Job Description
Work with a Top 20 CPA and advisory firm that Accounts for Anything.
Key Responsibilities
- Own financial integration workstreams for newly acquired businesses, including onboarding into Aprio’s FP&A cadence.
- Support postmerger forecasting, budgeting, and long-range planning for acquired businesses.
- Maintain and update postclose financial models, including performance vs. deal assumptions.
- Prepare and maintain recurring postclose reporting for acquired entities, including revenue, expenses, headcount, and profitability.
- Support leadership with timely, accurate financial insights during active integration periods.
- Support consolidated forecasts and reporting that incorporate both legacy and newly acquired entities.
- Perform variance analysis versus budget, forecast, and deal models, with a focus on actionable insights.
- Prepare standardized reporting packages for FP&A leadership, executive management, and shareholders.
- Ensure consistency of assumptions, methodologies, and reporting standards across the platform.
- Act as a reliable execution partner to FP&A leadership during peak reporting and planning cycles.
- Support strategic finance initiatives related to growth, profitability, and operational performance.
- Build and maintain Excelbased financial models to support leadership decisionmaking, including scenario and sensitivity analysis.
- Assist with financial analysis for capital allocation, investment tradeoffs, and resource planning.
- Prepare analytical materials and presentation support for senior leadership, including CEO/CFO-level discussions.
- Contribute to ad hoc analysis tied to M&A activity, financing considerations, and firm-wide strategic initiatives.
- Support process improvement initiatives related to M&A integration, FP&A workflows, and reporting cadence.
- Help document integration playbooks, reporting templates, and analytical frameworks to improve scalability.
- Partner with FP&A leadership to improve data quality, accuracy, and timeliness across acquired entities.
- Identify opportunities to streamline reporting and reduce manual effort as the platform grows.
- Execute ad hoc financial analysis and special projects in support of FP&A leadership, Corporate Development, and senior management.
- Support preparation of materials for leadership reviews, board discussions, and sponsor-facing updates.
- Serve as a trusted analytical resource in highvisibility, timesensitive situations.
- Acquired businesses are integrated into FP&A processes efficiently, accurately, and on time.
- Leadership has clear, reliable visibility into postclose performance versus expectations.
- Forecasting and reporting for acquired entities improves in accuracy and consistency.
- The analyst becomes a goto execution partner across FP&A, Accounting, and Corporate Development.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 2–4 years of experience in investment banking, private equity, transaction services advisory, FP&A, or a related analytical role.
- Strong financial modeling and analytical skills with comfort working in complex, Excel-heavy models.
- Experience in PE-backed, high-growth, or M&A active environments strongly preferred.
- Proficiency in Excel and PowerPoint; experience with FP&A or reporting tools (e.g., Workday, Adaptive) is a plus but not required.
- Strong attention to detail and ability to manage multiple workstreams under tight deadlines.
- Clear communicator with the ability to work effectively across Finance, Accounting, and senior leadership.
- Proactive, self-directed, and comfortable operating in ambiguous, fastmoving environments.
Ready to Apply?
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