Offer summary

Qualifications:

Bachelor's degree in Business, Finance, Information Systems, or related field., 2+ years of experience in a reporting, business operations, or data management role., Hands-on experience using HubSpot CRM is strongly preferred., Proficiency in Microsoft Excel and/or Google Sheets, with familiarity in BI tools being a plus..

Key responsabilities:

Maintain up-to-date records of all M&A opportunities in HubSpot, including deal status and key dates.

Generate weekly, monthly, and ad hoc reports to summarize deal activity and performance metrics.

Perform regular audits of the HubSpot CRM to ensure data integrity and quality control.

Help identify opportunities to streamline reporting and assist with updates to HubSpot pipelines.

Job description

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 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 looking for a highly organized, detail-oriented M&A Pipeline Management Analyst to support our Corporate Development team. This role is responsible for ensuring that our M&A deal pipeline is accurately maintained and regularly updated within HubSpot, our CRM platform.

As a key member of the back-office operations, you will not be interacting with external parties but will instead play a critical behind-the-scenes role—tracking deal progress, generating reports, and supporting internal decision-making with timely, reliable data.

Position Responsibilities:

HubSpot CRM Management

Maintain up-to-date records of all M&A opportunities in HubSpot, including deal status, stage, key dates, and internal owners

Ensure consistent and accurate tagging, categorization, and data input across the deal pipeline

Coordinate with internal deal owners to ensure all updates are reflected in the system

Reporting & Data Support

Generate weekly, monthly, and ad hoc reports to summarize deal activity, pipeline health, and performance metrics

Create and maintain dashboards that visualize key trends and help support strategic planning

Respond to data requests from the Corporate Development team, ensuring high-quality and error-free outputs

Data Integrity & Quality Control

Perform regular audits of the HubSpot CRM to identify and correct incomplete or outdated information

Document processes and maintain internal playbooks for CRM usage and reporting best practices

Track and archive historical deal data for future reference and internal review

Process Improvement Support

Help identify opportunities to streamline reporting and CRM workflows

Assist with the rollout of updates to HubSpot pipelines, custom fields, or automation where appropriate

Support special projects and internal initiatives as needed

Qualifications:

Bachelor's degree in Business, Finance, Information Systems, or related field2+ years of experience in a reporting, business operations, or data management role

Hands-on experience using HubSpot CRM is strongly preferred

Proficiency in Microsoft Excel and/or Google Sheets; familiarity with BI tools (Power BI, Tableau, etc.) is a plus

Meticulous attention to detail and commitment to data accuracy

Strong organizational skills with the ability to manage multiple tasks and deadlines

Excellent written communication skills in English

Comfortable working remotely and independently, with experience in distributed team environments a plus

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.

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