Transaction Advisory Services Director

Summary

Join Aprio's Transaction Advisory Services team as a Director and help clients maximize their opportunities. You will plan, execute, and direct multiple financial due diligence projects for private equity and strategic buyers and sellers. Develop and maintain strong client relationships, cross-sell services, and supervise and develop the skills of team members. Lead proposal efforts and new business opportunities, manage client expectations, and communicate effectively with clients and internal teams. This role requires strong leadership, training, and mentoring skills, along with a deep understanding of US GAAP, GAAS, and transaction advisory services. The position involves approximately 20% travel.

Requirements

• Strong current knowledge in US GAAP, GAAS, transaction advisory services or mergers and acquisitions
• Strong leadership, training, and mentoring skills
• Continuously fostering relationships with coworkers (through all services lines 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
• Keeps up to date with the Transaction and Advisory Services Industry, and Private Equity groups (PEG), following the industry's advancements
• Experience with developing and supervising staff both on engagements and in their career
• Demonstrates a high degree of the Aprio Fundementals and a desire to be held to the highest of ethical and quality standards. Will admit mistakes and involve others in situations requiring significant judgment or posing significant risk to the firm or its client(s)
• Traveling approximately up to 20% of the time while upholding Aprio’s values and reputation
• Big Four or similar consulting background
• Approximately 8 to 10 years of related financial due diligence/advisory work experience
• Understanding and applying Excel, PowerPoint and Word skills
• Demonstrating poise working with private equity and corporate executives
• Working effectively and personably with a diverse group
• Displaying adequate knowledge of GAAP
• 4-year bachelor’s degree in accounting or finance

Responsibilities

• Plan, execute, direct and complete multiple financial/accounting due diligence for private equity and strategic buyers and sellers from a variety of industries, including manufacturing and distribution, technology, retail and hospitality and business services
• Develop relationships with clients and engage in effective interactions with target company executives
• Compiling and analyzing historical financial data/financial statements provided by buyer and/or seller as well as conducting interviews with buyer or seller
• Commenting on client sellers and client targets’ financial operating results and financial position
• Supervise and develop skill sets of managers, seniors and associates and provide performance review feedback
• Leads, teams and assists Partners  on proposals and new business opportunities by drafting responses, participating in the proposal process, building client relationships, demonstrating knowledge of client business and communicating directly with the buyer and seller
• Manage client expectations concerning project deliverables and deadlines and lead change efforts effectively
• Develop and maintain strong client relationships and cross-sell services
• Communicate (verbally and in writing) externally with clients and internally with all levels of the organization to successfully accomplish objectives portraying knowledge and confidence

Preferred Qualifications

• At least seven plus years of recent experience in Audit, Finance or Transaction Advisory (preferred)
• Licensed CPA 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