Associate, Deal Services
CliftonLarsonAllen Wealth Advisors, LLC
Associate, Deal Services### Associate, Deal ServicesApply: New York City, NY: Full time: Posted Today: R18347CLA 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. About the role:CLA is looking to hire an Associate for our Deal Services practice. This role performs financial Quality of Earnings, due diligence, excel financial analysis, and other consultative services for clients who are buying a business, selling a business, or otherwise contemplating some type of merger & acquisition activity. As an Associate in Deal Services, your duties will include:* Financial Analysis: Performs ad hoc analysis under tight deadlines. Performs original financial statement modeling with a high degree of accuracy. Writes reports on findings for communication to the client and their advisors.* Service Specialization: Clients may be in any industry with a need for a technical specialist or may be industry focused. Service specialists focus development within a particular service (and sometimes a secondary service). These individuals possess a deep knowledge of a service first and foremost, which transcends multiple industries or one particular industry. They gain knowledge on the full suite of service capabilities CLA can provide.* Transaction Advisory/Deal Services: Performs the detail financial due diligence. Collects and analyzes financial data to detect errors in financial reporting. Summarizes key accounting policies and detects key issues which may impact transaction value or client risk. Helps build detailed analysis and reports based on findings to be delivered to the client under tight deadlines while maintaining highest quality standards. Supports multiple engagements on time and within budget, identifying issues and communicating progress and results to supervisors. Completes assigned portions of engagements with consistency and accuracy and within tight time frames. May begin to direct small quality of earnings projects at the two-year level. What you will need:* Bachelor's degree in Accounting field required.* Exposure to financial statement preparation, audits, and reviews preferred* Working towards CFA, CPA or other post-graduate degree or relevant industry/service certification* 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* 1 year with audit and/or Quality of Earnings experience is a strong preference Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. The compensation range for this position in New York is: $72,000-110,000 #LI-SK1 #J-18808-Ljbffr
$84k - $202k
...The Opportunity As a Strategy& Deals Strategy Private Equity - Senior Associate Intern, you will engage in supporting our clients through the complexities... ...provides strategic advice, due diligence, and valuation services to help clients make informed decisions and maximize...SuggestedSummer workInternshipH1b$84k - $202k
...The Opportunity As a Strategy& Deals Strategy Senior Associate Intern you will support client-focused strategy work across deal strategy, diligence... ...degree At least 3 years of experience Client service Senior Associate intern positions are for job seekers who...SuggestedSummer workInternshipH1b$84k - $202k
...The Opportunity As a Delivering Deal Value (DDV) Senior Associate Intern you will support work across deal value creation, integration planning, and... ...degree At least 3 years of experience Client service Senior Associate intern positions are for job seekers who...SuggestedSummer workInternshipH1b$96.8k - $159.6k
.... Benefiting from EY’s full spectrum of services, we’ve reimagined strategic consulting to... ...Companies looking for local and global deals face strong competition for quality assets... ...decision at the right price.As a Senior Associate with EY-Parthenon’s Deals - Financial...SuggestedWork experience placementSummer holidayWork at officeLocal areaFlexible hours$175k - $225k
...for a culture that puts its clients and associates first: a culture where everyone belongs,... ...for the KBW Investment Banking Financial Services Group develops financial models and... ...project manager on teams to manage the deal process from origination to closeDevelop...SuggestedWork experience placementFlexible hours$63k - $140k
...ApplicableSpecialismValuationManagement LevelAssociateJob Description & SummaryThe OpportunityAs a Deals Valuation - Tangible Assets Experienced Associate, you will provide analysis and valuation services for mergers, acquisitions, and other financial transactions, helping clients make...Full timeH1b$77k - $202k
...DiligenceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Deals - FDD Contracts and Closing Mechanisms - Senior Associate, you will provide strategic advice and business diligence services to clients navigating mergers, acquisitions, and divestitures. You...Full timeH1b$95k - $160k
...Valuation AdvisoryIndustry:Transaction Advisory Services OverviewHoulihan Lokey, Inc. (NYSE:HLI)... ...in middle-market M&A transactions, our deals experts provide candid, unbiased, and... ...growing. We are looking for a new associate.Our AFR advisory team works closely with...Full timeWorldwide$77k - $202k
...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Deals - CMAAS Project Management Advisory - Senior Associate you will support client service engagements focused on...Full timeH1b$120k - $145k
...Valuation AdvisoryIndustry:Transaction Advisory Services OverviewHoulihan Lokey, Inc. (NYSE:HLI)... ...in middle-market M&A transactions, our deals experts provide candid, unbiased, and... ...Job Purpose:The open position is for an associate based in our Atlanta, Boston, Chicago,...Full timeWork at officeWorldwide- ...career in Advisory.KPMG is currently seeking a Senior Associate in Financial Due Diligence for our Deal Advisory practice. Responsibilities : Participate in... ...due diligence assistance, and accounting advisory services including IPO assistance, carve-outs, restructuring...H1bLocal area
