Senior, Deal Services

CliftonLarsonAllen (CLA); Houston (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Wellness program

Health, dental, vision benefits

Job summary

CLA is seeking a Senior for Deal Services to perform financial due diligence, Quality of Earnings, and M&A advisory. The role involves direct client interaction, leading engagements, and delivering detailed reports on findings to clients while ensuring timely wrap-up and budget alignment.

You will supervise associates, train staff, and coordinate with principals, requiring strong accounting knowledge and familiarity with internal CLA systems. This position is based in Houston.

Qualifications

• Bachelor’s degree in accounting, finance, or related field.
• 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/or regulations impacting each engagement or project.
• Understanding of internal software systems including Pfx Engagement, Microsoft Teams, and Microsoft Windows and Office.

Responsibilities

• Service Specialization: deep knowledge of CLA's service capabilities and ability to bring the service to any client.
• Transaction Advisory/Deal Services: conducts due diligence, leads client calls, reviews work, analyzes data for financial risks, and communicates results.
• Supervisory: schedules, delegates, trains, coaches, mentors Associates and demonstrates project leadership.

Skills

Client communication

Leadership

Analytical thinking

Education

Bachelor’s degree in accounting/finance

Tools

Pfx Engagement

Microsoft Teams

Microsoft 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

#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.