Associate, Deal Services

CliftonLarsonAllen LLP; Denver (CO); On-site; USD 60,000 - 99,000; Full time

Job summary

CLA seeks a Financial Advisory professional to perform Quality of Earnings, due diligence, and financial analysis for clients pursuing mergers and acquisitions. You will build financial models, prepare reports, and present findings to clients and advisors.

Requirements include a Bachelor's in Accounting or Finance, exposure to financial statement prep or audits, and progress toward CFA/CPA. In Colorado, the compensation range is $60,000–$99,000 with CLA’s wellness benefits and career development.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Exposure to financial statement preparation, audits, and reviews preferred.
• Working towards CFA, CPA or other post-graduate degree or relevant certification.
• General knowledge of accounting principles and/or regulations impacting engagements.
• Understanding of Pfx Engagement, MS Teams, and MS Office.

Responsibilities

• Financial Analysis: Performs ad hoc analysis and models with high accuracy; writes reports for clients and advisors.
• Service Specialization/Advisory: Applies deep knowledge across services and industries to support engagements.
• Transaction Advisory/Deal Services: Performs due diligence, analyzes data, and communicates findings to clients within deadlines.

Skills

Financial analysis

Due diligence

Modeling

Education

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

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.

Responsibilities

• 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.

Compensation

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 Colorado is: $60,000 - $99,000 #LI-SK1.

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.

Start your inspired career

When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.

About CLA

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you.

For more information visit CLAconnect.com.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Wellness at CLA (repeated)

Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being.

CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact [e-mail].