Transaction Advisory Services Director
New York, NY / Fort Lauderdale, FL / Chicago, IL / San Francisco, CA
Advisory – Finance Advisory /
Full Time /
Hybrid
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Transaction Advisory Services team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Director to join their dynamic team.
Aprio’s Transaction Advisory Services group has the prime opportunity to have a positive impact on our client – both strategics (private and public) and private equity investor groups operating in a variety of industries, including manufacturing, distribution, technology, retail restaurant and hospitality, healthcare, government contracting, construction and business services.
This is an opportunity to be a market leader for Aprio’s Transaction Advisory Services in markets that Aprio may or may not have current presence. This is a growth opportunity that will consider practice growth, client prospecting, marketing, and execution of client transaction advisory work while selling the comprehensive services of Aprio.
With our specialized knowledge, we dive into clients’ buy-side and sell-side transactions and reemerge with important information that clients consider in connection with their decision to execute mergers, acquisitions, and divestiture transactions.
Position Responsibilities:
- 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
Qualifications:
- Big Four or similar consulting background
- Approximately 8 to 10 years of related financial due diligence/advisory work experience
- Understanding and applying Excel, PowerPoint and Word skills
- Demonstrating poise working with private equity and corporate executives
- Working effectively and personably with a diverse group
- At least seven plus years of recent experience in Audit, Finance or Transaction Advisory (preferred)
- Displaying adequate knowledge of GAAP
- 4-year bachelor’s degree in accounting or finance
- Licensed CPA a plus
$200,000 - $315,000 a year
The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
- 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
What’s in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
