Deal Services Associate - Winter 2027 - Western WA

CLA (CliftonLarsonAllen)•Bellevue, WA
•$58,400 - $90,000

About The Position

CLA is seeking a Deal Services Associate for its Bellevue, Washington location. The role participates in quality of earnings due diligence engagements related to acquisitions by private equity investor groups and strategic corporate buyers. It involves analyzing target companies’ financial and operational results by reviewing accounting records and interviewing management; preparing and evaluating pro forma financial information; assessing how seasonality and cyclicality affect cash flow requirements; conducting industry and company research; and correlating due diligence findings with client valuations.

Requirements

  • Bachelor’s degree in Accounting, Finance, or a related field.
  • General knowledge of accounting principles and financial data reporting.
  • Willingness to learn new technologies.
  • Proficiency with Microsoft Windows and Office products.
  • Reliable transportation and willingness to travel to client sites.

Nice To Haves

  • A degree in Accounting or Finance is strongly preferred.
  • Eligibility to sit for the CFA, CPA, or another postgraduate degree or relevant industry/service certification is a plus.

Responsibilities

  • Participate in quality of earnings due diligence engagements related to acquisitions by private equity investor groups and strategic corporate buyers.
  • Analyze targets’ financial and operational results by reviewing accounting records and conducting interviews with management.
  • Prepare and evaluate pro forma financial information.
  • Evaluate the effects of seasonality and cyclicality on cash flow requirements.
  • Perform industry and company research.
  • Correlate due diligence findings with client valuations.

Benefits

  • Flexible PTO
  • Up to 12 weeks of paid parental leave
  • Paid volunteer time off
  • Customized mental health programs
  • Comprehensive medical coverage
  • Quarterly wellness stipend
  • Fertility benefits
  • Health, dental, and vision coverage
  • 401(k)
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