Senior Manager leading AUP support services for clients at a nationally ranked CPA firm. Focused on structured finance, client engagement, and team development.
Responsibilities
Work closely with teammates on all aspects of the AUP report creation and delivery process and coordinate this work with all internal and external parties involved.
Expert in one or more of our AUP products: tape to file, circle ups, cashflow modeling, and payment date reporting.
Assisting Partners, Principals, and Managing Directors with day-to-day operations of practice.
Assist in training and developing junior members of the team to deliver best in class work product.
Manage any aspect, as needed, of a live deal process including customer communication and timing of deliverables.
Help to develop and improve workflow processes including documentation of procedures and workflows to ensure efficient and accurate deliverables.
Contribute and understand/manage firm risk on projects and proposals.
Communicate (verbally and in writing) externally with clients and internally with all levels of the organization to successfully accomplish firm objectives.
Work with Partners and Principals to educate about Structured Products and cross sell with existing Aprio Clients.
Attend industry conferences and develop the Aprio brand name.
Requirements
Bachelor’s degree required; CPA, MBA or Master’s degree preferred.
10+ years of experience in securitization, structured products, or asset management
Excellent analytical skills and strong attention to detail, financial modeling experience preferred
Ability to interact with people at all levels of an organization
Ability to present complex information in a usable format to a diverse audience
Ability to manage multiple priorities and simultaneous projects in a rapidly growing practice
Ability to meet tight and changing deadlines
Limited travel required, including attending industry conferences as needed
Excellent verbal and written communication skills
Strong technical background including an in-depth understanding of one or more of the following assets classes: ABS, RMBS, esoteric and similar securitized and structured products
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
Job title
Senior Manager, Securitization and Structured Products Services
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