Associate, Deal Services

CLA (CliftonLarsonAllen)•Salt Lake City, UT

1d•$60,000 - $99,000

About The Position

This role performs financial Quality of Earnings, due diligence, excel financial analysis, and other consultative services for clients who are buying a business, selling a business, or otherwise contemplating some type of merger & acquisition activity. As an Associate in Deal Services, you will perform ad hoc analysis under tight deadlines, perform original financial statement modeling with a high degree of accuracy, and write reports on findings for communication to the client and their advisors. Clients may be in any industry with a need for a technical specialist 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. They gain knowledge on the full suite of service capabilities CLA can provide. You will perform the detail financial due diligence, collect and analyze financial data to detect errors in financial reporting, and summarize key accounting policies and detect key issues which may impact transaction value or client risk. You will help build detailed analysis and reports based on findings to be delivered to the client under tight deadlines while maintaining highest quality standards. You will support multiple engagements on time and within budget, identifying issues and communicating progress and results to supervisors. You will complete assigned portions of engagements with consistency and accuracy and within tight time frames. You may begin to direct small quality of earnings projects at the two-year level.

Requirements

Bachelor's degree in Accounting, Finance, or related field required.
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

Nice To Haves

Exposure to financial statement preparation, audits, and reviews preferred
Working towards CFA, CPA or other post-graduate degree or relevant industry/service certification

Responsibilities

Performs ad hoc analysis under tight deadlines.
Performs original financial statement modeling with a high degree of accuracy.
Writes reports on findings for communication to the client and their advisors.
Performs the detail financial due diligence.
Collects and analyzes financial data to detect errors in financial reporting.
Summarizes key accounting policies and detects key issues which may impact transaction value or client risk.
Helps build detailed analysis and reports based on findings to be delivered to the client under tight deadlines while maintaining highest quality standards.
Supports multiple engagements on time and within budget, identifying issues and communicating progress and results to supervisors.
Completes assigned portions of engagements with consistency and accuracy and within tight time frames.
May begin to direct small quality of earnings projects at the two-year level.