Associate, Deal Services

CliftonLarsonAllen • Chicago, IL

2d

About The Position

CLA is hiring an Associate for its Deal Services practice. The role performs financial Quality of Earnings work, due diligence, Excel-based financial analysis, and other consultative services for clients buying or selling a business or considering merger and acquisition activity. Associates conduct financial analysis and modeling, prepare reports, and support transaction advisory engagements across industries or within a specialized service area. They analyze financial data, identify reporting errors and transaction-related issues, summarize accounting policies, and prepare client deliverables under tight deadlines while maintaining quality and budget standards. Associates support multiple engagements, communicate progress and results to supervisors, and 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 affecting engagements or projects.
• Understanding of financial markets and the 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, postgraduate degree, or relevant industry or 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 for transaction advisory and Deal Services engagements.
• 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 for clients while meeting 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, accurately, and within tight time frames.
• Potentially direct small Quality of Earnings projects at the two-year level.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level