Senior Associate, Internal Transaction Advisory

The Senior Associate, Internal Transaction Advisory at Aprio is responsible for analyzing financial data from sellers, interpreting financial operating results, and highlighting trends in business profitability and working capital. You'll also participate in meetings with leadership and develop customized transaction advisory reports, ensuring to address significant transaction considerations effectively.

To qualify for the Senior Associate position at Aprio, candidates typically need a BA/BS degree in Accounting or Finance and preferably an active CPA license. Additionally, having 2-3 years of experience in a national accounting firm's Transaction Advisory group, strong technical accounting skills, and the ability to communicate effectively with executives is essential.

Aprio is committed to professional growth by providing continuous learning opportunities and a supportive environment for Senior Associates in the Internal Transaction Advisory team. This includes comprehensive training programs, mentorship, tuition assistance, and pathways to advance into management or leadership roles, ensuring every team member can grow their career.

Aprio offers an extensive benefits package for Senior Associates, including medical, dental, and vision insurance, a flexible spending account, a 401k with profit sharing, generous paid time off, and a tuition assistance program to support further education. There are also incentives based on performance and sales origination.

At Aprio, the work culture for Senior Associates in the Internal Transaction Advisory team is defined by a commitment to collaboration, camaraderie, and community engagement. Emphasizing the 'Aprio Way,' the culture promotes meaningful relationships among team members and a shared focus on delivering exceptional client experiences.

When analyzing financial data, I focus on identifying key trends and variances that reflect the seller's operational efficiency. I methodically review historical financial statements, look for anomalies, and evaluate overall profitability and working capital. I also seek to understand the broader industry context to assess potential risks associated with the transaction.

In my previous role, I worked extensively with transaction advisory services, where I assisted in due diligence processes for mergers and acquisitions. I was involved in compiling financial statements, conducting market analysis, and developing quality of earnings reports, ensuring that we addressed all critical aspects of our clients' financial health during transactions.

I prioritize assignments by evaluating deadlines and the complexity of each task. I create a structured timetable, allowing me to allocate sufficient time for each project, while also remaining flexible to adjust as needed. Effective communication with team members is key to ensuring everyone stays aligned and deadlines are met.

In my last position, I was tasked with presenting financial findings to a group of stakeholders who weren't familiar with technical accounting terms. I simplified the information using visual aids and analogies that related to their day-to-day experiences. Feedback indicated that making the data accessible helped in driving informed discussions and decisions.

Key factors include understanding the seller’s financial position, market conditions, and transaction risks. Additionally, it's vital to assess the alignment of the acquisition with the buying firm’s strategic goals. I also believe maintaining open communication with all stakeholders involved ensures clarity and transparency throughout the advisory process.

To handle tight deadlines, I focus on effective time management and prioritizing tasks that deliver the highest value first. I ensure that I have a firm understanding of expectations upfront and divide larger tasks into manageable steps to maintain quality while working efficiently.

In a previous team project, differing opinions on financial projections led to tension. I facilitated an open discussion where each team member could express their views. By focusing on the data and common goals, we collaboratively arrived at a consensus, which not only resolved the conflict but also improved our report's quality.

I am motivated by the fast-paced and dynamic nature of transaction advisory work. The opportunity to help businesses navigate significant decisions and impact their growth trajectories is exciting. I thrive in environments where I can apply my analytical skills and contribute to meaningful outcomes for clients.

Aprio stands out due to its commitment to innovation and its people-first culture. The emphasis on continuous learning, collaboration across departments, and a proactive approach to client engagement are elements that resonate deeply with my values and are essential in today’s evolving business landscape.

I stay updated with changes in US GAAP by subscribing to professional journals, attending relevant seminars, and participating in training sessions. Continuous engagement with peer networks and the accounting community also helps in sharing insights and best practices that keep my knowledge current.