FP&A Analyst delivering actionable financial insights and management reporting at a tech - enabled financial platform. Supporting strategic decision - making and improving financial processes for better efficiency.
About the role
- Partner role leading client engagements and mentoring talent at Aprio, a professional services firm specializing in Assurance Services.
Responsibilities
- Serve as a trusted advisor to clients, delivering high value strategic, technical, and operational guidance.
- Provide executive oversight on complex engagements to ensure quality, timeliness, and client satisfaction.
- Maintain a strong understanding of industry trends, regulatory developments, and emerging business needs that impact client operations.
- Drive exceptional client experiences aligned with Aprio’s service standards.
- Develop and execute growth plans that expand Aprio’s market presence in designated practice areas or industry niches.
- Build and maintain strong referral networks, strategic partnerships, and market relationships.
- Identify new opportunities for service expansion, innovative offerings, and cross firm synergies.
- Represent Aprio internally and externally as a leader committed to firm culture and values.
- Recruit, mentor, and develop top talent within the practice area.
- Lead engagement teams by modeling accountability, collaboration, and advocacy for employee growth.
- Provide performance oversight, career coaching, and succession planning support.
- Foster a diverse, inclusive, high trust environment that enables teams to excel.
Requirements
- 12+ years of experience and demonstrated track record of leadership within a professional services firm.
- Strong technical expertise in the relevant discipline (Assurance).
- Proven success driving revenue growth, client expansion, and practice development.
- Reputation for exceptional client service, strategic thinking, and collaborative leadership.
- Demonstrated ability to mentor, inspire, and build high performing teams.
- High ethical standards.
- Deep Financial Services industry experience (Preferred).
- Experience operating in high growth, multilocation, or national firm environments (Preferred).
- Prior partner or executive leadership experience (Preferred).
Benefits
- Our benefits are designed to give you the flexibility and support you need to thrive both professionally and personally.
- Our culture, opportunities and competitive compensation and benefits package are thoughtfully designed to help you build a rewarding career.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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