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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial modeling, budgeting, and forecasting, with a strong command of US GAAP and advanced proficiency in Excel. Capable of leveraging AI-native tools to enhance efficiency and support complex financial advisory engagements.
Highest-signal resume keywords
Financial ModelingBudgetingForecastingUS GAAP KnowledgeAdvanced Excel Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisScenario AnalysisKPI Dashboard CreationCash Flow ModelingFP&ACFO AdvisoryClient ReportingProcess Build-OutsCash-to-Accrual ConversionsM&A Readiness
Soft Skills
Clear CommunicationBusiness AcumenRelationship ManagementCoachingCollaboration
Tools & Technologies
QBOXeroNetSuiteRilletAI-Native Accounting Tools
Certifications & Qualifications
CPACMACGMAMBA
Industry Keywords
FinanceAccountingSaaSE-CommerceVenture-Backed Startups
About the role
Key responsibilities & impact- Review and refine financials to deliver accurate, client-ready monthly reporting
- Use AI-native accounting and finance tools to drive efficiency and refine prompts and workflows
- Serve as the finance review point for pod deliverables and ensure financials tie out and reporting packages meet Aprio standards
- Build budgets, forecasts, 13-week cash flow models, scenario analyses, and KPI dashboards
- Translate financial results into narratives for founders, leadership teams, and boards
- Support core and add-on CFO advisory engagements, including headcount planning, scenario modeling, and SKU profitability
- Support complex client projects including cash-to-accrual conversions, GAAP clean-up, M&A/QoE readiness, and process build-outs
- Coordinate across US client leads, offshore accounting teams, and external advisors
- Create reusable templates, models, SOPs, and dashboards
- Build market presence and contribute to business development
- Identify client expansion and advisory add-on opportunities
- Participate in industry or community events and represent Aprio in the market
- Contribute to proposals, scoping, and pursuits
- Coach and develop team members
- Contribute to SOPs, playbooks, and workflow blueprints
- Support collaboration across technology and e-commerce clients
Requirements
What you’ll need- Bachelor’s degree in Accounting, Finance, or related field required
- 5 - 7+ years of progressive finance and/or accounting experience
- Experience ideally including FP&A, financial modeling, or CFO/finance advisory in a client-service, outsourced, or high-growth environment
- Experience with technology, SaaS, e-commerce, or venture-backed startups strongly preferred
- Comfort supporting companies from $0–$100M in revenue
- Strong FP&A and modeling skills, including budgeting, forecasting, cash flow, and scenario analysis
- Working knowledge of US GAAP and revenue recognition concepts
- Advanced Excel proficiency
- Experience with modern finance/accounting platforms such as QBO, Xero, NetSuite, or Rillet
- Appetite for AI-native tools and automation
- Business acumen and relationship skills to engage founders and leadership
- Clear, professional communication skills
- Ability to partner with US client leads, offshore teams, and external advisors
- CPA, CMA, CGMA, or MBA preferred
Benefits
Comp & perks- 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
- Professional growth opportunities
- Continuous learning and advancement
- Competitive compensation
- Work/life balance
