Deal Services Associate - Winter 2027 - Western WA

CliftonLarsonAllen Wealth Advisors, LLC; Bellevue (WA); On-site; USD 58,000 - 90,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC in Bellevue, WA seeks a Deal Services Associate for Winter 2027 to support QOE due diligence and financial analysis for acquisitions. You will review records, interview management, and prepare pro forma financial information to inform client valuations.

The role requires a bachelor’s in accounting/finance, strong accounting knowledge, and willingness to travel to client sites; CFA/CPA or related cert is a plus. Strong MS Office skills are expected.

Qualifications

• Bachelor’s degree in Accounting/Finance; strong Accounting/Finance background.
• CFA/CPA or related certification is a plus.
• Good knowledge of accounting principles and financial data reporting.
• Willingness to learn new technologies and travel to client sites.
• Proficient with MS Windows and MS Office.

Responsibilities

• Participates in quality of earnings due diligence for acquisitions by private equity or strategic buyers.
• Analyzes financial/operational results of targets via records review and management interviews.
• Prepares/evaluates pro forma financial information.
• Evaluates effects of seasonality and cash flow requirements.
• Performs industry and company research; correlates findings with client valuations.

Skills

Accounting principles

Due diligence

Proactive learner

Travel readiness

Education

Bachelor's degree in Accounting or Finance

CPA/CFA or related certification a plus

Tools

MS Office

Job description

Deal Services Associate - Winter 2027 - Western WA### Deal Services Associate - Winter 2027 - Western WAApply: Bellevue, WA: Full time: Posted Today: R17237We strive every day to exemplify our CLA values – curious, collaborative, transparent, inclusive, and reliable. We are looking for individuals who believe in accountability for one’s actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else.CLA is dedicated to building a culture that welcomes different beliefs and perspectives, so we can truly know and help our clients, communities, and each other.Our **Bellevue, WA** location is seeking a **Deal Services Associate.**Come and see for yourself!Primary Responsibilities* Participates in quality of earnings due diligence engagement related to acquisitions by private equity investor groups and strategic corporate buyers.* Analyzes financial/operational results of targets through reviewing accounting records and conducting interviews with management.* Prepares/evaluates pro forma financial information.* Evaluates effects of seasonality and cyclicality on cash flow requirements.* Performs Industry and company research. Correlates due diligence findings with client valuations.Minimum Requirements* Bachelor’s degree in Accounting, Finance, or related field required – Degree in Accounting or Finance **strongly preferred**.* Eligible to sit for CFA, CPA or other post graduate degree or relevant industry/service certification a plus.* General knowledge of accounting principles and reporting of financial data.* Willingness to learn new technologies.* Proficient with Microsoft (MS) Windows and Office products.* Reliable transportation and willingness to travel to client sites.The wage range for this position is: $58,400 – $90,000Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.