Deal Services Associate - Summer 2027 - Northern Texas

CLA (CliftonLarsonAllen)Dallas, TX
Onsite

About The Position

CLA's Northern Texas location is seeking a Deal Services Associate. This role participates in quality of earnings due diligence engagements related to acquisitions by private equity investor groups and strategic corporate buyers. The associate will analyze financial/operational results of targets through reviewing accounting records and conducting interviews with management, prepare/evaluate pro forma financial information, and evaluate the effects of seasonality and cyclicality on cash flow requirements. The role also involves performing industry and company research and correlating due diligence findings with client valuations.

Requirements

  • Bachelor’s degree in Accounting, Finance, or related field required
  • Proficient with Microsoft (MS) Windows and Office products.
  • Reliable transportation and willingness to travel to client sites.

Nice To Haves

  • Degree in Accounting or Finance strongly preferred.
  • Eligible to sit for CFA, CPA or other post graduate degree or relevant industry/service certification a plus.
  • General knowledge of accounting principles and reporting of financial data.
  • Willingness to learn new technologies.

Responsibilities

  • Participates in quality of earnings due diligence engagement related to acquisitions by private equity investor groups and strategic corporate buyers.
  • Analyzes financial/operational results of targets through reviewing accounting records and conducting interviews with management.
  • Prepares/evaluates pro forma financial information.
  • Evaluates effects of seasonality and cyclicality on cash flow requirements.
  • Performs Industry and company research.
  • Correlates due diligence findings with client valuations.

Benefits

  • health
  • dental
  • vision
  • 401k
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