Aprio

Director

• Lead high-impact strategy and M&A advisory engagements across the aerospace, defense, and national security sectors
• Build and develop a high-performing team in a collaborative, flat-hierarchy culture
• Engage directly with C-suite executives and senior financial stakeholders
• Author and publish thought leadership and market research
• Deliver integrated client value using accounting, tax, transaction advisory, and government contract compliance services
• Own client strategy engagements end to end, including scoping, staffing, project planning, delivery, and client presentation
• Lead strategy projects evaluating growth and investment opportunities across U.S. government and commercial aerospace sectors
• Oversee and ensure quality of data collection, research, and analysis
• Synthesize team insights into client-ready messaging and final deliverables
• Review financial and market models for structure, assumptions, and accuracy
• Manage engagement economics, including budget, staffing, realization, and margin
• Source and shape new client opportunities, lead proposal development, and coordinate pricing
• Develop repeatable strategy offerings, methodologies, and intellectual property
• Identify cross-sell opportunities and integrate other Aprio service lines
• Serve as a career advisor to Managers and Associates
• Leverage AI tools while maintaining validation, analytical rigor, and approval of findings

Director, Aerospace Defense – Government Advisory

Product Manager

• Own the product vision, roadmap, and delivery outcomes for a portfolio of AI platforms spanning multiple Aprio business lines
• Serve as the individual-contributor product owner for select projects, managing product backlogs from discovery through release
• Translate business needs into epics, features, user stories, acceptance criteria, and release plans
• Lead backlog refinement and sprint planning, make scope and priority decisions, partner with engineering and quality assurance, and accept completed work
• Set delivery standards for intake, scoping, sprint cadence, QA gates, and release readiness
• Make prioritization tradeoffs across the portfolio
• Manage onshore and offshore development partners on scope, capacity, quality, and escalation
• Own budget input, consumption and licensing forecasts, and business cases for new platform investment
• Lead, coach, and develop a team of AI product owners and associates
• Conduct onboarding, goal setting, 1:1s, performance feedback, reviews, and development planning
• Establish operating rhythms including backlog reviews, demos, retrospectives, and documentation standards
• Partner with talent acquisition on role definition, candidate screening, and structured interviews
• Build bench strength and succession coverage for critical platforms
• Serve as senior point of contact for assigned platforms with practice leaders, partners, and firm leadership
• Facilitate requirements-gathering and prioritization sessions with subject matter experts
• Communicate status, risk, and tradeoffs to executive audiences including the AI Council
• Drive adoption and change management through enablement, training, and feedback loops
• Set direction for generative AI applications in professional services, including LLMs, document intelligence, agentic workflows, and structured output generation
• Evaluate and select AI models, APIs, and tooling such as Anthropic Claude, OpenAI, and Azure AI
• Own responsible AI practices with Risk, Legal, and IT Security, including data privacy, data residency, and client confidentiality
• Define and track platform-value measures including adoption, cycle-time reduction, accuracy, quality benchmarks, and realization impact

AI Product Manager

Artificial Intelligence

• Maintain the backlog for assigned AI platforms, writing and refining user stories and acceptance criteria
• Support sprint ceremonies including planning, standups, and retrospectives
• Keep boards, dependencies, and blockers current and visible
• Run functional and acceptance testing on new features, log defects, and verify fixes
• Keep product documentation current, including specifications, release notes, process maps, and user-facing training material
• Coordinate release logistics with engineering and the practice
• Capture and synthesize requirements-gathering sessions with practice subject matter experts
• Triage incoming requests and day-to-day user questions, routing unresolved issues to the appropriate owner
• Prepare status updates, demo materials, and release notes
• Collect and summarize user feedback after releases for prioritization
• Build practical fluency in generative-AI capabilities including LLMs, document intelligence, agentic workflows, and structured output generation
• Write, test, and iterate prompts and run structured evaluations of model output
• Assist with testing AI models, APIs, and tooling such as Anthropic Claude, OpenAI, and Azure AI
• Follow responsible AI practices involving data privacy, data residency, and client confidentiality requirements

