Aprio PH - CFO Advisory Practice Management Associate

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 22 U.S. office locations, one in the Philippines and more than 2,100 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 CFO Advisory team and you will help clients maximize their opportunities. Aprio, LLP is a progressive, fast-growing firm looking for an Experienced Associate to join their dynamic team.
Join CFO Advisory and you will help our CFOs integrate into the firm, match with their next opportunity, and build relationships across Aprio. This opening is ideal for someone with experience as an Executive assistant, HR associate, or other role with experience juggling multiple tasks, collaborating cross functionally, and working with confidential information.

Possible Responsibilities:

• Maintain talent database of onboarded and potential CFO contractors 
• Add CFO to Airtable matrix 
• Keep resumes organized in OneDrive 
• Attend meet & greet calls to take notes for matrix 
• Send survey for Bio, take response and coordinate with copywriters on format, store bio in Airtable 
• Serve as first point of contact for any CFO questions throughout onboarding process 
• Fill out request for CFO when we are ready to onboard someone 
• Make sure they can attend the IT onboarding meeting 
• Make sure the W9 process and BILL setup goes smoothly 
• Walk them through their first entries in PE for time and expense 
• Review CFO time and expense entries weekly to ensure accurate billing of clients 
• Check power BI report 
• Send out reminders at the end of the month to release PE time 
• Submit travel expenses in PE on behalf of the CFOs 
• Compile and report FP&A weekly nonbillable time surveys 
• Assist CFOs in answering any billing queries from their clients 
• Pull hourly data or pdf invoices from PE 
• Check which email invoices are being sent to and request updates when needed 
• Maintain accurate and up-to-date information on active deals in Hubspot 
• Add contact(s), company, and deal to hubspot 
• Ensure we have enough information for new client acceptance 
• Request new client acceptance 
• Add notes BD CFOs to Hubspot when emailed 
• Potentially join calls to take notes for Hubspot 
• Update deal fields as directed 
• Prepare NDAs, draft proposals and sales agreements 
• Request and send NDAs as needed during prospect phase 
• Request draft agreements and/or prepare them in Pandadoc 
• Tailor our APP template or other pitch deck where appropriate 
• Send agreements with customized notes as directed by EK/DL/other BD CFO 
• Maintain pricing catalog 
• Fill out pandadoc update form for any pricing changes 
• Maintain repository of signed agreements 
• Keep signed agreements organized and stored in Box for easy access.  
• Facilitate interactions between CFOs and prospective clients 
• Send hubspot notes to prospect prior to client call 
• Send signed agreement to CFO once executed by client 

Qualifications:

• Excellent verbal and written communication skills  
• Demonstrated experience of prioritizing multiple tasks to meet deadlines 
• Tech savvy and used to working in a remote role 
• Enjoys problem-solving and strategizing process improvements in a dynamic environment 
• US daytime shift 
• Experience with the following: Teams, One Drive, Airtable, Calendly, Practice Engine, Hubspot, Pandadoc 

Perks/Benefits we offer for full-time team members:- Wellness program- HMO coverage- Rewards and Recognition program- Free shuttle service (provided by CDC | for onsite employees)- Free lunch meal (For onsite employees)- On-demand learning classes- Discretionary time off and Holidays- Performance-based salary increase- Discretionary incentive compensation based on client or individual performance- Hybrid set up to selected roles/location, terms and conditions may apply- CPA & Certification Assistance and Bonus Program  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.- A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture.- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.- Competitive compensation: You will be rewarded with competitive compensation.  EQUAL OPPORTUNITY EMPLOYERAprio is an Equal Opportunity Emp