Associate, Deal Services

CliftonLarsonAllen LLP; New York (NY); On-site; USD 72,000 - 110,000; Full time

Job summary

CLA is seeking an Associate in Deal Services to perform financial Quality of Earnings, due diligence, and advanced financial analysis for M&A engagements. You will analyze financials, prepare client-ready reports, and contribute to transaction-related insights across diverse industries.

Ideal candidates have a Bachelor's in Accounting and are pursuing CPA/CFA or similar credentials, with prior audit or QOE exposure and strong knowledge of accounting principles.

Qualifications

• 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.

Responsibilities

• 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.
• Financial Analysis: Performs ad hoc analysis under tight deadlines.
• Service Specialization: Clients may be in any industry with a need for a technical specialist or may be industry focused.

Skills

Financial analysis

Due diligence

Accounting principles

Financial reporting

Education

Bachelor's degree in Accounting

CPA/CFA track or post-graduate accounting certification

Tools

Pfx Engagement

Microsoft Teams

Microsoft Windows & 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

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.

Duties

• 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 New York is: $72,000-110,000 #LI-SK1

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.

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 120 locations, and a global vision, we promise to know you and help you.

For more information visit our website.

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

CLA's privacy policy is available to be viewed on our website.

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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities to learn about your hiring rights.

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].

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.