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.
Requirements
Minimum 7+ years of experience in Audit, Finance, or Transaction Advisory Services
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%
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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