Aprio Ph - Growth Associate

Details of the offer

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 our Aprio PH Growth team and you will help support clients maximize their opportunities. Aprio has a career opportunity for a Growth Associate to join their dynamic group.
Position Responsibilities:Data entry and maintenance of trackers and databases.Organizing and scheduling appointments.Planning and facilitating meetings; taking detailed minutes and documenting.Writing and distributing email, correspondence memos, letters, and forms.Creation of comprehensive Powerpoint presentations.Assisting in the preparation of regularly scheduled reports.Assisting on financial basic accounting tickets.Verifying and adding automated data.Creating, monitoring and following up with client request forms to completion.Monitoring and maintaining File Invite timeline.Creating folders for multi-entities using electronic files.Updating information from sales discovery and requested documentation.Updating and maintaining CRM tools such as HubSpot, PandaDoc, Karbon, Box, Quickbooks or similar software.Liaising with executive and senior administrative assistants to handle requests and queries from senior managers.Tasks assigned by direct line manager.Qualifications:Bachelor's Degree or comparable experience in Finance, Accounting or Business.Proven experience in administrative capacity in a BPO or related environment.Excellent working knowledge of CRM tools such as Karbon, Asana, AirTable or similar software.Proficient calendar management tools such as MS Calendar, Google Calendar, Calendly or similar applications.Excellent MS Office skills with emphasis on Powerpoint and Excel.Familiar with communication software such as Slack, Zoom and MS Teams.Excellent analytical background and driven to solve problems.Must be a self-driven, independent thinker with a strong work ethic and desire to complete projects in a timely and effective manner.Perks/Benefits we offer for full-time team members: Wellness programHMO coverageRewards and Recognition programFree shuttle service (provided by CDC | for onsite employees)Free lunch meal (For onsite employees)On-demand learning classesDiscretionary time off and HolidaysPerformance-based salary increaseDiscretionary incentive compensation based on client or individual performanceHybrid set up to selected roles/location, terms and conditions may applyCPA & Certification Assistance and Bonus ProgramWhat'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 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.

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