Accounting Manager, Client Accounting & Advisory Services

Aprio; Dallas (TX); Híbrido; USD 120.000 - 189.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, Dental, and Vision Insurance

401k with Profit Sharing

Remote & Hybrid options

Descripción de la vacante

Aprio's Technology CAAS team seeks a Manager to support complex advisory engagements and deliver strategic finance solutions for fast-growing technology and e-commerce clients. You will lead FP&A, budget planning, and financial modeling while building scalable capabilities across the practice.

The role focuses on strategic finance, AI-enabled delivery, and cross-functional collaboration with offshore accounting teams, driving reusable templates and workflow improvements for scalable service

Formación

• Bachelor’s degree in Accounting, Finance, or related field required; CPA, CMA, CGMA, or MBA preferred.
• 5-7+ years of progressive finance and/or accounting experience, ideally including FP&A, financial modeling, or CFO/finance advisory in a client-service 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 (budgeting, forecasting, cash flow, scenario analysis); working knowledge of US GAAP and revenue recognition concepts.

Responsabilidades

• Financial Modeling & FP&A: Builds budgets, forecasts, 13-week cash flow models, scenario analyses, and KPI dashboards.
• Board-Ready Reporting: Translates financial results into narratives highlighting cash flow, runway, unit economics, and working capital for founders and boards.
• CFO Advisory Support: Partners with US client leads on advisory engagements, owning the analyst-level build and client-facing outputs.

Conocimientos

Financial Modeling

FP&A

Forecasting

Board Reporting

CFO Advisory

Advanced Excel

Educación

Bachelor's degree in Accounting/Finance

CPA/CMA/MBA preferred

Herramientas

QBO

Xero

NetSuite

Rillet

Descripción del empleo

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's Technology Client Accounting & Advisory Services (CAAS) team and help our fast-growing technology and e-commerce clients Account for Anything. Aprio is a progressive, fast-growing firm seeking a dynamic Manager to support complex advisory engagements, deliver strategic finance solutions, and help build scalable capabilities across the Technology CAAS practice.

This role is designed for a builder, problem solver, and strategic finance professional who thrives in a dynamic advisory environment. The Manager will work across a broad range of client engagements, including FP&A, financial modeling, cash flow forecasting, board reporting, accounting transformation, revenue recognition, transaction readiness, business process improvement, and other high-impact advisory initiatives. This individual will help clients solve complex financial and operational challenges while developing the tools, templates, frameworks, and delivery methodologies that enable the practice to scale.

In addition to supporting strategic finance and advisory work, the Manager will contribute to Aprio's evolving technology-enabled service model, including AI-native tools and scalable delivery models to support technology and startup clients.

Responsibilities:

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.

Practice Building & Enablement

• Reusable Asset Development: Creates and maintains financial models, cash flow tools, board reporting packages, dashboards, templates, SOPs, and client-facing deliverables that improve consistency and scalability across Technology CAAS engagements.
• Process & Delivery Innovation: Develops and refines workflows, playbooks, and AI-enabled delivery methodologies that improve efficiency, quality, and consistency across recurring and project-based services.
• Solution Development & Enablement: Partners with Technology CAAS leadership to identify opportunities for new advisory offerings, delivery enhancements, start-up focused solutions, and scalable service solutions that strengthen the practice and enhance client outcomes.

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.

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.

$120,000 - $189,000 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.

The application window is anticipated to close on November 17th and may be extended as needed.

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.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.