Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 22 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.
We are seeking a Senior Associate for our Treasury Services team. The ideal candidate will be responsible for supporting the Treasury Services team with payroll calculations and reconciliations, data analysis, partner onboarding, equity management, cash and debt management and other responsibilities. This role requires a desire to support Aprio team (including partners) by providing excellent data and service.
Position Responsibilities Internal partner onboarding/offboarding – maintain list of partners in internal Finance systems, update systems with additions or terminations Track details of partner contracts Calculate monthly and quarterly payment amounts Assist with partner umbrella insurance policy management Prepare monthly reconciliations of all equity accounts Assist with the management of the firm’s cap table Tracking partner performance metrics Review, update and track cash forecast Maintain debt schedules and analysis Assist with M&A performance tracking Ad hoc requests from the Manager, Partner Services and Director, Treasury Qualifications: Bachelor’s degree in accounting, finance, or related field A minimum of 2 years of accounting and/or payroll experience Advanced proficiency in Microsoft Excel Excellent communication and leadership skills Critical thinking skills to analyze data, find patterns and draw conclusions Self-motivated and curious in nature Maintain confidentiality of all data and information Ability to work effectively in a fast-paced, dynamic environment and prioritize competing demands Organized and detail-oriented Results oriented with a process improvement & growth mindset Collaborative and works closely as a team player Strong financial management background and success working with a highly competent and innovative executive team. 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.