Associate, Deal Services

CliftonLarsonAllen; Dallas (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

CLA is seeking an Associate, Deal Services to perform financial Quality of Earnings, due diligence, and Excel-based financial analysis for clients contemplating mergers, acquisitions, or other transactions.

In this role, you will analyze financial data, identify risks, and prepare clear reports for clients and their advisors, while adhering to high-quality standards and tight deadlines.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Experience with financial statement preparation, audits, or reviews preferred.
• Pursuing CFA, CPA, or other relevant certification is a plus.

Responsibilities

• Perform financial due diligence and build detailed financial analyses under tight deadlines.
• Develop service specialization knowledge across CLA's capabilities.
• Prepare reports and communicate findings to clients and advisors with high quality standards.

Skills

Financial analysis

Due diligence

Financial reporting

Education

Bachelor's degree in Accounting or Finance

CFA/CPA pursuit or post-graduate certification

Tools

PFX Engagement

Microsoft Teams

Microsoft Office

Job description

CLA 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:

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, Deal Services, you will:

• 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, Finance, or related 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

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.