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Deal Services Associate - PE Due Diligence

Job in Bellevue, King County, Washington, 98009, USA
Listing for: CliftonLarsonAllen Wealth Advisors, LLC
Full Time position Listed on 2026-11-13
Job specializations:
Salary/Wage Range or Industry Benchmark: 58000 - 90000 USD Yearly USD 58000.00 90000.00 YEAR

Job Description & How to Apply Below

Clifton Larson Allen  Wealth Advisors, LLC in Bellevue, WA seeks a Deal Services Associate for Winter 2027 to support QOE due diligence and financial analysis for acquisitions. You will review records, interview management, and prepare pro forma financial information to inform client valuations.

The role requires a bachelor’s in accounting/finance, strong accounting knowledge, and willingness to travel to client sites; CFA/CPA or related cert is a plus. Strong MS Office skills are expected.

Consider building your career as a Deal Services Associate - PE Due Diligence at Clifton Larson Allen  Wealth Advisors, LLC.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Deal Services Associate - PE Due Diligence role in the description above.

We appreciate your interest in this position.

Position Requirements

10+ Years work experience
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