Hybrid Transaction Advisory Services Manager

at Aprio

• Job title: Transaction Advisory Services Manager
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $110,000 - $160,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Washington, D C, United States

About the role

• Join Aprio's Transaction Advisory Services team as a Manager. Leading financial diligence for strategic and private equity clients in a collaborative environment.

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.
• Traveling approximately up to 20% of the time while upholding Aprio’s values and reputation.

Requirements

• Minimum 5 - 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.
• Licensed CPA preferred

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