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Aprio PH - Senior Associate, Transaction Advisory Services

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 Senior Associate, Transaction Advisory Services to join their dynamic team. 


Possible Responsibilities:
  • 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. 
  • With our specialized knowledge, we dive into clients’ buy side and sell side transactions and reemerge with important information which clients consider in connection with their decision to execute mergers, acquisition and divestiture transactions.  
  • As a Senior Associate in Aprio’s Transaction Advisory Services group a typical day might include: 
  • Compiling and analyzing historical financial data/financial statements provided by buyer and/or seller 
  • Commenting on client sellers and client targets’ financial operating results and financial position by highlighting significant business profitability trends and overly aggressive accounting policies 
  • Understanding customer and vendor trends and other key transaction risk considerations 
  • Proactively participating in meetings with Aprio client service team and  management of client   
  • Analyzing the cash flow impact of capital expenditures and working capital trends and changes 
  • Creating and designing tailored transaction advisory reports addressing significant transaction consideration matters and issues 
  • Continuously fostering relationships with coworkers (through all services lines and industry groups 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 
  • Traveling approximately up to 15% of the time while upholding Aprio’s values and reputation 


Qualifications:
  • Bachelor’s degree in accounting or finance 
  • Licensed CPA is a plus 
  • Understanding and applying Excel, PowerPoint and Word skills 
  • Demonstrating poise working with private equity and corporate executives 
  • Positive attitude, strong work ethic and excellent interpersonal and relationship building skills 
  • Working effectively and personably with a diverse group  
  • Strong written and verbal communication and presentation skills 
  • 2 – 3-year experience in Audit, Finance or Transaction Advisory Services 
  • Displaying adequate knowledge of US GAAP 


Perks/Benefits we offer for full-time team members:

- Wellness program

- HMO coverage

- Rewards and Recognition program

- Free shuttle service (provided by CDC | for onsite employees)

- Free lunch meal (For onsite employees)

- On-demand learning classes

- Discretionary time off and Holidays

- Performance-based salary increase

- Discretionary incentive compensation based on client or individual performance

- Hybrid set up to selected roles/location, terms and conditions may apply

- CPA & Certification Assistance and Bonus Program

 

 

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.

- A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture.

- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.

- Competitive compensation: You will be rewarded with competitive compensation.

 

 

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.

Average salary estimate

$70000 / YEARLY (est.)
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$60000K
$80000K

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What You Should Know About Aprio PH - Senior Associate, Transaction Advisory Services, Aprio

At Aprio, we're passionately driving what's next, and we're excited to welcome a Senior Associate to our Transaction Advisory Services team located in Clark, Pampanga. When you step into this role, you will be part of a nationally ranked CPA and advisory firm that prides itself on its incredible team of over 2,100 talented individuals spanning 30 U.S. offices and our growing location in the Philippines. In this role, you will have the unique opportunity to help our clients maximize their potential, whether they are strategics or private equity investor groups operating across diverse industries such as technology, healthcare, manufacturing, and more. You'll be diving deep into the nuances of buy-side and sell-side transactions, evaluating historical financial data, and offering insights on client financial performance while addressing key transaction risks. Your days will be packed with exciting challenges, from crafting tailored reports to collaborating with a diverse group of professionals across all levels. We believe in creating a supportive work environment that fosters teamwork, personal growth, and a commitment to giving back. Joining Aprio means being part of a culture that truly values your contributions while providing numerous perks, benefits, and the chance for continuous professional advancement. If you're ready to take your career to new heights, we can't wait for you to apply your expertise and positive attitude with us at Aprio!

Frequently Asked Questions (FAQs) for Aprio PH - Senior Associate, Transaction Advisory Services Role at Aprio
What are the responsibilities of a Senior Associate, Transaction Advisory Services at Aprio?

As a Senior Associate in Transaction Advisory Services at Aprio, your role encompasses a variety of critical responsibilities. You will analyze financial data, assess transaction risks, and provide insights to clients involved in mergers and acquisitions. You'll compile historical financial statements while communicating key profitability trends and significant operating results to help clients make informed decisions. Participation in client meetings, collaboration with team members across different services lines, and crafting tailored advisory reports will be central to your daily tasks.

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What qualifications do I need to become a Senior Associate in Transaction Advisory Services at Aprio?

