Associate, Deal Services

CLA (CliftonLarsonAllen)•New York, NY
•$72,000 - $110,000

About The Position

CLA is hiring an Associate for its Deal Services practice. The role provides financial Quality of Earnings, due diligence, Excel financial analysis, and other consultative services to clients involved in buying or selling a business or considering merger and acquisition activity. Associates perform financial analysis and modeling, prepare reports, and support transaction advisory engagements across industries. They collect and analyze financial data, assess accounting policies and potential transaction risks, and help deliver accurate, detailed work to clients and their advisors under tight deadlines. Associates support multiple engagements within budget and communicate progress and results to supervisors. At approximately the two-year level, they may begin directing small Quality of Earnings projects. CLA describes itself as a national professional services firm with more than 8,500 people, 130 U.S. locations, and a global reach. Its stated purpose is to create opportunities for clients, employees, and communities through wealth advisory, digital, audit, tax, consulting, and outsourcing services. CLA emphasizes a culture that welcomes different beliefs and perspectives. The compensation range for this position in New York is $72,000–$110,000. Pay placement may be affected by geography, experience, education, skills, and knowledge. CLA offers comprehensive benefit options supporting physical, financial, social, and emotional well-being.

Requirements

  • Bachelor's degree in an Accounting field.
  • General knowledge of accounting principles and/or regulations affecting engagements or projects, financial markets, and financial data analysis and reporting.
  • Understanding of internal software systems, including Pfx Engagement, Microsoft Teams, Microsoft Windows, and Microsoft Office.

Nice To Haves

  • Exposure to financial statement preparation, audits, and reviews.
  • Working toward a CFA, CPA, other post-graduate degree, or relevant industry/service certification.
  • One year of audit and/or Quality of Earnings experience is strongly preferred.

Responsibilities

  • Perform ad hoc financial analysis under tight deadlines.
  • Create original financial statement models with a high degree of accuracy.
  • Write reports communicating findings to clients and their advisors.
  • Perform detailed financial due diligence and collect and analyze financial data to detect reporting errors.
  • Summarize key accounting policies and identify issues that may affect transaction value or client risk.
  • Build detailed analyses and reports based on findings for delivery to clients under tight deadlines and quality standards.
  • Support multiple engagements on time and within budget, identifying issues and communicating progress and results to supervisors.
  • Complete assigned engagement work consistently and accurately within tight time frames.
  • Develop knowledge of service capabilities and, where applicable, specialize in a particular service or industry.
  • May begin directing small Quality of Earnings projects at the two-year level.

Benefits

  • Health insurance
  • Dental insurance
  • Vision insurance
  • 401(k)
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