Job Description
Work with a Top 20 CPA and advisory firm that Accounts for Anything.
Key Responsibilities
- Prepare monthly reporting — compile Growth budget actuals and spend visibility reports on a set cadence.
- Support forecasting — gather inputs for budget forecasting and maintain the Growth budget tracker.
- Review expense allocations — check coding, process corrections, and reconcile cost center coding, flagging discrepancies for review.
- Reconcile travel — review travel expenses and prepare weekly travel reports for the finance and accounts payable teams.
- Coordinate the reporting calendar — keep the monthly reporting calendar on track and prepare materials for budget meetings with regional and Industry Growth Leaders (IGLs).
- Approve and process in Workday — approve travel expenses, submit requisitions for purchases and for invoices over $1,000, and process invoices under $1,000.
- Coordinate vendor onboarding — collect W-9s, gather vendor contact details, and set up suppliers with Accounts Payable.
- Manage corporate cards — issue and manage Divvy cards, and collect and reconcile receipts against transactions.
- Guide requisition processing — support expense coding and help team members move requisitions through Workday correctly.
- Events and Special Programs — assist with planning and logistics for key team & client events and programs, in office or virtual, working with vendors on catering, venue selection, and related details.
- Project Coordination – assist with special projects and multi-channel programs (e.g. Aprio Alumni Program, Anniversary Celebrations, Specialty Programs & Events, etc.)
- Welcome New Hires — send email communications, make introductions to relevant team members.
- T raining & Integration Communication – share orientation and required training information with incoming team members (e.g. Hubpot, ClickUp, Trello, Brandfolder, Co-Pilot, etc.)
- Spot automation opportunities — identify routine, repeatable tasks that are good candidates for automation.
- Build AI-enabled workflows — partner with the team to design and test AI-enabled and automated workflows that help improve accuracy and reduce manual effort across business operations.
- Document as you go — capture and standardize processes so they can be handed off and, over time, automated.
Requirements
- 4+ years of experience in business operations, finance operations, procurement, accounts payable, or a related coordination role.
- Hands-on experience with Workday, or a comparable enterprise resource planning (ERP) or procurement system.
- Strong attention to detail and comfort working with budgets, expense coding, and reconciliations.
- Clear, organized communication and the ability to coordinate across finance, accounts payable, and Growth team members.
- Proficiency with Excel and a genuine interest in using AI and automation to improve everyday work.
- Experience supporting a marketing, sales, or go-to-market team.
- Familiarity with Divvy, or a comparable corporate card and spend-management platform.
- Exposure to process improvement, workflow automation, or AI-enabled tools.
- Bachelor's degree in business, finance, accounting, or a related field, or equivalent experience.
Ready to Apply?
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