Transaction Services Associate

Join to apply for the Transaction Services Associate role at CLA (Clifton Larson Allen )

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.

• 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.

• 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.

• 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

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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 .

Entry level

Full-time

Finance and Sales

Accounting