Principal - Transaction Advisory - Deal Services
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. Our Perks: Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here CLA is currently seeking a Principal in our Transaction Advisory / Deal Services practice. This role contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership. You’ll lead high-impact engagements, deliver strategic insights, and build lasting client relationships. How you'll create opportunities in this role: Client Advisory: Lead client engagements, resolve transaction issues, and deliver Quality of Earnings and due diligence reports. Technical Oversight: Review work of associates and seniors, ensure quality and risk mitigation, and analyze complex financial transactions. Service Expertise: Act as a subject matter expert across industries, leveraging deep knowledge of CLA’s service offerings. Leadership & Development: Mentor staff, manage engagement teams, and foster a culture of excellence and growth. Business Growth: Drive business development, expand client relationships, and ensure profitable delivery of services.
Requirements
- 10+ years in professional services, public accounting, or transaction advisory.
- Bachelor’s degree in Accounting, Finance, or related field.
Nice To Haves
- CPA, CFA, or other relevant credentials preferred.
Responsibilities
- Lead client engagements, resolve transaction issues, and deliver Quality of Earnings and due diligence reports.
- Review work of associates and seniors, ensure quality and risk mitigation, and analyze complex financial transactions.
- Act as a subject matter expert across industries, leveraging deep knowledge of CLA’s service offerings.
- Mentor staff, manage engagement teams, and foster a culture of excellence and growth.
- Drive business development, expand client relationships, and ensure profitable delivery of services.
Benefits
- Flexible PTO
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
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What This Job Offers
Job Type
Full-time
Career Level
Principal
Number of Employees
5,001-10,000 employees
