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Senior FP&A Analyst, Corporate Strategy at Aprio | JobVerse
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Senior FP&A Analyst, Corporate Strategy
Aprio
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Senior FP&A Analyst, Corporate Strategy
New York City, New York, United States of America
Full Time
2 weeks ago
$115,000 - $150,000 USD
Visa Sponsor
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Key skills
Workday
Leadership
Budgeting
Resource Planning
Sales
About this role
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
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