Senior Manager overseeing Finance support for M&A lifecycle, integrating processes in Aprio’s Internal Finance organization. Managing complex transactions and partnerships for a progressive CPA firm.
Responsibilities
Act as the primary Finance point of contact for acquired firms, owning onboarding and integration of finance processes, policies, and procedures.
Participate in financial due diligence reviews, closing calls, and post-close follow-ups to ensure alignment on assumptions, identified risks, and integration requirements.
Maintain comprehensive deal overview documentation, including transaction structure, key financial terms, earn-out provisions, working capital targets, and post-close financial obligations.
Lead and coordinate all finance-related integration workstreams, including accounting operations integration, AP integration, data integration, earn-out tracking and monitoring, and contractual financial obligations/rights tracking.
Drive M&A finance integration meetings with clear ownership, timelines, and resolution of open items.
Provide hands-on education, guidance, and ongoing support to acquired firm leadership and finance teams throughout the integration lifecycle.
Support merged firm roadshows as a finance representative, communicating financial processes, expectations, and reporting requirements.
Build strong relationships with acquired firm leadership, internal finance teams, Aprio leadership, and cross-functional partners.
Serve as a trusted advisor on M&A-related finance and integration matters.
Regular travel is an expectation for this role.
Requirements
Proven ability to manage multiple complex workstreams and stakeholders in a deal-driven environment.
Excellent communication, organization, and project management skills.
Ability to bridge reporting requirements with operational execution.
Comfort operating in ambiguity and building scalable, repeatable processes.
Strong ownership mindset with attention to detail and follow-through.
Demonstrates enterprise-wide thinking and effective prioritization across multiple concurrent transactions.
Influences outcomes through expertise and collaboration rather than formal authority.
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
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