Due Diligence & Financial Analysis Associate

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

Benefits offered by this job

Flexible PTO

Paid parental leave

Paid volunteer time off

Comprehensive medical coverage

Quarterly wellness stipend

Fertility benefits

Job summary

CLA (CliftonLarsonAllen) in Bellevue, WA seeks a Deal Services Associate to support due diligence engagements for acquisitions by private equity investor groups and strategic corporate buyers. You will analyze targets’ financials, prepare pro forma information, and help assess cash flow needs while collaborating with management and cross-functional teams.

The role requires a bachelor’s degree in accounting or finance and willingness to travel to client sites; CFA/CPA or related certification is

Qualifications

• 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 Windows and Office products.
• Reliable transportation and willingness to travel to client sites.

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.

Job description

CLA (CliftonLarsonAllen) in Bellevue, WA seeks a Deal Services Associate to support due diligence engagements for acquisitions by private equity investor groups and strategic corporate buyers. You will analyze targets’ financials, prepare pro forma information, and help assess cash flow needs while collaborating with management and cross-functional teams.

The role requires a bachelor’s degree in accounting or finance and willingness to travel to client sites; CFA/CPA or related certification is