Senior Manager, Securitization and Structured Products Services
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.
About the role
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 and 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.
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
- Assist 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
Requirements
- 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
Pay
$157,000 - $262,200 a year
Benefits
- 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
Why Work For Aprio
- 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.