Senior, Deal Services

CLA (CliftonLarsonAllen)•Houston, TX

About The Position

CLA is seeking a Senior for its Deal Services practice. The role provides financial due diligence, Quality of Earnings, and mergers and acquisitions advisory consulting to clients engaged in M&A activity. The Senior builds client relationships, maintains close attention to client needs, and identifies, quantifies, and communicates key deal issues and their impact in a timely and effective manner, both verbally and in formal written reports. The position performs detailed financial due diligence, leads client calls, reviews Associate work, and supports other transaction deal services. It involves gathering and analyzing data to identify financial risks, preparing detailed due diligence and Quality of Earnings reports, and supporting multiple engagements of varying size and complexity on time and within budget. The Senior communicates engagement progress and results to supervisors, keeps managers and principals informed of status and problem areas, and interacts proactively with clients and other advisors to gather information and complete engagements. The role also includes directing and leading engagements at the two-year level. The Senior schedules, delegates, and reviews Associate work and supervises, trains, coaches, and mentors Associates as they prepare for more complex assignments and additional engagements. The position demonstrates project leadership through effective delegation and management of Associate capacity and hours commitments. Service specialization may be industry-focused or centered on a particular service, with deep knowledge of CLA’s service capabilities and awareness of when to involve other internal specialists.

Requirements

Bachelor’s degree in accounting, finance, or a related field.
Two years of experience as an Associate in an equivalent industry or service.
Working toward a CFA, CPA, other postgraduate degree, or relevant industry/service certification.
General knowledge of accounting principles and/or regulations that affect engagements or projects.
General knowledge of financial markets and the analysis and reporting of financial data.
Understanding of internal software systems, including Pfx Engagement, Microsoft Teams, Microsoft Windows, and Microsoft Office.

Responsibilities

Perform detailed financial due diligence and other transaction deal services for clients involved in mergers and acquisitions.
Lead client calls and proactively communicate with clients and other advisors to gather information and support timely engagement completion.
Collect and analyze data to identify and quantify key financial risks and deal issues.
Prepare detailed due diligence, Quality of Earnings, and related reports communicating findings to clients.
Support multiple engagements of varying size and complexity, completing assigned work accurately, consistently, on time, and within budget.
Communicate engagement progress and results to supervisors and keep managers and principals informed of engagement status and problem areas.
Review Associate work and analyze complex areas and transactions.
Direct and lead engagements at the two-year level.
Schedule, delegate, and review Associate work; manage Associate capacity and hours commitments.
Supervise, train, coach, and mentor Associates preparing for more complex assignments and additional engagements.
Develop deep knowledge of a particular service and CLA’s service capabilities, recognizing when other internal specialists should be involved.
Build client relationships and attend closely to client needs.