Associate, Deal Services

CliftonLarsonAllen Wealth Advisors, LLC; Chicago (IL); On-site; USD 55,000 - 99,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC seeks an Associate for Deal Services in Chicago. You will conduct financial QOE analyses, perform due diligence, and build Excel models to support clients contemplating mergers or acquisitions.

The role requires a bachelor’s degree in accounting, familiarity with audits and financial statement prep, and progress toward CPA or similar certification. Experience with Pfx Engagement and MS Office is expected.

Qualifications

• Bachelor's degree in Accounting is required.
• Experience with financial statement prep, audits, and reviews is preferred.
• Progress toward CFA, CPA, or similar certification welcomed.
• Proficiency with Pfx Engagement and MS Office is expected.

Responsibilities

• Perform financial Quality of Earnings (QOE) analysis and due diligence for clients involved in mergers & acquisitions.
• Develop ad hoc financial models and prepare client-facing reports.
• Summarize accounting policies and findings for client discussions with advisors.
• Support multiple engagements, delivering results on time and within budget.

Skills

Financial analysis

Quality of Earnings

Engagement management

Client communication

Deal experience

Education

Bachelor's degree in Accounting

CPA candidate / pursuing CPA

Tools

Pfx Engagement

Microsoft Teams

Microsoft Office

Windows OS

Job description

Associate, Deal Services### Associate, Deal ServicesApply: Chicago, IL: Full time: Posted Today: R18346CLA is a top 10 national professional services firm where our purpose is to *create opportunities* every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. About the role:CLA is looking to hire an Associate for our Deal Services practice. This role performs financial Quality of Earnings, due diligence, excel financial analysis, and other consultative services for clients who are buying a business, selling a business, or otherwise contemplating some type of merger & acquisition activity. As an Associate in Deal Services, your duties will include:* Financial Analysis: Performs ad hoc analysis under tight deadlines. Performs original financial statement modeling with a high degree of accuracy. Writes reports on findings for communication to the client and their advisors.* Service Specialization: Clients may be in any industry with a need for a technical specialist or may be industry focused. Service specialists focus development within a particular service (and sometimes a secondary service). These individuals possess a deep knowledge of a service first and foremost, which transcends multiple industries or one particular industry. They gain knowledge on the full suite of service capabilities CLA can provide.* Transaction Advisory/Deal Services: Performs the detail financial due diligence. Collects and analyzes financial data to detect errors in financial reporting. Summarizes key accounting policies and detects key issues which may impact transaction value or client risk. Helps build detailed analysis and reports based on findings to be delivered to the client under tight deadlines while maintaining highest quality standards. Supports multiple engagements on time and within budget, identifying issues and communicating progress and results to supervisors. Completes assigned portions of engagements with consistency and accuracy and within tight time frames. May begin to direct small quality of earnings projects at the two-year level. What you will need:* Bachelor's degree in Accounting field required.* Exposure to financial statement preparation, audits, and reviews preferred* Working towards CFA, CPA or other post-graduate degree or relevant industry/service certification* General knowledge of accounting principles and/or regulations impacting each engagement or project, financial markets, analysis and reporting of financial data* Understanding of internal software systems including Pfx Engagement, Microsoft Teams, and Microsoft Windows and Office* 1 year with audit and/or Quality of Earnings experience is a strong preference## Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. The compensation range for this position in Illinois is: $55,000-99,000 #LI-SK1