Senior FP&A Analyst, Corporate Strategy

Role Overview

• Own financial integration workstreams for newly acquired businesses, including onboarding into Aprio’s FP&A cadence.
• Support post-merger forecasting, budgeting, and long-range planning for acquired businesses.
• Maintain and update post-close financial models, including performance vs. deal assumptions.
• Prepare and maintain recurring post-close reporting for acquired entities, including revenue, expenses, headcount, and profitability.
• Support leadership with timely, accurate financial insights during active integration periods.
• Support consolidated forecasts and reporting that incorporate both legacy and newly acquired entities.
• Perform variance analysis versus budget, forecast, and deal models, with a focus on actionable insights.
• Prepare standardized reporting packages for FP&A leadership, executive management, and shareholders.
• Ensure consistency of assumptions, methodologies, and reporting standards across the platform.
• Act as a reliable execution partner to FP&A leadership during peak reporting and planning cycles.
• Support strategic finance initiatives related to growth, profitability, and operational performance.
• Build and maintain Excel based financial models to support leadership decision-making, including scenario and sensitivity analysis.
• Assist with financial analysis for capital allocation, investment tradeoffs, and resource planning.
• Prepare analytical materials and presentation support for senior leadership, including CEO/CFO-level discussions.
• Contribute to ad hoc analysis tied to M&A activity, financing considerations, and firm-wide strategic initiatives.
• Support process improvement initiatives related to M&A integration, FP&A workflows, and reporting cadence.
• Help document integration playbooks, reporting templates, and analytical frameworks to improve scalability.
• Partner with FP&A leadership to improve data quality, accuracy, and timeliness across acquired entities.
• Identify opportunities to streamline reporting and reduce manual effort as the platform grows.
• Execute ad hoc financial analysis and special projects in support of FP&A leadership, Corporate Development, and senior management.
• Support preparation of materials for leadership reviews, board discussions, and sponsor-facing updates.
• Serve as a trusted analytical resource in high visibility, time sensitive situations.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 2–4 years of experience in investment banking, private equity, transaction services advisory, FP&A, or a related analytical role.
• Strong financial modeling and analytical skills with comfort working in complex, Excel heavy models.
• Experience in PEbacked, highgrowth, or M&A active environments strongly preferred.
• Proficiency in Excel and PowerPoint; experience with FP&A or reporting tools (e.g., Workday, Adaptive) is a plus but not required.
• Strong attention to detail and ability to manage multiple workstreams under tight deadlines.
• Clear communicator with the ability to work effectively across Finance, Accounting, and senior leadership.
• Proactive, self-directed, and comfortable operating in ambiguous, fastmoving environments.

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