Aprio

Senior Manager, Securitization and Structured Products Services

Aprio$157K — $262K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required; CPA, MBA or Master's degree preferred.
  • 10+ years of experience in securitization, structured products, or asset management.
  • Strong analytical skills and attention to detail; financial modeling experience preferred.
  • Excellent communication skills, both verbal and written.
  • Deep technical knowledge of ABS, RMBS, and similar asset classes.

Responsibilities

  • Lead the AUP report process from creation to delivery, engaging both internal and external stakeholders.
  • Develop specialized expertise in AUP products: tape to file, circle ups, cashflow modeling, and payment date reporting.
  • Support senior leaders in practice operations and day-to-day management.
  • Train and mentor junior team members to ensure high-quality output.
  • Manage communications and timelines for live deal processes to ensure client satisfaction.
  • Enhance workflow by documenting procedures for improved efficiency and accuracy.
  • Develop relationships with clients to promote cross-selling of AUP services.

Benefits

  • Medical, dental, and vision insurance starting on the first day of employment.
  • 401k with profit-sharing options.
  • Generous holiday and discretionary time off policy.
  • Tuition assistance and CPA support programs with incentives.
  • Flexible working environment, including remote and hybrid options.
Full Job Description
Join Aprio's Audit team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Manager, Securitization and Structured Products Services to join their dynamic team.

The Structured Finance Group is a specialized team of capital markets professionals that provides Advisory services for a critical element of Structured Finance Bond issuance. The Structured Finance Team provides Agreed Upon Procedures (AUP) reports principally for new issue securitizations, however, certain Structured Finance products also require yearly or quarterly AUP reports that create an annuity of revenue throughout the bonds duration. Clients include Investment Banks, Asset Managers, Corporations, and Government Sponsored Entities.

The Structured Products Senior Manager will work with, train, and grow the Aprio Structured Finance Team and establish it as a formidable option for AUP support services. The Structured Finance Senior Manager will be responsible for all aspects of managing the AUP report process from start to finish. The Structured Finance Senior Manager will work closely with Aprio's Principals, Partners and Managing Directors to network, educate and collaborate in cross selling, identify existing clients that may be candidates for AUP services, and target new clients. The ideal candidate will have deep experience in one or more of the key components of a Structured Products AUP with a nationally recognized accounting firm.

Position Responsibilities:

  • Work closely with teammates on all aspects of the AUP report creation and delivery process and coordinate this work with all internal and external parties involved
  • Expert in one or more of our AUP products: tape to file, circle ups, cashflow modeling, and payment date reporting
  • Assisting Partners, Principals, and Managing Directors with day-to-day operations of practice
  • Assist in training and developing junior members of the team to deliver best in class work product
  • Manage any aspect, as needed, of a live deal process including customer communication and timing of deliverables
  • Help to develop and improve workflow processes including documentation of procedures and workflows to ensure efficient and accurate deliverables
  • Contribute and understand/manage firm risk on projects and proposals
  • Communicate (verbally and in writing) externally with clients and internally with all levels of the organization to successfully accomplish firm objectives
  • Work with Partners and Principals to educate about Structured Products and cross sell with existing Aprio Clients
  • Attend industry conferences and develop the Aprio brand name


Qualifications:

  • Bachelor's degree required; CPA, MBA or Master's degree preferred.
  • 10+ years of experience in securitization, structured products, or asset management
  • Excellent analytical skills and strong attention to detail, financial modeling experience preferred
  • Ability to interact with people at all levels of an organization
  • Ability to present complex information in a usable format to a diverse audience
  • Ability to manage multiple priorities and simultaneous projects in a rapidly growing practice
  • Ability to meet tight and changing deadlines
  • Limited travel required, including attending industry conferences as needed
  • Excellent verbal and written communication skills
  • Strong technical background including an in-depth understanding of one or more of the following assets classes: ABS, RMBS, esoteric and similar securitized and structured products


$157,000 - $262,200 a year

The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.

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.

About Aprio

Aprio is an accounting firm that provides a wide range of services to clients in various industries. The firm has a global presence with offices in the United States, Europe, and Asia. Aprio is committed to providing high-quality services to its clients and has been recognized for its expertise in areas such as tax planning, audit and assurance, and business consulting. The firm is also committed to diversity and inclusion and has been recognized for its efforts in this area. Aprio is dedicated to giving back to the community and has been recognized for its contributions to various charitable organizations.
Learn more about Aprio
Size
500 employees
Industry

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