Associate, Deal Services

CliftonLarsonAllen Wealth Advisors, LLC; Salt Lake City (UT); Sur place; USD 65 000 - 100 000; Plein temps

Résumé du poste

CliftonLarsonAllen Wealth Advisors, LLC in Salt Lake City, UT is seeking an Associate for Deal Services to perform financial Quality of Earnings, due diligence, excel financial analysis, and related services for clients engaged in mergers and acquisitions.

As an Associate in Deal Services, you will conduct ad hoc analyses, develop financial models, and prepare client-facing reports under tight deadlines, while collaborating with a team and pursuing CFA/CPA qualifications.

Qualifications

• Bachelor's degree in Accounting required.
• Exposure to financial statement preparation, audits, and reviews preferred.
• Working toward CFA, CPA or related certification.
• Understanding of accounting principles and reporting of financial data.
• Experience with Quality of Earnings preferred.

Responsabilités

• Perform financial Quality of Earnings and due diligence work.
• Collect and analyze financial data to detect errors in reporting.
• Build detailed analyses and reports for clients under tight deadlines.
• Support multiple engagements within budget and time constraints.
• Possibly lead small QOE projects at the two-year level.

Connaissances

Financial analysis

Financial modeling

Report writing

QOE knowledge

Formation

Bachelor's degree in Accounting

Outils

Pfx Engagement

Microsoft Teams

Microsoft Office

Description du poste

## Associate, Deal ServicesApply: Salt Lake City, UT: Full time: Posted Today: R18243CLA 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