Leading and executing financial assessments and delivering final work products to the client.
Partnering with client and relevant stakeholders to analyze and redesign chart of accounts.
Liaising with client stakeholders and Aprio team members.
Serving as a subject matter expert for complex accounting matters, providing guidance to both clients and Aprio team members.
Identifying and implementing process improvement opportunities across all finance department areas.
Identifying gaps in financial policies and improving policies and procedures tailored to the client’s needs.
Directing and overseeing weekly accounting activities, month
and year-end close, and financial reporting processes.
Leading, mentoring, and developing Aprio team members.
Promoting a culture of collaboration, accountability, and continuous improvement.
Collaborating with internal and external partners supporting client needs, including auditors, tax advisors, and other advisors.
Supporting business development initiatives through relationship building, participation in networking events, identifying sales opportunities within existing and prospective clients, and collaborating with firm leadership to drive growth in the Technology CAS practice.
Requirements
10+ years of accounting experience, including demonstrated experience with GAAP for technology companies.
Bachelor's degree in accounting or equivalent.
CPA or equivalent professional credential preferred.
Experience with QuickBooks Online, Xero, NetSuite, and Ramp preferred.
Ability to autonomously plan, lead, and manage client engagements, and monitor staff deliverables relative to the engagement scope of work.
Ability to autonomously plan, lead, and own multiple client deadlines and prioritize workloads for both client and Aprio team members.
Exceptional verbal and written communication skills with the ability to build trust and confidence with professionals at all levels, both within the client organization and Aprio.
Demonstrated knowledge and experience with various types of systems and related integrations including accounting, financial reporting, budgeting, customer relationship management, development, and enterprise resource planning.
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