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Lead analysis, design, implementation, and continuous improvement of process automation across accounting and advisory functions. Serve as Scrum Master, manage backlog, gather requirements into Epics/Stories, perform impact analysis, drive adoption, troubleshoot solutions, and coordinate cross-functional stakeholders to deliver automation and process improvements.

Lead Aprio's paid media, search visibility, analytics, and CRO programs. Apply and champion AI across marketing workflows, manage paid search and budgets, build analytics and dashboards, run A/B tests, coordinate with email and website teams, and coach a small remote team to drive demand generation and revenue.

Lead and grow Aprio's ePMO of ~20 BA and PM professionals, own portfolio governance and operating model, deliver complex cross-functional transformation programs, partner with IT and senior stakeholders, ensure disciplined execution, reporting, risk management, and develop PM/BA leadership.

Lead talent solutions sales and recruiting for Aprio's Tax team: manage a $500k GM client portfolio, sign/deliver new clients, place 20+ contractors/employees, mentor sales/recruiting staff, drive cross-segment referrals, and act as a national subject matter expert to grow the brand.

Manage outsourced accounting for a portfolio of U.S. clients: own monthly/quarterly/annual close, ensure reconciled financial statements, enforce internal controls, supervise GL/AP/AR and billing workflows, train and coach staff, implement process automation, and provide compliance and advisory support for e-commerce clients.

Perform day-to-day bookkeeping for clients, import and reconcile bank, credit card, and crypto wallet transactions, analyze and code transactions, reconcile on-chain balances, process bills and receipts in fiat and crypto via third-party apps, post payroll and month-end adjusting entries, prepare financial reports, and maintain compliance with digital asset accounting standards.

The Senior Accounting Manager will lead financial assessments, enhance accounting processes, mentor staff, and collaborate with clients to improve financial reporting and compliance in the technology sector.

Process new hires and time records, manage federal and state W-4s, I-9/E-Verify, E-Consent, and basic ACA reporting. Provide client support via email/chat, maintain payroll and onboarding records in UKG and related systems, and meet payroll turnaround requirements. Support continuous improvement and perform additional payroll/onboarding duties during peak periods.

The IAS Manager leads client engagements in SOC audits, manages staff, develops talent, and helps grow the IAS practice while ensuring high-quality delivery.

Lead global L&D strategy and execution across multiple geographies; design and deliver leadership, technical, and professional development programs; partner with business leaders; oversee L&D teams in the Philippines, Colombia, and India; implement blended and AI-augmented learning; manage learning operations, governance, vendor relationships, and program effectiveness metrics.