Aprio · 1 week ago
Transaction Advisory Services Director
Washington, D.C.
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expAprio is a nationally ranked CPA and advisory firm that is passionate about innovation and growth. They are seeking a Director for their Transaction Advisory Services team to help clients maximize their opportunities through financial due diligence and strategic advisory services.
AccountingFinancial Services
Responsibilities
Plan, execute, direct and complete multiple financial/accounting due diligence for private equity and strategic buyers and sellers from a variety of industries, including manufacturing and distribution, technology, retail and hospitality and business services
Develop relationships with clients and engage in effective interactions with target company executives
Compiling and analyzing historical financial data/financial statements provided by buyer and/or seller as well as conducting interviews with buyer or seller
Commenting on client sellers and client targets’ financial operating results and financial position
Supervise and develop skill sets of managers, seniors and associates and provide performance review feedback
Leads, teams and assists Partners on proposals and new business opportunities by drafting responses, participating in the proposal process, building client relationships, demonstrating knowledge of client business and communicating directly with the buyer and seller
Manage client expectations concerning project deliverables and deadlines and lead change efforts effectively
Develop and maintain strong client relationships and cross-sell services
Communicate (verbally and in writing) externally with clients and internally with all levels of the organization to successfully accomplish objectives portraying knowledge and confidence
Strong current knowledge in US GAAP, GAAS, transaction advisory services or mergers and acquisitions
Strong leadership, training, and mentoring skills
Continuously fostering relationships with coworkers (through all services lines 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
Keeps up to date with the Transaction and Advisory Services Industry, and Private Equity groups (PEG), following the industry's advancements
Experience with developing and supervising staff both on engagements and in their career
Demonstrates a high degree of the Aprio Fundementals and a desire to be held to the highest of ethical and quality standards. Will admit mistakes and involve others in situations requiring significant judgment or posing significant risk to the firm or its client(s)
Traveling approximately up to 20% of the time while upholding Aprio’s values and reputation
Qualification
Required
Big Four or similar consulting background
Approximately 8 to 10 years of related financial due diligence/advisory work experience
Understanding and applying Excel, PowerPoint and Word skills
Demonstrating poise working with private equity and corporate executives
Working effectively and personably with a diverse group
Displaying adequate knowledge of GAAP
4-year bachelor's degree in accounting or finance
Preferred
At least seven plus years of recent experience in Audit, Finance or Transaction Advisory
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
Company
Aprio
Aprio is a premier business advisory and certified public accounting firm that advises clients and associates on how to achieve what’s next.
1001-5000 employees
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 StageTotal Funding
unknownKey Investors
Charlesbank Capital Partners
2024-07-11Private Equity
Leadership Team
Richard Kopelman
Chief Executive Officer
Carolyn O'Boyle
Chief People Officer
Recent News
2025-11-10
Company data provided by crunchbase