Senior Analyst - Post Merger Integration

CliftonLarsonAllen LLP; Minneapolis (MN); On-site; USD 80,000 - 139,000; Full time

Benefits offered by this job

Health benefits

401k

Job summary

CLA is seeking a Senior Analyst - Post Merger Integration for our Deal Services practice to assist private equity-backed and growth-oriented companies with financial professionalization, post-close integration, and accounting transformation initiatives.

You will support month-end close optimization, balance sheet analysis, ERP and reporting enhancements, and development of management reports and KPI dashboards.

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 toward CFA, CPA or other post-graduate degree or relevant certification.
• Understanding of internal software systems including Pfx Engagement, Microsoft Teams, and Microsoft Windows and Office.

Responsibilities

• Assist clients with financial professionalization initiatives, including month-end close optimization, reporting improvements, reconciliations, and finance function transformation.
• Support engagements related to acquisitions, recapitalizations, carve-outs, and other transaction events.
• Prepare and validate balance sheet schedules, reconciliations, and supporting documentation.
• Develop management reporting packages, KPI dashboards, lender reporting, and cash flow forecasting.

Skills

Financial analysis

Month-end close

ERP systems

Data analysis

KPI dashboards

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.

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

CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

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.

We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Start your inspired career

When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility. Watch our video to see why people join CLA.

About CLA

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you. For more information visit CLAconnect.com.

Wellness at CLA Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being.

CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact [e-mail]