Deal Services Associate: Financial Due Diligence

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

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.