Senior Analyst, Post-Merger Finance & Integration

CliftonLarsonAllen LLP; Fort Worth (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health, dental, vision benefits

401(k) retirement plan

Competitive wages

Job summary

CLA, a leading national professional services firm, seeks a Senior Analyst - Post Merger Integration for its Deal Services practice in the US.

You will support financial professionalization, post-close integration, and accounting transformation initiatives, working with private equity-backed entities and growth-stage clients to optimize close processes, ERP alignment, and reporting,” and you will collaborate with auditors and client teams to deliver timely results.

Qualifications

• 2 years of experience as an Associate in an equivalent industry/service.
• 3-5 years of audit, accounting advisory, CAAS, transaction advisory, or finance consulting experience preferred
• Bachelor's degree in accounting, finance, or related field required.
• 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
• Experience with ERP systems, reporting tools, and financial process improvement initiatives is a plus
• Exposure to acquisitions and private equity preferred, including opening balance sheets, purchase accounting, carve-outs, integrations

Responsibilities

• Assist clients with financial professionalization initiatives, including month-end close optimization, reporting process improvements, account reconciliations, accounting policy implementation, and finance function transformation.
• Support accounting engagements related to acquisitions, recapitalizations, carve-outs, and other transaction events.
• Prepare, analyze, and validate balance sheet schedules, account reconciliations, and supporting documentation.
• Perform detailed data analysis and financial review procedures to identify inconsistencies, cut off issues, revenue recognition departures, risks, and areas requiring remediation.
• Support finance integration activities across acquired businesses, including chart of accounts alignment, reporting standardization, process documentation, and identification of workflow modifications to improve accuracy and timing of financial results.
• Assist clients in designing and implementing scalable month-end close processes, including close calendars, reconciliation processes, supporting schedules, reporting timetables, and accounting controls.
• Assist in development of management reporting packages, KPI dashboards, lender reporting, cash flow forecasting, and other financial reporting tools used by management and investors.
• Assist with ERP implementations, financial system enhancements, reporting automation efforts, and data validation activities.
• Manage multiple client workstreams simultaneously while meeting deadlines in fast-paced environments.
• Communicate project status, issues, and recommendations clearly to engagement leaders and client stakeholders.
• Collaborate with client accounting personnel, external auditors, and other advisors to ensure timely completion of project objectives.
• Prepare client-ready analyses, project documentation, status reports, and implementation deliverables.

Education

Bachelor's degree in accounting, finance, or related field

Tools

Pfx Engagement

Microsoft Teams

Microsoft Windows & Office

Job description

CLA, a leading national professional services firm, seeks a Senior Analyst - Post Merger Integration for its Deal Services practice in the US.

You will support financial professionalization, post-close integration, and accounting transformation initiatives, working with private equity-backed entities and growth-stage clients to optimize close processes, ERP alignment, and reporting,” and you will collaborate with auditors and client teams to deliver timely results.