Senior Analyst - Post Merger Integration

CliftonLarsonAllen LLP; Boston (MA); On-site; USD 95,000 - 155,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Job summary

CliftonLarsonAllen LLP (CLA) is a top national professional services firm, seeking a Senior Analyst for Post Merger Integration in its Deal Services practice. The role supports private equity-backed and growth-oriented companies with financial professionalization, integration, and accounting transformation initiatives that scale after capital infusion.

You will assist with closing processes, ERP and reporting enhancements, and the development of management reports for investors, while working

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 certification.
• General knowledge of accounting principles and regulations impacting engagements.
• Exposure to ERP systems, reporting tools, and financial process improvement initiatives is a plus.

Responsibilities

• Assist clients with financial professionalization and integration initiatives.
• Support acquisitions, recapitalizations, carve-outs, and transaction events.
• Prepare, analyze, and validate balance sheet schedules and reconciliations.
• Perform data analysis and identify inconsistencies and risks needing remediation.
• Design and implement scalable month-end close processes and controls.
• Develop management reporting packages, KPI dashboards, and lender reporting.

Skills

Financial analysis

Project management

Communication

Team leadership

Education

Bachelor's degree in accounting/finance

Tools

Pfx Engagement

Microsoft Teams

Microsoft Windows & Office

Job description

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

About the role:

CLA is looking to hire a Senior Analyst - Post Merger Integration for our Deal Services practice. This role supports private equity-backed and growth-oriented companies through financial professionalization, post-close integration, and accounting transformation initiatives. The Senior will assist clients with financial transformation projects, opening balance sheet and closing balance sheet activities, accounting clean-up efforts, close process improvements, ERP and reporting enhancements, and other finance organization initiatives that help companies scale after receiving institutional capital.

As a Senior Analyst - Post Merger Integration in Deal Services, your duties will include:

Financial Professionalization & Integration Services

• 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 applying the relevant accounting guidance 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.

Project Execution & Team Development

• Train, coach, and mentor other family members on standardized templates, team processes, and client service expectations.
• Demonstrate ownership of assigned workstreams while proactively identifying risks, issues, and opportunities for improvement.
• Support engagement leaders in managing project plans, budgets, timelines, and client communications.
• Assist in the continuing development of tools for the team.

What you will need:

• 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
• Understanding of internal software systems including Pfx Engagement, Microsoft Teams, and Microsoft Windows and Office
• Strong balance sheet and financial statement experience preferred
• Experience preparing or reviewing account reconciliations and month-end close activities preferred
• Exposure to acquisition(s) and private equity preferred, (opening balance sheets, purchase accounting, carve-outs, integrations, a significant plus)
• Experience with ERP systems, reporting tools, and financial process improvement initiatives is a plus
• Experience supporting month-end close, financial reporting, accounting operations, or integration-related activities preferred

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The compensation range for this position in Minnesota is: $80,000-139,000

The compensation range for this position in Massachusetts is: $95,000-155,000

#LI-SK1

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits,