Senior FP&A Analyst, Corporate Strategy

This role is designed for a highly analytical, execution-oriented finance professional who thrives in fast-paced, high-growth environments and wants deep exposure to M&A activities, corporate FP&A, and sponsor-facing financial analysis. 

The Senior Analyst will play a critical role (i) in post-close M&A integration, supporting the financial ingestion, reporting, forecasting, and performance tracking of newly acquired businesses and (ii) in contributing to broader strategic finance initiatives, including financial modeling, scenario analysis, and leadership reporting tied to Aprio’s growth strategy. 

This role reports directly to the Manager of FP&A & Corporate Strategy and works closely with FP&A leadership, Corporate Development, Accounting, and senior management. The role is execution-heavy by design, with increasing strategic exposure over time as the platform continues to scale. 

This is an excellent opportunity for a high-performing analyst with investment banking, transaction services, or PE-backed operating experience who wants hands-on ownership, visibility, and accelerated learning within a rapidly growing firm.

Responsibilities:

M&A Financial Integration & PostClose Execution 

• Own financial integration workstreams for newly acquired businesses, including onboarding into Aprio’s FP&A cadence. 
• Support postmerger forecasting, budgeting, and long-range planning for acquired businesses. 
• Maintain and update postclose financial models, including performance vs. deal assumptions. 
• Prepare and maintain recurring postclose reporting for acquired entities, including revenue, expenses, headcount, and profitability. 
• Support leadership with timely, accurate financial insights during active integration periods. 

FP&A & Forecasting Execution 

• Support consolidated forecasts and reporting that incorporate both legacy and newly acquired entities. 
• Perform variance analysis versus budget, forecast, and deal models, with a focus on actionable insights. 
• Prepare standardized reporting packages for FP&A leadership, executive management, and shareholders. 
• Ensure consistency of assumptions, methodologies, and reporting standards across the platform. 
• Act as a reliable execution partner to FP&A leadership during peak reporting and planning cycles. 

Strategic Finance & Corporate Support 

• Support strategic finance initiatives related to growth, profitability, and operational performance. 
• Build and maintain Excelbased financial models to support leadership decisionmaking, including scenario and sensitivity analysis. 
• Assist with financial analysis for capital allocation, investment tradeoffs, and resource planning. 
• Prepare analytical materials and presentation support for senior leadership, including CEO/CFO-level discussions. 
• Contribute to ad hoc analysis tied to M&A activity, financing considerations, and firm-wide strategic initiatives. 

Process Improvement & Data Management 

• Support process improvement initiatives related to M&A integration, FP&A workflows, and reporting cadence. 
• Help document integration playbooks, reporting templates, and analytical frameworks to improve scalability. 
• Partner with FP&A leadership to improve data quality, accuracy, and timeliness across acquired entities. 
• Identify opportunities to streamline reporting and reduce manual effort as the platform grows. 

Ad Hoc Analysis & Stakeholder Support 

• Execute ad hoc financial analysis and special projects in support of FP&A leadership, Corporate Development, and senior management. 
• Support preparation of materials for leadership reviews, board discussions, and sponsor-facing updates. 
• Serve as a trusted analytical resource in highvisibility, timesensitive situations. 

Success in the Role Looks Like 

• Acquired businesses are integrated into FP&A processes efficiently, accurately, and on time. 
• Leadership has clear, reliable visibility into postclose performance versus expectations. 
• Forecasting and reporting for acquired entities improves in accuracy and consistency. 
• The analyst becomes a goto execution partner across FP&A, Accounting, and Corporate Development. 

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field. 
• 2–4 years of experience in investment banking, private equity, transaction services advisory, FP&A, or a related analytical role. 
• Strong financial modeling and analytical skills with comfort working in complex, Excel-heavy models. 
• Experience in PE-backed, high-growth, or M&A active environments strongly preferred. 
• Proficiency in Excel and PowerPoint; experience with FP&A or reporting tools (e.g., Workday, Adaptive) is a plus but not required. 
• Strong attention to detail and ability to manage multiple workstreams under tight deadlines. 
• Clear communicator with the ability to work effectively across Finance, Accounting, and senior leadership. 
• Proactive, self-directed, and comfortable operating in ambiguous, fastmoving environments.