Associate, Deal Services

CliftonLarsonAllen Wealth Advisors, LLC; Dallas, Northern (TX, KY); Hybrid; USD 70,000 - 100,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC in Dallas, TX is seeking an Associate, Deal Services to support financial due diligence and quality of earnings analyses for clients pursuing mergers or acquisitions. In this role you will perform ad hoc financial analysis, build detailed models, and prepare reports for client advisors under tight deadlines.

Collaboration across industries and service lines is expected.

Qualifications

• 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 regulations impacting engagements or projects.
• Understanding of internal software systems including Pfx Engagement, Microsoft Teams, and Microsoft Windows and Office.

Responsibilities

• Perform ad hoc financial analyses under tight deadlines.
• Build and review financial models and statements for client communications.
• Conduct detailed due diligence for transactions and summarize key policies.
• Identify issues impacting transaction value or client risk and communicate results to supervisors.
• Support multiple engagements with accuracy and timeliness.

Skills

Financial analysis

Due diligence

Financial reporting

Regulatory knowledge

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

Pfx Engagement

Microsoft Teams

Microsoft Office

Job description

## Associate, Deal ServicesApply: Dallas, TX: Full time: Posted Today: R17852CLA 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