Senior Manager, M&A Finance

Finance Integration Leadership

• Act as the primary Finance point of contact for acquired firms, owning onboarding and integration of finance processes, policies, and procedures. 
• Participate in financial due diligence reviews, closing calls, and post-close follow-ups to ensure alignment on assumptions, identified risks, and integration requirements. 
• Maintain comprehensive deal overview documentation, including transaction structure, key financial terms, earn-out provisions, working capital targets, and post-close financial obligations. 
• Lead and coordinate all finance-related integration workstreams, including accounting operations integration, AP integration, data integration, earn-out tracking and monitoring, and contractual financial obligations/rights tracking. 
• Drive M&A finance integration meetings with clear ownership, timelines, and resolution of open items. 
• Provide hands-on education, guidance, and ongoing support to acquired firm leadership and finance teams throughout the integration lifecycle. 

Closing Statement & Purchase Accounting Coordination:

• Partner with the Financial Reporting team to develop and maintain a standardized Integration and Purchase Accounting Playbook for M&A transactions. 
• Coordinate and support data collection for purchase accounting and opening balance sheet net working capital closing statement requirements. 

Post-Acquisition Performance & Revenue Tracking

• Coordinate with Financial Reporting, FP&A, and other finance teams to track net working capital targets, merger value drivers, revenue vs. deal targets, earn-out metrics, due to/from balances, and other deal-specific KPIs. 
• Support leadership-level reporting and analysis related to organic versus inorganic growth. 
• Ensure accurate, timely, and consistent revenue and deal-related reporting within Aprio’s established reporting cadence. 

Stakeholder Communication & Change Management

•  Support merged firm roadshows as a finance representative, communicating financial processes, expectations, and reporting requirements. Attend Aprio Week as the Finance representative.  
• Build strong relationships with acquired firm leadership, internal finance teams, Aprio leadership, and cross-functional partners. 
• Serve as a trusted advisor on M&A-related finance and integration matters. 

Senior Manager-Level Expectations

• Demonstrates enterprise-wide thinking and effective prioritization across multiple concurrent transactions. 
• Previous M&A experience is strongly preferred.
• 5+ years of technical experience in professional services environment.
• An active CPA license is preferred but not required.
• Influences outcomes through expertise and collaboration rather than formal authority. 
• Identifies opportunities to standardize, improve, and scale M&A finance and integration processes. 
• Operates independently with minimal oversight while escalating issues appropriately and proactively. 
• Regular travel is an expectation for this role. On average this will be 10%-20%.

Key Success Factors

• Collaborative leadership style with the ability to influence across teams. 
• Proven ability to manage multiple complex workstreams and stakeholders in a deal-driven environment. 
• Excellent communication, organization, and project management skills. 
• Ability to bridge reporting requirements with operational execution. 
• Comfort operating in ambiguity and building scalable, repeatable processes. 
• Strong ownership mindset with attention to detail and follow-through.