Associate, Deal Services

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

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking an Associate for our Deal Services practice in New York City. This role performs financial Quality of Earnings, due diligence, Excel financial analysis, and other consultative services for clients considering mergers, acquisitions, or divestitures.

The ideal candidate has a Bachelor's degree in Accounting, exposure to financial statement preparation, audits, and reviews, and is pursuing CFA or CPA or other professional certification.

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 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 merger & acquisition activity.
• Performs the detail financial due diligence and analyzes financial data to detect errors in financial reporting.
• Summarizes key accounting policies and detects issues which may impact transaction value or client risk.
• Helps build detailed analysis and reports for delivery to the client under tight deadlines while maintaining quality.
• Supports multiple engagements on time and within budget, identifying issues and communicating progress and results to supervisors.

Education

Bachelor's degree in Accounting field

Exposure to financial statement preparation, audits, and reviews

Working towards CFA, CPA or other post-graduate degree or relevant industry/service certification

Tools

Pfx Engagement

Microsoft Teams

Microsoft Windows and Office

Job description

Associate, Deal Services### Associate, Deal ServicesApply: New York City, NY: Full time: Posted Today: R18347CLA 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. As an Associate in Deal Services, your duties will include:* 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