Deal Advisory Analyst — Financial Due Diligence

CliftonLarsonAllen LLP; Chicago (IL); On-site; USD 55,000 - 99,000; Full time

Job summary

CLA, a leading national professional services firm, is seeking a Financial Analyst in Illinois to perform ad hoc financial analyses, build financial models, and prepare reports for clients and advisors. You will contribute to deal services, QA earnings work, and service-focused engagements across industries.

The role requires a Bachelor's in Accounting, with preference for candidates pursuing CPA or related certifications, and at least 1 year in audit or Quality of Earnings.

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

• 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.

Education

Bachelor's degree in Accounting

CPA or other post-graduate degree or relevant certification

Job description

CLA, a leading national professional services firm, is seeking a Financial Analyst in Illinois to perform ad hoc financial analyses, build financial models, and prepare reports for clients and advisors. You will contribute to deal services, QA earnings work, and service-focused engagements across industries.

The role requires a Bachelor's in Accounting, with preference for candidates pursuing CPA or related certifications, and at least 1 year in audit or Quality of Earnings.