To qualify for the Senior Associate position in Transaction Advisory Services at Aprio, candidates typically require a bachelor's degree in accounting or finance, with a CPA license being a significant plus. Candidates should possess 2 to 3 years of experience in audit, finance, or transaction advisory services. Proficiency in Excel, PowerPoint, and Word, alongside strong interpersonal skills and effective communication abilities, are also crucial for success in this role.

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How does Aprio support professional development for Senior Associates?

At Aprio, we are dedicated to the continuous development of our team members, especially for those in roles like Senior Associate, Transaction Advisory Services. We offer a range of on-demand learning classes that encourage skill improvement and career growth. Additionally, our rewards and recognition program acknowledges your hard work and contributions while presenting opportunities for performance-based salary increases and discretionary incentive compensation, ensuring you are supported as you advance your career.

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What types of industries will I work with as a Senior Associate, Transaction Advisory Services at Aprio?

In your role as a Senior Associate in Transaction Advisory Services at Aprio, you will work with a diverse range of industries, including but not limited to technology, healthcare, manufacturing, construction, and business services. This variety presents a unique opportunity to evaluate transactions across different sectors, allowing you to apply your analytical skills and transaction expertise in various contexts.

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What is the work culture like at Aprio for Senior Associates?

The work culture at Aprio is dynamic, collaborative, and supportive. As a Senior Associate in Transaction Advisory Services, you'll find yourself surrounded by caring, passionate professionals who are committed to teamwork and innovation. We highly value camaraderie and promote a work environment that encourages relationship building, mentorship, and a community spirit, which makes navigating challenges together rewarding and enjoyable.

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Common Interview Questions for Aprio PH - Senior Associate, Transaction Advisory Services
Can you describe your experience with financial analysis in transaction advisory?

When answering this question, highlight your relevant experiences in analyzing financial statements and understanding transaction dynamics. Discuss specific projects you've worked on, insights you've gleaned, and any tools or methodologies you employed to enhance your analyses.

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How do you keep up with changes in financial regulations and accounting standards?

Emphasize your proactive approach to professional development, such as attending seminars, subscribing to finance-related publications, and engaging with industry groups. Share examples of how you’ve applied new knowledge to ensure compliance in previous roles.

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What strategies do you use to effectively communicate financial information to clients?

In your response, mention your approach to simplifying complex financial data into easily understandable language. Illustrate this with examples of how you've tailored your presentations or reports for diverse audiences, helping them make informed decisions.

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Can you give an example of a challenging transaction you've worked on?

Share a specific example where you faced challenges, highlighting the steps you took to address issues and ensure a successful outcome. Discuss the impact your work had on the transaction and what you learned from the experience.

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How do you prioritize and manage your workload during peak times?

Discuss your organizational strategies and tools you use for time management. Highlight specific instances when you successfully handled multiple projects by prioritizing tasks while maintaining quality deliverables.

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What do you think are the key skills needed for a Senior Associate in Transaction Advisory Services?

List key skills such as strong analytical abilities, excellent communication, relationship management, and a solid understanding of financial regulations. Illustrate this by explaining how you’ve demonstrated these skills in your previous roles.

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Describe a time you worked collaboratively with a team to achieve a goal.

Provide a concrete example of teamwork, detailing your role, contributions, and the overall success of the project. Emphasize your ability to work well with diverse teams and how you foster collaboration to meet objectives.

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What interests you the most about working at Aprio?

Reflect on Aprio’s company values and culture. Convey your enthusiasm for joining a team that values camaraderie, growth, and client success, and explain how your values align with those of Aprio.

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How would you handle a disagreement with a colleague or client?

Discuss the importance of open communication and finding common ground. Share an example where you navigated a disagreement constructively, showcasing your interpersonal skills and commitment to collaborative solutions.

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What is your approach to client relationship management?

Explain your strategy for building and maintaining client relationships, focusing on trust, regular communication, and understanding client needs. Highlight past experiences that show your ability to build long-lasting, meaningful relationships.

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Aprio’s mission is to invest in our clients’ success by investing in our own. Through this mission, we are growing a premier firm where individual differences are celebrated and prosperous associates serve prosperous clients nationally and global...

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Full-time, hybrid
DATE POSTED
March 25, 2025

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