Senior Associate

Summary

Join Aprio's Transactional Advisory Services team as a Senior Associate and help clients maximize their opportunities. You will compile and analyze financial data, comment on financial results, understand customer and vendor trends, participate in client meetings, analyze cash flow, create transaction advisory reports, and foster relationships with coworkers and clients. The position requires a Bachelor's degree in accounting or finance, 2-3 years of experience in a relevant field, and strong analytical, communication, and interpersonal skills. A CPA license is a plus. Aprio offers a competitive salary, excellent benefits, and a flexible work environment. The firm values collaboration, community involvement, and professional growth.

Requirements

• Bachelor’s degree in accounting or finance
• 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

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

Preferred Qualifications

Licensed CPA is a plus

Benefits

• 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