Senior, Deal Services

CliftonLarsonAllen Wealth Advisors, LLC; Houston (TX); Sur place; USD 110 000 - 140 000; Plein temps

Résumé du poste

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Senior for our Deal Services practice in Houston. The role focuses on financial due diligence, Quality of Earnings, and M&A advisory, delivering clear analyses and client-ready reports.

You will identify key deal risks, coordinate with clients and internal teams, and supervise junior staff to ensure timely, accurate engagement delivery. A bachelor’s degree in accounting or finance is required, with CPA/CFA or related progress encouraged.

Qualifications

• Bachelor’s degree in accounting, finance, or related field required.
• 2 years of experience as an Associate in an equivalent industry/service.
• Pursuing CFA, CPA or other relevant postgraduate certification.
• Knowledge of accounting principles and reporting frameworks.
• Familiarity with internal software like Pfx Engagement and MS Teams.

Responsabilités

• Conduct financial due diligence and Quality of Earnings reviews.
• Lead client calls and coordinate with deal teams.
• Prepare and present detailed due diligence findings to clients.

Connaissances

Financial analysis

Client communication

Formation

Bachelor’s degree in accounting/finance or related field

Outils

Pfx Engagement

Microsoft Teams

Microsoft Office

Description du poste

Senior, Deal Services### Senior, Deal ServicesApply: Houston, TX: Full time: Posted Today: R18354CLA 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