The Senior Associate will analyze financial data, assess transaction risks, create advisory reports, and foster client relationships in the Transaction Advisory Services team.
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 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 Transactional Advisory Services team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Associate to join their dynamic team.
Aprio’s Transaction Advisory Services group has the prime opportunity to have a positive impact on our client – both strategics (private and public) and private equity investor groups operating in a variety of industries, including manufacturing, distribution, technology, retail restaurant and hospitality, healthcare, government contracting, construction and business services.
With our specialized knowledge, we dive into clients’ buy-side and sell-side transactions and reemerge with important information that clients consider in connection with their decision to execute mergers, acquisitions, and divestiture transactions.
Position Responsibilities:
- Compiling and analyzing historical financial data/financial statements provided by the buyer and/or seller.
- Commenting on client sellers and client targets’ financial operating results and financial position by highlighting significant business profitability trends and overly aggressive accounting policies.
- Understanding customer and vendor trends and other key transaction risk considerations.
- Proactively participating in meetings with Aprio client service team and management of client.
- Analyzing the cash flow impact of capital expenditures and working capital trends and changes.
- Creating and designing tailored transaction advisory reports addressing significant transaction consideration matters and issues.
- Continuously fostering relationships with coworkers (through all services lines and industry groups of Aprio) and clients (both strategics and private equity).
- Participating in a work environment that values and promotes camaraderie, collaboration and giving back to the community.
- Traveling approximately up to 15% of the time while upholding Aprio’s values and reputation.
Qualifications:
- Bachelor’s degree in accounting or finance
- Licensed CPA is a plus
- Understanding and applying Excel, PowerPoint and Word skills
- Demonstrating poise working with private equity and corporate executives
- Positive attitude, strong work ethic and excellent interpersonal and relationship building skills
- Working effectively and personably with a diverse group
- Strong written and verbal communication and presentation skills
- 2 – 3-year experience in Audit, Finance or Transaction Advisory Services
- Displaying adequate knowledge of US GAAP
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.
Top Skills
Excel
PowerPoint
Word
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