Manager, Assurance M&A Operations
About The Position
Aprio is a Top 20 CPA and advisory firm with 40 U.S. office locations, international offices, and over 3,200 team members speaking 60+ languages. The firm provides expertise, understanding, and strategic foresight for fast-growing industries, ensuring clients are prepared for future challenges. Aprio offers a top-rated culture and significant growth opportunities. Joining Aprio's Corporate M&A team, this role helps clients maximize opportunities. Aprio Advisory Group, LLC is seeking a Manager, Assurance M&A Operations to serve as a key resource and advocate for the department’s core systems, processes, and best practices. This individual will drive user adoption of assurance technologies, lead process documentation and training initiatives, and partner cross-functionally to enhance operational efficiency. The role is critical for standardizing processes, improving workflows, and ensuring the Assurance team operates at scale.
Requirements
- Bachelor’s degree in Accounting or a related field
- 3+ years of experience in audit or assurance
- Experience with assurance technologies such as DataSnipper, CCH Workflow, ProSystem fx Engagement, Laurel, and CaseWare
- Strong communication and collaboration skills, with the ability to influence across teams
- Analytical mindset with strong problem-solving capabilities
- Ability to manage multiple priorities in a fast-paced, evolving environment
Responsibilities
- Serve as the subject matter expert for assurance software (e.g., DataSnipper, CCH Workflow, ProSystem fx Engagement, Laurel, CaseWare)
- Act as the primary point of contact for user support, troubleshooting, and best practices
- Promote adoption and effective utilization of tools across the Assurance team
- Develop, maintain, and enhance process documentation within the Assurance SharePoint site
- Provide ongoing communication to the team, including weekly tips, updates, and best practices to drive continuous learning
- Review and manage updates to PPC templates and engagement letters, ensuring consistency and compliance
- Partner with Learning & Development to design and deliver training for new hires and existing team members
- Support ongoing education initiatives to enhance technical proficiency and process knowledge
- Maintain and update Assurance department policies to reflect current standards, regulatory requirements, and internal practices
- Identify opportunities to improve workflows, enhance efficiency, and drive consistency across Assurance Operations
- Lead and support initiatives focused on process optimization and standardization
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
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Number of Employees
501-1,000 employees
