Associate, Deal Services

CliftonLarsonAllen; Minneapolis (MN); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Health benefits

Wellness programs

Retirement plan (401k)

Job summary

CliftonLarsonAllen (CLA) seeks an Associate, Deal Services, to perform financial quality of earnings analyses and due diligence for clients pursuing mergers and acquisitions. You will develop financial models, prepare client-ready reports, and support engagements under tight deadlines.

The role requires a Bachelor's degree in Accounting or Finance; CFA/CPA progression is preferred. Collaboration with client teams and adherence to high-quality standards are essential.

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, Teams, and Office

Responsibilities

• Financial Analysis: Performs ad hoc analysis and original financial statement modeling with high accuracy.
• Service Specialization: Develops knowledge of CLA's service capabilities across industries.
• Transaction Advisory/Deal Services: Performs detailed financial due diligence and summarizes key policies affecting value or risk.

Skills

Financial analysis

Due diligence

Financial modeling

Report writing

Industry knowledge

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.

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

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 Minnesota is: $55,000-95,000

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.