in support of FP&A leadership, Corporate Development, and senior management.
- Support preparation of materials for leadership reviews, board discussions, and sponsor-facing updates.
- Serve as a trusted analytical resource in highvisibility, timesensitive situations.
- Acquired businesses are integrated into FP&A processes efficiently, accurately, and on time.
- Leadership has clear, reliable visibility into postclose performance versus expectations.
- Forecasting and reporting for acquired entities improves in accuracy and consistency.
- The analyst becomes a goto execution partner across FP&A, Accounting, and Corporate Development.
M&A Financial Integration & PostClose Execution
FP&A & Forecasting Execution
Strategic Finance & Corporate Support
Process Improvement & Data Management
Ad Hoc Analysis & Stakeholder Support
Success in the Role Looks Like
Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 2–4 years of experience in investment banking, private equity, transaction services advisory, FP&A, or a related analytical role.
- Strong financial modeling and analytical skills with comfort working in complex, Excel-heavy models.
- Experience in PE-backed, high-growth, or M&A active environments strongly preferred.
- Proficiency in Excel and PowerPoint; experience with FP&A or reporting tools (e.g., Workday, Adaptive) is a plus but not required.
- Strong attention to detail and ability to manage multiple workstreams under tight deadlines.
- Clear communicator with the ability to work effectively across Finance, Accounting, and senior leadership.
- Proactive, self-directed, and comfortable operating in ambiguous, fastmoving environments.
Skills Required
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 2-4 years of experience in investment banking, private equity, transaction services, FP&A, or related analytical role
- Strong financial modeling and analytical skills with comfort working in complex, Excel-heavy models
- Proficiency in Excel and PowerPoint
- Experience in PE-backed, high-growth, or M&A-active environments
- Experience with FP&A or reporting tools (e.g., Workday, Adaptive)
- Strong attention to detail and ability to manage multiple workstreams under tight deadlines
- Clear communicator able to work effectively across Finance, Accounting, and senior leadership
- Proactive, self-directed, and comfortable operating in ambiguous, fast-moving environments
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.
