Director, Internal Transaction Advisory

Aprio•Charlotte, NC

2d•Hybrid

About The Position

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 Corporate Development Team and you will help the business continue to grow through mergers and acquisitions. Aprio is a progressive, fast-growing firm looking for a Director, Internal Transaction Advisory to join their dynamic team. Aprio has completed over 35 mergers or acquisitions in the last 6 years, as the Company strives to become a top national accounting & advisory business. After the new partnership with Charlesbank Capital Partners, the Company intends to continue and accelerate their strategy of integrating top accounting and advisory businesses onto their platform. Director will lead the Internal Transaction Advisory Services practice operating within Aprio's Corporate Development and M&A team.

Requirements

CPA and knowledge of U.S. Generally Accepted Accounting Principles (GAAP).
Master’s degree in accounting (with an accounting undergraduate degree).
A minimum of 7 years of experience in the transaction advisory services practice.
Team player with exceptional communication skills.
Advanced MS Excel skills and strong working knowledge of other MS Office applications.
Self-motivated, entrepreneurial, and demonstrated ability to succeed in a fast-paced work environment.
Ability to manage deadlines, work on multiple assignments and triage incoming engagement as necessary.
Must be able to travel based on business needs.

Responsibilities

Must be willing to do the work, build /refine templates, and institute repeatable processes to allow the Company to efficiently diligence M&A targets at scale.
Oversee a small team of exceptional individuals that can work well under pressure and tight timelines.
Provide technical financial and accounting due diligence services on the Company’s acquisition targets.
Efficiently perform complex analyses, including analysis of cash flows, quality of earnings, operating and profitability trends, working capital and identification of potential liabilities and risks.
Review financial-related aspects of purchase agreements alongside internal and external legal counsel to ensure key financial due diligence findings are appropriately represented.
Work cross-functionally with key internal stakeholders and workstreams as it relates to financial impacts of diligence findings, including Integration, HR, Operations, IT, and others.
Serve as liaison between Corporate Development and Finance team as it relates to acquired firm financials and historical performance.
Actively manage multiple engagements at a time.

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