Senior, Deal Services

CliftonLarsonAllen LLP; Houston (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

CLA is seeking a Senior for our Deal Services practice in Houston. The role delivers financial due diligence, Quality of Earnings, and M&A advisory to clients pursuing mergers and acquisitions, while building strong client relationships and delivering timely reports and insights.

As a Senior, you will supervise associates, manage multiple engagements, and coordinate with clients and other advisors to ensure quality deliverables and on-time completion.

Qualifications

• Bachelor’s degree in accounting, finance, or related field required.
• 2 years of experience as an Associate in an equivalent industry/service.
• Working towards CFA, CPA or other post-graduate degree or relevant certification.
• General knowledge of accounting principles and reporting of financial data.
• Familiarity with internal software systems including Pfx Engagement, Microsoft Teams, and Microsoft Windows/Office.

Responsibilities

• Perform detailed financial due diligence and build client reports.
• Lead client calls and review associate work.
• Collect and analyze data to identify financial risks in M&A engagements.
• Prepare Quality of Earnings and related reports for clients.
• Coordinate engagements with supervision and communicate progress to managers.

Skills

Associate experience

Accounting principles

Pfx Engagement

Microsoft Teams

Microsoft Office

Education

Bachelor’s degree in accounting/finance/related field

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 for our Deal Services practice. This role provides financial due diligence, Quality of Earnings, and mergers & acquisitions advisory consulting services to clients who are engaging in merger & acquisition activity, while building client relationships and assuring continued close personal attention to client needs. They are responsible for identifying, quantifying, and communicating key deal issues and communicating the impact to clients in a timely and effective manner, both verbally and in a formal written report. As a Senior, Deal Services, you will:

• Service Specialization: Clients may be in any industry with a need for a technical expert, or may be industry focused. Service specialists focus development within a particular service (and sometimes a secondary service). These individuals possess a deep knowledge of a service first and foremost, which transcends multiple industries or one particular industry. Has a deep knowledge of the full suite of service capabilities CLA can provide and is capable of bringing their particular service to any client (knowing when to bring in other internal specialists).
• Transaction Advisory/Deal Services: Performs the detail work of financial due diligence, lead client calls, review associate work, and other transaction deal services for clients. Collects and analyzes data to detect key financial risks in mergers & acquisitions. Helps build original detailed reports on due diligence findings for communication to clients. Supports multiple client engagements of varying size and complexity, on time and within budget, and communications progress and results to supervisors. Keep manager/principal aware of engagement status and problem areas. Completes assigned portions of engagements with consistency and accuracy and within tight time frames. Proactively interact and communicate with clients and other advisors to gather information to ensure timely engagement wrap-up. Analyze and review complex areas/transactions as well as prepare Quality of Earnings and related reports. Directing and leading engagements at the two-year level.
• Supervisory: Schedule, delegate, and review the work of Associates. Supervise, train, coach and mentor Associates in preparation to take on more complex assignments and additional engagements. Demonstrates project leadership qualities by assuming supervisory role, and delegating work effectively, managing associate capacity and hours commitments.

What you will need:

• Bachelor’s degree in accounting, finance, or related field required.
• 2 years of experience as an Associate in an equivalent industry/service
• 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

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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].

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.

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 120 locations, and a global vision, we promise to know you and help you. For more information visit our website.

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

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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.

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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.

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.