Transaction Services Associate
CLA (CliftonLarsonAllen), Charlotte, North Carolina, United States, 28245
Join to apply for the
Transaction Services Associate
role at
CLA (CliftonLarsonAllen)
At
CLA
we create inspired careers. We recognize that not everyone wants to grow their career in the same way. That’s why CLA exists to create opportunities. We promise to know you and help you.
CLA is hiring a
Transaction Services Associate
in our Charlotte, NC offices. This opportunity provides growth and leadership in a fast‑paced environment, perfect for individuals who want opportunity, growth and new challenges.
The Associate will work closely with our clients and team members, providing financial and operational analysis in connection with buy‑side and sell‑side quality of earnings due diligence engagements. By analyzing financial, commercial and operational data, the individual will provide insights to key decision‑makers that help them increase value and reduce the risks and uncertainty inherent in transactions.
The individual will help identify key value drivers, challenge assumptions about future performance, search for and advise on hidden value, and work with CLA service teams to deliver an integrated approach to clients before, during and after the transaction. The individual will perform engagements supported by Principals and Managers who will educate, train, and promote a great working environment. CLA continues to grow its practice, and the selected candidate will have room for continued advancement and promotion throughout their career.
Primary Responsibilities
Participate in quality of earnings due diligence engagements related to acquisitions by private equity investor groups and strategic corporate buyers.
Analyze financial/operational results of targets through reviewing accounting records and conducting interviews with management.
Prepare/evaluate pro forma financial information.
Evaluate effects of seasonality and cyclicality on cash flow requirements.
Perform industry and company research; correlate due diligence findings with client valuations.
Minimum Requirements
Bachelor’s degree in Accounting, Finance, or a related field.
Eligible to sit for the CPA exam, per state requirements.
Exemplify our CLA values – curious, collaborative, transparent, inclusive, and reliable.
Passion for doing impactful work, accountability for actions, initiative to make visions a reality, integrity that places honesty and trust above all else, professionalism, and conscientiousness.
Strong verbal/written communication and interpersonal skills.
General knowledge of accounting principles and/or regulations impacting each engagement or project and reporting of financial data.
Willingness to learn new technologies.
Proficient with Microsoft (MS) Windows and Office products.
Reliable transportation and ability to travel to client sites.
Less than one year of experience in public accounting.
Our Perks
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
Complete list of benefits here
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well‑being and offer comprehensive benefit options that include health, dental, vision, 401(k) and much more.
To view a complete list of benefits click here.
Seniority level Entry level
Employment type Full-time
Job function Finance and Sales
Industries Accounting
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Transaction Services Associate
role at
CLA (CliftonLarsonAllen)
At
CLA
we create inspired careers. We recognize that not everyone wants to grow their career in the same way. That’s why CLA exists to create opportunities. We promise to know you and help you.
CLA is hiring a
Transaction Services Associate
in our Charlotte, NC offices. This opportunity provides growth and leadership in a fast‑paced environment, perfect for individuals who want opportunity, growth and new challenges.
The Associate will work closely with our clients and team members, providing financial and operational analysis in connection with buy‑side and sell‑side quality of earnings due diligence engagements. By analyzing financial, commercial and operational data, the individual will provide insights to key decision‑makers that help them increase value and reduce the risks and uncertainty inherent in transactions.
The individual will help identify key value drivers, challenge assumptions about future performance, search for and advise on hidden value, and work with CLA service teams to deliver an integrated approach to clients before, during and after the transaction. The individual will perform engagements supported by Principals and Managers who will educate, train, and promote a great working environment. CLA continues to grow its practice, and the selected candidate will have room for continued advancement and promotion throughout their career.
Primary Responsibilities
Participate in quality of earnings due diligence engagements related to acquisitions by private equity investor groups and strategic corporate buyers.
Analyze financial/operational results of targets through reviewing accounting records and conducting interviews with management.
Prepare/evaluate pro forma financial information.
Evaluate effects of seasonality and cyclicality on cash flow requirements.
Perform industry and company research; correlate due diligence findings with client valuations.
Minimum Requirements
Bachelor’s degree in Accounting, Finance, or a related field.
Eligible to sit for the CPA exam, per state requirements.
Exemplify our CLA values – curious, collaborative, transparent, inclusive, and reliable.
Passion for doing impactful work, accountability for actions, initiative to make visions a reality, integrity that places honesty and trust above all else, professionalism, and conscientiousness.
Strong verbal/written communication and interpersonal skills.
General knowledge of accounting principles and/or regulations impacting each engagement or project and reporting of financial data.
Willingness to learn new technologies.
Proficient with Microsoft (MS) Windows and Office products.
Reliable transportation and ability to travel to client sites.
Less than one year of experience in public accounting.
Our Perks
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
Complete list of benefits here
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well‑being and offer comprehensive benefit options that include health, dental, vision, 401(k) and much more.
To view a complete list of benefits click here.
Seniority level Entry level
Employment type Full-time
Job function Finance and Sales
Industries Accounting
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