Senior FP&A Analyst, Corporate Strategy

Senior Fpa Analyst, Corporate Strategy

Join Aprio's Corporate FP&A team and help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior FP&A Analyst, Corporate Strategy to join their dynamic team.

This role is designed for a highly analytical, execution-oriented finance professional who thrives in fast-paced, high-growth environments and wants deep exposure to M&A activities, corporate FP&A, and sponsor-facing financial analysis.

The Senior Analyst will play a critical role (i) in post-close M&A integration, supporting the financial ingestion, reporting, forecasting, and performance tracking of newly acquired businesses and (ii) in contributing to broader strategic finance initiatives, including financial modeling, scenario analysis, and leadership reporting tied to Aprio's growth strategy.

This role reports directly to the Manager of FP&A & Corporate Strategy and works closely with FP&A leadership, Corporate Development, Accounting, and senior management. The role is execution-heavy by design, with increasing strategic exposure over time as the platform continues to scale.

This is an excellent opportunity for a high-performing analyst with investment banking, transaction services, or PE-backed operating experience who wants hands-on ownership, visibility, and accelerated learning within a rapidly growing firm.

Responsibilities:

• Own financial integration workstreams for newly acquired businesses, including onboarding into Aprio's FP&A cadence.
• Support postmerger forecasting, budgeting, and long-range planning for acquired businesses.
• Maintain and update postclose financial models, including performance vs. deal assumptions.
• Prepare and maintain recurring postclose 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 decisionmaking, 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.

Success in the Role Looks Like:

• Acquired businesses are integrated into FP&A processes efficiently, accurately, and on time.
• Leadership has clear, reliable visibility into postclose performance versus expectations.
• Forecasting and reporting for acquired entities improves in accuracy and consistency.
• The analyst becomes a go-to execution partner across FP&A, Accounting, and Corporate Development.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 24 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 PE-backed, high-growth, 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, fast-moving environments.

Why Work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits We Offer for Full-Time Team Members:

• 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

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.
• An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
• A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture.
• Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
• Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
• Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits, and a flexible work environment to enjoy work/life balance.

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.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.