$145k - $175k
## Associate, Services - Investment BankingApplylocations: Chicago, IL: New York, NYtime type: Full timeposted on: Posted Yesterdayjob requisition... ...business development, and helping manage key aspects of the deal process.This position offers an opportunity to gain...Work at officeLocal areaFlexible hours$200k - $250k
...This Role As an Associate in our Private Equity group, you will work on high-impact deals while using AI agents to streamline the drafting, diligence, and execution... ...efficient, precise, and data-driven legal services. Our practice embraces the use of AI to reduce...Relocation$77k - $202k
...Financial Due Diligence Management Level Senior Associate Job Description & Summary The Opportunity As a Deals - FDD Healthcare Revenue Analytics - Senior... ...strategic advice and business diligence services to clients in their mergers, acquisitions, and...Full timeH1b$95k - $97k
...Senior Associate Our Vision: To make New York City the global model for inclusive innovation... ...: NYCEDC's Real Estate Transaction Services Group (RETS): RETS is the City's primary... ...advanced knowledge of real estate finance and deal structuring to support strategic decision...Temporary workSummer workFlexible hours$75k - $105k
...Associate, Client Success, Sotheby's Financial Services New York, United States Established in 1744, Sotheby's promotes access and ownership of exceptional... .../identity, corporate documents, and insurance) Deal Management Monitor active loan portfolio to minimize...Local area- Job Summary Santriya Technologies is seeking an AI Deal Execution & Pitchbook Associate to support origination and execution through AI-assisted drafting... ...more company products, client solutions or operational services. The approved product documentation, SOPs, policies,...Shift work
- EY-Parthenon, part of EY, seeks a Senior Associate-Consultant in Strategy and Execution to support... ...operational projects for financial services clients in a fast-paced, global environment... ...ideas, with exposure to pre- and post-deal engagements. Based in New York or Chicago...
$77.7k - $146.9k
...We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world... ...’s why there’s nowhere like RSM. The Position As a senior associate in RSM’s growing Financial Services Risk Consulting Practice,...Full timeWork experience placementInternshipLocal areaRemote work$130k - $200k
...paper. Benefiting from EY’s full spectrum of services, we’ve reimagined strategic consulting to... ...you to shape your future with confidence.Deal Management - Health works on the most... ...people.Your key responsibilitiesAs a Senior Associate/Consultant in Deal Management - Health,...Work experience placementSummer holidayImmediate startFlexible hours- ...Investor Relations Associate, Financial Services & Fintech Location: NYC or Norwalk CT offices Hybrid ICR, one of the most highly-regarded strategic... ...and timelines for projects, investor conferences, non-deal roadshows, analyst days and other major events. Develop client...Work experience placementInternshipWork at office
$77k - $202k
...ApplicableSpecialismValuationManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Deals Valuation - Financial Analytics & Derivatives (FAD) - Senior Associate, you will help clients evaluate financial transactions within our Advisory practice, applying...Full timeH1b$85k - $120k
...team with the stability of a global leader. We are looking for an experienced analyst to join our Client Analytics Services team. As a Senior Associate, you will be the bridge between our industry-specific product and our customer’s strategic goals. You’ll act as a strategic...Work at officeLocal areaRemote workWork from home3 days per week$89.7k - $132k
...force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the... ..., let's write the story of your success!The RoleSenior Associates with our Valuation practice serve as members of various client...Full timeH1bLocal areaWork visa$104.88k - $198.15k
...consider a career in Advisory.KPMG is currently seeking a Senior Associate to join our KPMG Strategy practice. Responsibilities:Lead and... ..., financial analysis, mergers and acquisitions, transaction services, advisory or public accountingMaster's degree from an accredited...H1bLocal area- ...to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.We are seeking a Senior Associate to join the Financial Services Assurance practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing...Full timeLocal area
$99.9k - $225.4k
...cycle as we help our clients prepare to transition to the public markets and for their interactions with Wall Street and other key service providers around a prospective transaction. Our responsibilities include: developing and aligning key stakeholders around the company...Summer holidayImmediate startFlexible hours$77.7k - $146.9k
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of... ...that’s why there’s nowhere like RSM.The PositionAs a senior associate in RSM’s growing Financial Services Risk Consulting Practice,...Full timeWork experience placementInternshipLocal areaRemote work$81.13k - $164.57k
...investment in our people, our future, and what we stand for as a firm.KPMG is currently seeking a Senior Associate, Corporate Compliance and Transformation Services to join our Global Compliance Management Services practice.Responsibilities:Oversee assigned engagementsFacilitate...Local areaRemote work- ...it's an investment in our people, our future, and what we stand for as a firm.KPMG is currently seeking a Senior Associate in our US Legal Business Services (LBS) practice to join our growing team. LBS team members work closely with other KPMG service teams, including KPMG...Contract workH1bLocal area
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