CAAS Senior Associate - Forecasting

CliftonLarsonAllen•Denver, CO

10d•Onsite

About The Position

CLA 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.

Requirements

Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
2 years of relevant accounting and/or financial experience is required.
Ability to travel to client sites that may also require overnight travel.

Responsibilities

Prepare technically correct forecast and projection models using Microsoft Excel
Develop and maintain the integrity of those models over the life of each project
Document review and due diligence work
Coordinate projects with forecast team members
Work collaboratively and proactively with external clients, finance professionals, and legal counsels
Research client information using internal and public resources
Ensure compliance with the governing structure of the organization and all legal documents and agreements
Research and summarize authoritative accounting and other professional literature
Proactively analyze increasingly complicated bond transactions
Flexibility to work through ever-evolving bond structures based on market demand
Balance competing schedules, often with multiple conflicts and overlapping deadlines
Timely responsiveness to requests for information from both internal team members and external colleagues
Track and meet scheduled deadlines
Process information quickly and accurately
Provide recommendations for alternative courses of action
Anticipate and meet or exceed client expectations
Perform other special projects, as assigned