Senior, Deal Services

CliftonLarsonAllen•Houston, TX

About The Position

CLA is hiring 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 verbally and in formal written reports. The position performs detailed financial due diligence, leads client calls, reviews Associate work, analyzes data to identify financial risks, and helps prepare reports on due diligence findings. The Senior supports multiple engagements of varying size and complexity, communicates progress and results to supervisors, completes assigned work accurately and within tight time frames, and interacts proactively with clients and other advisors. The role also analyzes complex areas and transactions, prepares Quality of Earnings and related reports, and directs and leads engagements at the two-year level. The Senior schedules, delegates, and reviews Associate work and supervises, trains, coaches, and mentors Associates as they take on more complex assignments. The role assumes project leadership responsibilities, delegates effectively, and manages Associate capacity and hours commitments. CLA describes service specialists as having deep knowledge of their service capabilities and knowing when to involve other internal specialists. CLA is a national professional services firm with more than 8,500 people and 130 U.S. locations. Its stated purpose is to create opportunities for clients, people, and communities through industry-focused services, and it is dedicated to a culture that welcomes different beliefs and perspectives. CLA offers comprehensive benefit options intended to support employees' physical, financial, social, and emotional well-being.

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 towards a CFA, CPA, other postgraduate degree, or relevant industry/service certification.
General knowledge of accounting principles and/or regulations affecting engagements or projects.
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 financial due diligence and other transaction deal services for clients engaged in M&A activity.
Lead client calls and proactively communicate with clients and other advisors to gather information and support timely engagement wrap-up.
Collect and analyze data to identify key financial risks in mergers and acquisitions.
Identify, quantify, and communicate key deal issues and their impacts verbally and in formal written reports.
Prepare detailed reports on due diligence findings, including Quality of Earnings and related reports.
Review Associate work and analyze complex areas and transactions.
Support multiple client engagements of varying sizes and complexity, on time and within budget; communicate engagement progress and results to supervisors.
Complete assigned engagement work consistently and accurately within tight time frames, and keep the manager or principal informed of status and problem areas.
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 as they prepare for more complex assignments and additional engagements.
Build client relationships and maintain close attention to client needs.
Apply deep knowledge of Deal Services capabilities and identify when other internal specialists should be involved.