Responsibilities:
- Lead and manage financial due diligence engagements, including planning, execution, and delivery of client-ready work products for private equity and strategic clients.
- Analyze and assess historical financial statements, quality of earnings, working capital, and other key financial metrics.
- Develop and maintain strong relationships with clients and target company executives, serving as a primary point of contact throughout the engagement.
- Provide insights and commentary on financial performance, trends, risks, and opportunities.
- Guide and mentor engagement teams, including Managers, Senior Associates, and Associates; provide feedback and support professional development.
- Support business development efforts by contributing to proposals, participating in client pitches, and building long-term client relationships.
- Manage multiple client engagements simultaneously, ensuring high-quality deliverables, on-time execution, and alignment with client expectations.
- Collaborate with Aprio Partners and Directors on market strategy, client targeting, and practice initiatives. Actively engage in cross-functional collaboration across Aprio service lines to enhance client value and identify opportunities for additional services.
- Traveling approximately up to 20% of the time while upholding Aprio’s values and reputation.
Qualifications:
- Minimum 5 - 7 years of experience in Audit, Finance, or Transaction Advisory Services, with at least 3+ years in a financial due diligence or M&A-focused role.
- Strong technical knowledge of US GAAP, financial reporting, and M&A transaction processes.
- Advanced proficiency in Excel, PowerPoint, and financial analysis tools.
- Proven ability to interact confidently with senior executives, including private equity investors and C-suite leadership.
- Exceptional project management skills with the ability to lead multiple engagements under tight deadlines.
- Bachelor’s degree in Accounting or Finance; CPA strongly preferred.
- Strong interpersonal skills, with a commitment to developing talent and fostering team success.
- Licensed CPA preferred
Skills Required
- Minimum 5 - 7 years of experience in Audit, Finance, or Transaction Advisory Services
- At least 3+ years in a financial due diligence or M&A-focused role
- Strong technical knowledge of US GAAP and financial reporting
- Advanced proficiency in Excel and PowerPoint
- Bachelor's degree in Accounting or Finance
- Licensed CPA preferred
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.








