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Transaction Services Senior

Company: CliftonLarsonAllen
Location: Beverly Hills
Posted on: November 18, 2022

Job Description:

At CLA we create inspired careers.We recognize that not everyone wants to grow their career paths in the same way. That's why CLA exists to create opportunities.CLA is looking to add a Senior - Transaction Services member to our Los Angeles, CA office family.The Senior (Transaction Advisory/Deal Services) specifically provides financial due diligence, Quality of Earnings and mergers & acquisitions advisory consulting services to clients who are engaging in merger & acquisition activity, while building client relationships and assuring continued close personal attention to client needs. The Senior is responsible for identifying, quantifying, and communicating key deal issues and communicating the impact to clients in a timely and effective manner, both verbally and in a formal written report. The Senior is also responsible for training and coaching new staff members in preparation to take on more complex assignments and additional engagements. The Senior demonstrates project leadership qualities by assuming supervisory role, and delegating work effectively, managing associate capacity and hours commitments. Schedules tend to be highly variable and demanding over multiply simultaneous projects making time management and accuracy under pressure essential skills for success. Service Specialization: Clients may be in any industry with a need for a technical expert, or the Senior 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. S/he has a deep knowledge of the full suite of service capabilities CLA can provide and is capable of bringing their particular service to any client (knowing when to bring in other internal specialists). SAS/Transaction Advisory/Deal Services: Performs the detail work of financial due diligence, lead client calls, review associate work, and other transaction deal services for clients. S/he collects and analyzes data to detect key financial risks in mergers & acquisitions. S/he helps build original detailed reports on due diligence findings for communication to clients. Supports multiple client engagements of varying size and complexity, on time and within budget, and communications progress and results to supervisors. Keep manager/principal aware of engagement status and problem areas. Completes assigned portions of engagements with consistency and accuracy and within tight time frames. Proactively interact and communicate with clients and other advisors to gather information to ensure timely engagement wrap-up. Analyze and review complex areas/transactions as well as prepare Quality of Earnings and related reports. Directing and leading engagements at the two-year level. Supervisory: Schedule, delegate, and review the work of Associates. Supervise, train, and mentor Associates.RequirementsExperience Two years of experience as an Associate or equivalent industry/service experience.Education Bachelor's degree in Accounting, Finance, or related field.Certifications / Licenses Eligible to sit for CPA or other post-graduate degree or relevant industry/service certification.Technical CompetenciesGeneral knowledge of accounting principles and/or regulations impacting each engagement or project, financial markets, analysis and reporting of financial data. Business writing and communication. Understand internal software systems including Pfx Engagement, Microsoft Team, etc. Proficiency with Microsoft (MS) Windows and Office products.Travel RequirementsThis position requires frequent local travel to/from client sites and may require occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes.#LI-RC1CLA exists to create opportunities for our people, our clients, and our communities. We are a proud equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity/expression, disability status, protected veteran status, national origin, or any other characteristic protected by law.Click here to learn about your hiring rights.SummaryLocation: Century City, CAType: Full time

Keywords: CliftonLarsonAllen, Beverly Hills , Transaction Services Senior, Other , Beverly Hills, California

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