Aprio · 5 days ago
FP&A Manager, Go-To-Market Strategy
Aprio is a nationally ranked CPA and advisory firm that focuses on innovative strategies for fast-growing industries. The FP&A Manager will partner with Sales and Marketing to translate strategy into measurable financial outcomes, supporting planning, forecasting, performance analysis, and ROI measurement for sales and marketing investments.
AccountingFinancial Services
Responsibilities
Support budgeting, quarterly/annual forecasting, and monthly variance analysis for Sales & Marketing
Maintain financial models that link marketing and sales investments to revenue and margin (LTV, CAC, ROAS)
Help build attribution reporting and evaluate channel performance (paid, organic, events, email, partnerships)
Work with Sales and Marketing to integrate CRM and marketing automation data (HubSpot) into financial models and dashboards
Deliver actionable insights and recommendations to marketing and sales partners to optimize spend
Develop and maintain KPI dashboards and reports for business partners and leadership
Conduct ROI analyses for campaigns and initiatives; run scenario and sensitivity analyses
Contribute to business cases for new programs, headcount, channel tests, and product launches
Collaborate with FP&A team members to improve processes and automate reporting
Qualification
Required
4+ of FP&A, finance, or analytics experience, ideally from a larger organization or high-growth company
Experience supporting Marketing and/or Sales functions and measuring marketing performance
Familiarity with CRM and marketing automation systems (HubSpot preferred)
Working knowledge of marketing metrics: LTV, CAC, ROAS, conversion rates, attribution basics
Strong financial modeling and analytical skills; proficiency with Excel; SQL experience preferred
Experience with financial forecasting and BI/visualization tools (Workday, Adaptive Insights, Power BI, etc.)
Clear communication and collaboration skills — able to present analysis to non-finance partners
Bachelor's degree in Finance, Accounting, Economics, Data Science, or related field
Preferred
Background in large, fast-moving B2B/B2C environments
Familiarity with multi-touch attribution, incrementality testing, or cohort analysis
Experience automating data pipelines between CRM/martech and finance systems
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.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Charlesbank Capital Partners
2024-07-11Private Equity
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