AI Product Associate

Marketing Operations

• Run the offshore team handling GTM campaign administration for Aprio.
• Own intake and prioritization of requests from U.S. marketing team members.
• Serve as the single point of contact for U.S. regional and industry GTM team members.
• Triage incoming requests, set turnaround expectations, and maintain a shared work queue.
• Manage local sponsorships for events and charities against approved budgets.
• Coordinate sponsorship paperwork and oversee related advertisements and deliverables through production.
• Work with the U.S.-based Events team for events involving tradeshow exhibits.
• Support invitation development, invitation lists, and registration-progress tracking.
• Review vendor agreements and invoices, coordinate approvals, track spend, follow up on payments, and manage membership and dues renewals.
• Manage collateral production through the project management tool and route work to design and production teams.
• Quality-check assets and confirm final files are stored in the brand asset library.
• Direct logistics for mixers and local business-development events, including registration tracking, venue selection and booking, and sales collateral production.
• Oversee CRM list loading, data hygiene, and pre- and post-event reconciliation.
• Ensure recurring pipeline, event ROI, and growth-input reporting is delivered on time.
• Lead, coach, and develop the coordinator and improve team processes.
• Build and maintain relationships with IGLs and RGLs.
• Apply Aprio’s data-handling standards to contact lists, payment details, and sensitive information.

Marketing Operations Manager, Campaigns

• Process sponsorships and charity paperwork, preparing and tracking documentation under the manager’s direction.
• Coordinate ad and collateral production by opening and managing production tasks, routing work to the design team, tracking edits, and filing finished assets in the brand asset library.
• Process invoices and payments, follow up on payment status, and log spend against the correct budgets.
• Handle event logistics, including tracking registrations, formatting attendee lists, coordinating booth and conference orders, updating event calendars, and supporting onsite collateral production.
• Manage CRM lists and data by loading and cleaning lists, reconciling pre- and post-event lists, and running contact and list pulls from approved data sources.
• Pull recurring pipeline, ROI, and growth-input reports for U.S. teams.
• Work under the manager’s direction as the execution engine of the offshore team.

Marketing Operations Coordinator, Campaigns

Insurance

• Work alongside lead auditors and audit teams in executing audits with clients across different industries and around the globe
• Participate in client calls, walkthroughs, and observations
• Participate in audit planning, including drafting project timelines and document request lists
• Execute testing of clients’ internal controls
• Assist with internal projects, including process improvement
• Assist with engagements involving multiple audit standards and frameworks such as HIPAA and HITRUST

Campus Information Assurance Associate

Manager

• Cultivate and foster client relations and ensure customer satisfaction.
• Track and ensure the timeliness of deliverables to exceed customer expectations.
• Ensure compliance with company policies and provide detailed management status reports.
• Ensure the team is aligned and on track to ensure timeliness and quality of deliverables.
• Proactively identify both risks and opportunities and escalate/delegate accordingly.
• Follow security best practices in performing tasks.
• Identify areas for improvement or growth opportunities.
• Determine when new materials or resources are needed to enhance project outcomes or customer satisfaction.

Delivery Manager – RAAS, Automation Services

Human Resources

• Administer, maintain, and communicate the organization’s benefits program, such as health insurance, retirement plans, and other employee perks
• Research and analyze benefits plans, programs, and policies to provide recommendations for changes and improvements
• Ensure benefits programs are compliant with legal requirements
• Coordinate and conduct employee information presentations, enrollments, and other related educational sessions regarding benefits programs
• Process benefits enrollments, changes, and terminations in a timely and accurate manner
• Assist employees with benefits-related issues and questions and provide excellent customer service
• Manage and process claims, invoices, and resolve administrative problems with carrier representatives
• Collaborate with insurance providers, benefits vendors, and HRIS vendors, ensuring smooth operations
• Perform regular audits of benefits data to ensure accuracy and compliance
• Prepare and compile reports on benefits usage, costs, and trends for management review
• Join Aprio's Business Operations - People and Culture Team as a Human Resources Associate supporting clients and helping maximize their opportunities

Human Resources Associate

• Manage employee disciplinary cases, workplace investigations, administrative hearings, and case documentation while ensuring due process and fairness.
• Draft and issue employment-related notices, including Notices to Explain (NTE), Notices of Decision (NOD), and other disciplinary correspondence.
• Conduct fact-finding activities and partner with leaders in resolving employee concerns and workplace issues.
• Guide managers and employees on performance concerns, policy interpretation, conflict resolution, and employee conduct.
• Facilitate employee counseling sessions and support corrective and preventive actions.
• Identify employee relations trends and recommend initiatives to strengthen employee engagement and workplace culture.
• Ensure compliance with Philippine labor laws, company policies, and HR regulations.
• Plan and execute employee engagement, recognition, appreciation, wellness, inclusion, and culture-building programs.
• Gather employee feedback and recommend actions to improve employee experience.
• Develop employee communications for SharePoint, digital signage, social collaboration platforms, and company announcements.
• Coordinate volunteerism, community outreach, corporate social responsibility, employee giving, and community development activities.
• Manage employee events, recognition programs, learning sessions, and site-wide activities, including logistics, vendors, communications, and participant engagement.
• Measure program effectiveness and recommend improvements.
• Track engagement metrics, participation rates, and employee feedback.
• Prepare reports and presentations on engagement initiatives and program outcomes.
• Support onboarding and New Employee Orientation activities.
• Assist with HR projects and initiatives as assigned.

