Senior Analyst - Post Merger Integration

CLA (CliftonLarsonAllen) • Boston, MA

10d • $80,000 - $155,000 • Hybrid

About The Position

CLA is looking to hire a Senior Analyst - Post Merger Integration for our Deal Services practice. This role supports private equity-backed and growth-oriented companies through financial professionalization, post-close integration, and accounting transformation initiatives. The Senior will assist clients with financial transformation projects, opening balance sheet and closing balance sheet activities, accounting clean-up efforts, close process improvements, ERP and reporting enhancements, and other finance organization initiatives that help companies scale after receiving institutional capital.

Requirements

• 2 years of experience as an Associate in an equivalent industry/service
• Bachelor’s degree in accounting, finance, or related field required.
• General knowledge of accounting principles and/or regulations impacting each engagement or project, financial markets, analysis and reporting of financial data
• Understanding of internal software systems including Pfx Engagement, Microsoft Teams, and Microsoft Windows and Office

Nice To Haves

• 3-5 years of audit, accounting advisory, CAAS, transaction advisory, or finance consulting experience preferred
• Working towards CFA, CPA or other post-graduate degree or relevant industry/service certification
• Strong balance sheet and financial statement experience preferred
• Experience preparing or reviewing account reconciliations and month-end close activities preferred
• Exposure to acquisition(s) and private equity preferred, (opening balance sheets, purchase accounting, carve-outs, integrations, a significant plus)
• Experience with ERP systems, reporting tools, and financial process improvement initiatives is a plus
• Experience supporting month-end close, financial reporting, accounting operations, or integration-related activities preferred

Responsibilities

• Assist clients with financial professionalization initiatives, including month-end close optimization, reporting process improvements, account reconciliations, accounting policy implementation, and finance function transformation.
• Support accounting engagements related to applying the relevant accounting guidance to acquisitions, recapitalizations, carve-outs, and other transaction events.
• Prepare, analyze, and validate balance sheet schedules, account reconciliations, and supporting documentation.
• Perform detailed data analysis and financial review procedures to identify inconsistencies, cut off issues, revenue recognition departures, risks, and areas requiring remediation.
• Support finance integration activities across acquired businesses, including chart of accounts alignment, reporting standardization, process documentation, and identification of workflow modifications to improve accuracy and timing of financial results.
• Assist clients in designing and implementing scalable month-end close processes, including close calendars, reconciliation processes, supporting schedules, reporting timetables, and accounting controls.
• Assist in development of management reporting packages, KPI dashboards, lender reporting, cash flow forecasting, and other financial reporting tools used by management and investors.
• Assist with ERP implementations, financial system enhancements, reporting automation efforts, and data validation activities.
• Manage multiple client workstreams simultaneously while meeting deadlines in fast-paced environments.
• Communicate project status, issues, and recommendations clearly to engagement leaders and client stakeholders.
• Collaborate with client accounting personnel, external auditors, and other advisors to ensure timely completion of project objectives.
• Prepare client-ready analyses, project documentation, status reports, and implementation deliverables.
• Train, coach, and mentor other family members on standardized templates, team processes, and client service expectations.
• Demonstrate ownership of assigned workstreams while proactively identifying risks, issues, and opportunities for improvement.
• Support engagement leaders in managing project plans, budgets, timelines, and client communications.
• Assist in the continuing development of tools for the team.

Benefits

• health
• dental
• vision
• 401k

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level