Transaction Advisory Services Manager
Aprio
full-time
Posted on:
Location Type: Hybrid
Location: Washington, D.C. • Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $110,000 - $160,000 per year
Job Level
Mid-LevelSenior
About the role
- 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.
- Traveling approximately up to 20% of the time while upholding Aprio’s values and reputation.
Requirements
- Minimum 5 - 7 years of experience in Audit, Finance, or Transaction Advisory Services, with 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.
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial due diligencefinancial analysisUS GAAPfinancial reportingM&A transaction processesproject managementworking capital analysisquality of earnings assessmentclient engagement managementbusiness development
Soft skills
interpersonal skillsleadershipmentoringcommunicationrelationship buildingteam successclient interactionfeedback provisioncollaborationtime management
Certifications
Bachelor’s degree in AccountingBachelor’s degree in FinanceCPA