AprioAP

Aprio PH - Reporting Analyst (M&A Pipeline Management)

Aprio is a leading business advisory and accounting firm known for its comprehensive services and client-centric approach.

Aprio

Employee count: 1001-5000

United States only
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 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.
We are looking for a highly organized, detail-oriented M&A Pipeline Management Analyst to support our Corporate Development team. This role is responsible for ensuring that our M&A deal pipeline is accurately maintained and regularly updated within HubSpot, our CRM platform.
As a key member of the back-office operations, you will not be interacting with external parties but will instead play a critical behind-the-scenes role—tracking deal progress, generating reports, and supporting internal decision-making with timely, reliable data.
Position Responsibilities:

HubSpot CRM Management

  • Maintain up-to-date records of all M&A opportunities in HubSpot, including deal status, stage, key dates, and internal owners
  • Ensure consistent and accurate tagging, categorization, and data input across the deal pipeline
  • Coordinate with internal deal owners to ensure all updates are reflected in the system

Reporting & Data Support

  • Generate weekly, monthly, and ad hoc reports to summarize deal activity, pipeline health, and performance metrics
  • Create and maintain dashboards that visualize key trends and help support strategic planning
  • Respond to data requests from the Corporate Development team, ensuring high-quality and error-free outputs

Data Integrity & Quality Control

  • Perform regular audits of the HubSpot CRM to identify and correct incomplete or outdated information
  • Document processes and maintain internal playbooks for CRM usage and reporting best practices
  • Track and archive historical deal data for future reference and internal review

Process Improvement Support

  • Help identify opportunities to streamline reporting and CRM workflows
  • Assist with the rollout of updates to HubSpot pipelines, custom fields, or automation where appropriate
  • Support special projects and internal initiatives as needed

Qualifications:

  • Bachelor's degree in Business, Finance, Information Systems, or related field2+ years of experience in a reporting, business operations, or data management role
  • Hands-on experience using HubSpot CRM is strongly preferred
  • Proficiency in Microsoft Excel and/or Google Sheets; familiarity with BI tools (Power BI, Tableau, etc.) is a plus
  • Meticulous attention to detail and commitment to data accuracy
  • Strong organizational skills with the ability to manage multiple tasks and deadlines
  • Excellent written communication skills in English
  • Comfortable working remotely and independently, with experience in distributed team environments a plus
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 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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Job type

Full Time

Experience level

Mid-level

Location requirements

Hiring timezones

United States +/- 0 hours

About Aprio

Learn more about Aprio and their company culture.

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Aprio is a premier, full-service business advisory and certified public accounting firm headquartered in Atlanta, Georgia, with a history that dates back to its founding in 1952. Since its inception, Aprio has been committed to helping businesses, investors, and families achieve their full potential. The firm specializes in providing a comprehensive suite of services, including advisory, tax, managed and private client services, all designed to create lasting value, drive growth, manage risk, and protect wealth for its clients.

As a fast-growing firm, Aprio has consistently ranked as one of the top 25 business advisory firms in the United States. With a workforce that exceeds 2,100 professionals, Aprio's commitment to excellence is evident in its culture of curiosity, advocacy for its clients, and dedication to community service. The firm operates across various industries including healthcare, manufacturing, real estate, and technology, and it is known for its ability to provide customized solutions tailored to the unique challenges each client faces. Aprio is also recognized for its commitment to corporate social responsibility, actively contributing to the communities it serves and prioritizing DEIB initiatives to foster an inclusive workplace.

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