Accounting Manager

• Prepare accurate and timely balance sheet reconciliations.
• Register and manage fixed assets and prepaids in Workday modules.
• Run monthly amortization and depreciation.
• Prepare journal entries for accruals, recurring, and one-time transactions.
• Assist with daily cash recording and ad hoc banking tasks.
• Investigate and resolve variance analysis issues.
• Prepare revenue journals.
• Support audit requirements and seasonal tasks such as 1099 reporting.
• Maintain vendor listings and coordinate with the AP team for accrual completeness.
• Recommend and implement process enhancements to improve accuracy and timeliness.
• Collaborate on ad hoc projects and strategic analysis with senior management.
• Work closely with U.S.-based teams and other global offices.
• Provide guidance to junior associates, assist with training, and support the manager.

Senior Accounting Associate

Associate

• Accurately and skillfully performing audits
• Preparing audit work papers and adjusting trial balances
• Utilizing time management to plan and schedule client engagements
• Assembling trial balances and compiling financial statements into a written report to be presented
• Effectively communicating the accuracy of financial statements and other financial information to clients and co-workers
• Continuously fostering relationships with coworkers and clients
• Traveling to some client sites
• Joining Aprio's Assurance - Audit Team to help clients maximize their opportunities

Senior Audit Associate, Affordable Housing

• Conduct multiple auditing projects and client engagements
• Effectively communicate with partners, staff, and clients regarding expectations, engagement status, and other matters
• Initiate an active role in marketing firm services resulting in new business
• Continuously foster relationships with coworkers and clients
• Manage, coach, and develop staff accountants
• Travel 15–20% of the time

Audit Manager, Real Estate – Affordable Housing

Executive Assistant

• Provide high-level administrative support to several firm leaders, independently and proactively managing workloads and project timelines.
• Manage calendars, schedule appointments, and coordinate executive meetings, including agendas and pre-meeting materials.
• Handle sensitive and confidential business matters and assist with special projects.
• Coordinate travel arrangements, including transportation, lodging, and itineraries, and manage expense reports.
• Act as liaison between executives and departments, clients, and external stakeholders.
• Establish and maintain rapport with internal clients and vendors.
• Assist with event coordination and management, including meetings, invitations, venues, catering, accommodations, and transportation.
• Collaborate with other administrative assistants to complete projects.
• Prepare expense reports, manage email, and use critical thinking to solve problems.
• Welcome guests and clients in person or by telephone and answer or direct inquiries.
• Manage special projects assigned by executives.
• Collaborate frequently with the Executive Assistant to the firm’s COO.

• Prepare/write up full monthly work for more complex clients
• Communicate with team members for missing items for monthly work
• Calculate, review, and analyze financial ratios
• Complete more complex business and personal tax returns
• Begin client relationship and discuss open items
• Work closely on income tax projections, cash flow projections, and buy/sell transactions
• Start to work independently with minimal review on work performed
• Understand priorities and communicate those priorities effectively
• Meet budget and realization goals for clients and team
• Prepare financial statements
• Perform tax services and consulting for clients
• Deal directly with client personnel with guidance

Senior Associate, RFH Outsourcing

Administration

• Provide high-level administrative support for the Valuation and Investigations Team
• Support multiple partners
• Prepare proposals, engagement letters, new client setup materials and presentations
• Execute day-to-day billing, monthly statements, credits, adjustments and expense report preparation and reconciliation
• Generate reports
• Maintain partner schedules by planning and scheduling meetings, conferences, teleconferences and travel
• Welcome clients and guests in person or by telephone
• Manage partner prospects and leads
• Assist with monthly firm-wide pipeline meetings and reporting
• Arrange team meetings and events as needed
• Plan, prioritize and organize a diversified workload
• Complete projects and assignments in a timely manner
• Serve as an ambassador of the department

Director, Aerospace Defense – Government Advisory

AI Product Manager

AI Product Associate

Marketing Operations Manager, Campaigns

Marketing Operations Coordinator, Campaigns

Campus Information Assurance Associate

Delivery Manager – RAAS, Automation Services

Human Resources Associate

Human Resources Associate

Senior Accounting Associate

Senior Audit Associate, Affordable Housing

Audit Manager, Real Estate – Affordable Housing

Executive Assistant

Senior Associate, RFH Outsourcing

Administrator – Valuation and Investigations Team