Transaction Services Advisory Senior Manager

Summary

Join Aprio's Transaction Advisory Services (TAS) team as a Senior Manager and lead financial due diligence engagements for private equity and strategic clients. Analyze financial statements, assess key metrics, and develop client relationships. Guide and mentor engagement teams, contributing to business development and collaborating across service lines. This role requires 7+ years of experience in audit, finance, or transaction advisory services, including 3+ years in financial due diligence or M&A. A CPA is strongly preferred. Aprio offers competitive compensation, benefits, and a flexible work environment.

Requirements

• Minimum 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
• Willingness to travel up to 10%

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

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