Join Aprio's Technology Client Accounting & Advisory Services (CAAS) team and help our fast-growing tech and e-commerce clients Account for Anything. Aprio is a progressive, fast-growing firm looking for a dynamic Manager to help build and scale our new AI-enabled startup pod while supporting complex, high-value advisory projects.

This is a dual-role position designed for a builder. You will operate at the intersection of finance, technology, and client advisory - leveraging AI-native tools to deliver financials efficiently, while developing the templates, models, and processes that scale across the practice. You will report to the Senior Manager, Technology CAAS, supporting one-time and complex client projects, and carry a dotted-line role into our startup pod delivering fixed-fee, low-touch engagements.

The Manager blends hands-on delivery with capability-building. In the startup pod, you will use AI-native accounting and finance tools (e.g., basis, Rillet, QBO) to take client work the "last mile" - reviewing, refining, and delivering board-ready financials with a light touch. On the project side, you will bring strategic finance and FP&A capability to our most complex clients, partnering with US client leads and offshore teams to quarterback deliverables. Because early-stage pod capacity leaves room to build, you will also create the templates, cash-flow models, and reusable assets the broader group can leverage.

Responsibilities:

Startup Pod Delivery (AI-Enabled)

• Financial Delivery: Reviews and refines financials to deliver accurate, client-ready monthly reporting.
• Tool-Forward Execution: Uses AI-native accounting and finance tools to drive efficiency, adopting and refining prompts and workflows so the pod delivers consistent quality at scale.
• Quality & Consistency: Serves as the finance review point for pod deliverables, ensuring financials tie out and reporting packages meet Aprio standards before client delivery.

Strategic Finance & FP&A Advisory

• Financial Modeling & FP&A: Builds budgets, forecasts, 13-week cash flow models, scenario analyses, and KPI dashboards that support strategic decision-making for growth-stage clients.
• Board-Ready Reporting: Translates financial results into clear narratives - highlighting cash flow, runway, unit economics, and working capital - for founders, leadership teams, and boards.
• CFO Advisory Support: Partners with US client leads on core and add-on advisory engagements (e.g., headcount planning, scenario modeling, SKU profitability), owning the analyst-level build and preparing client-facing outputs.

Complex Projects & Cross-Functional Support

• Project Execution: Supports the Senior Manager, Technology CAAS on one-time and complex client projects - cash-to-accrual conversions, GAAP clean-up, M&A / QoE readiness, and process build-outs.
• Quarterbacking: Coordinates across US client leads, offshore accounting teams, and external advisors (tax, legal, transaction) to keep deliverables on track and accountable.
• Capacity as a Builder: Uses available capacity to create reusable templates, models, SOPs, and dashboards that the broader Technology CAAS group can leverage across clients.

Business Development & Market Presence (~15%)

• While this role is primarily focused on delivery and advisory, we expect the Manager to gradually build a market presence and contribute to growth as the position matures - this is a developing, not quota-carrying, expectation.
• Client Expansion:Identifiesopportunities to deepen existing relationships - surfacing advisory add-ons and expansion work that arise naturally from delivery, and partnering withclientleads topursuethem.
• Networking & Visibility: Builds a professional network over time andrepresentsApriothoughtfully in the market,participatingin relevant industry or community events and contributing to the firm's reputation in the technology and startup finance space.
• Origination Support: Contributes to proposals, scoping, and pursuits by preparing models and materials, with a growing role in originating and expanding work as experience and relationships develop.

Team & Practice Development

• Mentorship: Coaches and develops team members, sharing FP&A, modeling, and AI-tool best practices to raise capability across the pod and group.
• Process & Enablement: Contributes to SOPs, playbooks, and workflow blueprints (e.g., Wrike) that standardize how recurring and add-on services are delivered.
• One-Team Mindset: Works fluidly across tech and e-commerce clients, supporting capacity and collaboration in line with our pod-based, one-team model.

Qualifications:

• Education: Bachelor's degree in Accounting, Finance, or related field required; CPA, CMA, CGMA, or MBA preferred.
• Experience: 5 - 7+ years of progressive finance and/or accounting experience, ideally including FP&A, financial modeling, or CFO/finance advisory in a client-service, outsourced, or high-growth environment.
• Industry Focus: Experience with technology, SaaS, e-commerce, or venture-backed startups strongly preferred; comfort supporting companies from $0-$100M in revenue.
• Technical Knowledge: Strong FP&A and modeling skills (budgeting, forecasting, cash flow, scenario analysis); working knowledge of US GAAP and revenue recognition concepts.
• Systems & AI Proficiency: Advanced Excel; experience with modern finance/accounting platforms (e.g., QBO, Xero, NetSuite, Rillet) and a genuine appetite for AI-native tools and automation.
• Advisory Mindset: Business acumen and relationship skills to engage founders and leadership - proactive advisory over transactional compliance.
• Communication: Clear, professional communicator able to partner with US client leads, offshore teams, and external advisors.

Success Metrics:

• Timely, accurate delivery of pod financials with minimal client-lead review time.
• Reusable templates, models, and SOPs adopted across the Technology CAAS group.
• Successful support of complex projects and CFO advisory engagements, measured by client retention and satisfaction.
• Demonstrated adoption and advancement of AI-enabled workflows that improve efficiency and margin.
• Growing market presence over time - expanded client relationships, add-on/advisory opportunities surfaced, and active networking.
• Growth in team capability through coaching, enablement, and knowledge-sharing.

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