Associate, Deal Services

CLA (CliftonLarsonAllen)•Chicago, IL
•$55,000 - $99,000

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 buying or selling a business or considering merger and acquisition activity. Associates perform financial analysis and modeling, prepare reports for clients and their advisors, and support transaction advisory engagements across industries. The position emphasizes accurate, high-quality work delivered under tight deadlines and within budget. Associates may begin directing small Quality of Earnings projects at the two-year level.

Requirements

  • Bachelor's degree in an Accounting field.
  • General knowledge of accounting principles and/or regulations relevant to engagements or projects, financial markets, and analysis and reporting of financial data.
  • 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 postgraduate 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 errors in financial reporting.
  • 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 portions of engagements consistently and accurately within tight time frames.
  • Develop deep knowledge of a specialized service and knowledge of CLA's broader service capabilities.
  • 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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