Transaction Advisory Services

Mid Tier CPA Client is currently looking to fill multiple positions in the Transaction Advisory Services Group.

Current openings are at the Manager/Senior Manager and Director levels.

• 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