Transaction Advisory Services Senior Associate jobs in United States
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Aprio · 1 month ago

Transaction Advisory Services Senior Associate

Aprio is a nationally ranked CPA and advisory firm committed to innovation and growth. The Senior Associate in Transaction Advisory Services will help clients maximize opportunities by analyzing financial data and providing insights for mergers, acquisitions, and divestitures.

AccountingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Compiling and analyzing historical financial data/financial statements provided by the buyer and/or seller
Commenting on client sellers and client targets’ financial operating results and financial position by highlighting significant business profitability trends and overly aggressive accounting policies
Understanding customer and vendor trends and other key transaction risk considerations
Proactively participating in meetings with Aprio client service team and management of client
Analyzing the cash flow impact of capital expenditures and working capital trends and changes
Creating and designing tailored transaction advisory reports addressing significant transaction consideration matters and issues
Continuously fostering relationships with coworkers (through all services lines and industry groups of Aprio) and clients (both strategics and private equity)
Participating in a work environment that values and promotes camaraderie, collaboration and giving back to the community
Traveling approximately up to 15% of the time while upholding Aprio’s values and reputation

Qualification

Licensed CPAFinancial analysisUS GAAP knowledgeExcel proficiencyPowerPoint proficiencyWord proficiencyInterpersonal skillsCommunication skillsTeam collaborationPositive attitudeWork ethic

Required

Bachelor's degree in accounting or finance
Understanding and applying Excel, PowerPoint and Word skills
Demonstrating poise working with private equity and corporate executives
Positive attitude, strong work ethic and excellent interpersonal and relationship building skills
Working effectively and personably with a diverse group
Strong written and verbal communication and presentation skills
2 – 3-year experience in Audit, Finance or Transaction Advisory Services
Displaying adequate knowledge of US GAAP

Preferred

Licensed CPA is a plus

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

Company

Aprio is a premier business advisory and certified public accounting firm that advises clients and associates on how to achieve what’s next.

H1B Sponsorship

Aprio has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (7)
2022 (7)
2021 (3)
2020 (4)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Charlesbank Capital Partners
2024-07-11Private Equity

Leadership Team

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Richard Kopelman
Chief Executive Officer
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Carolyn O'Boyle
Chief People Officer
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Company data provided by crunchbase