Senior Manager, Securitization and Structured Products Services

Aprio; Kentucky; On-site; USD 190,000 - 262,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k with Profit Sharing

Parental Leave

Tuition Assistance

CPA support program

Discretionary incentives

Wellness program

Remote & Hybrid work

Job summary

Aprio’s Audit team seeks a Senior Manager of Securitization and Structured Products Services to lead the AUP reporting process from start to finish. You will train, grow, and manage the Structured Finance Team, working with Partners and MDs to source and develop new client opportunities across securitization products.

The role requires deep expertise in ABS/RMBS and related securitized assets, excellent client communication, and hands-on supervision of complex deals while contributing to

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 ABS, RMBS, esoteric and similar securitized and structured products.

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.

Skills

Analytical skills

Communication skills

Project management

Financial modeling

Stakeholder management

Education

Bachelor's degree

CPA

MBA

Tools

Cashflow modeling

AUP reporting

Job description

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 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

$189,700 - $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.

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.