Deal Services Associate: Financial Due Diligence & QOE

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 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.