Partner, Assurance Services – Financial Services

🕒 April 16

🏢🏡 New York City – Hybrid

⏰ Full Time

🟠 Senior

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

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Logo of Aprio

Aprio

WebsiteLinkedIn

1001 - 5000 employees

💸 Finance

🤝 B2B

☁️ SaaS

💰 Debt Financing on 2018-10

Finance • B2B • SaaS

Aprio is a comprehensive business advisory, tax, and accounting firm that provides a range of services across various industries including construction, dental, financial services, healthcare, manufacturing, and technology. They offer services such as business valuation, CFO advisory, succession planning, digital advisory, risk management, and compliance. Aprio is involved in areas like blockchain advisory, ERP and business applications, tax consulting, outsourced accounting, and wealth management. With a strong presence in over 50 countries, Aprio is committed to diversity and corporate social responsibility, continually innovating to meet the needs of their diverse clientele.

📋 Description

• Serve as a trusted advisor to clients, delivering high value strategic, technical, and operational guidance. • Provide executive oversight on complex engagements to ensure quality, timeliness, and client satisfaction. • Maintain a strong understanding of industry trends, regulatory developments, and emerging business needs that impact client operations. • Drive exceptional client experiences aligned with Aprio’s service standards. • Develop and execute growth plans that expand Aprio’s market presence in designated practice areas or industry niches. • Build and maintain strong referral networks, strategic partnerships, and market relationships. • Identify new opportunities for service expansion, innovative offerings, and cross firm synergies. • Represent Aprio internally and externally as a leader committed to firm culture and values. • Recruit, mentor, and develop top talent within the practice area. • Lead engagement teams by modeling accountability, collaboration, and advocacy for employee growth. • Provide performance oversight, career coaching, and succession planning support. • Foster a diverse, inclusive, high trust environment that enables teams to excel.

🎯 Requirements

• 12+ years of experience and demonstrated track record of leadership within a professional services firm. • Strong technical expertise in the relevant discipline (Assurance). • Proven success driving revenue growth, client expansion, and practice development. • Reputation for exceptional client service, strategic thinking, and collaborative leadership. • Demonstrated ability to mentor, inspire, and build high performing teams. • High ethical standards. • Deep Financial Services industry experience (Preferred). • Experience operating in high growth, multilocation, or national firm environments (Preferred). • Prior partner or executive leadership experience (Preferred).

🏖️ Benefits

• Our benefits are designed to give you the flexibility and support you need to thrive both professionally and personally. • Our culture, opportunities and competitive compensation and benefits package are thoughtfully designed to help you build a rewarding career.

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