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. 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 (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
- comprehensive benefit options that include health, dental, vision, 401k and much more.
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What This Job Offers
Job Type
Full-time
Career Level
Principal
Number of Employees
5,001-10,000 employees
