Senior Analyst - Post Merger Integration

CLA 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.

CLA is looking to hire a Senior Analyst - Post Merger Integration for our Deal Services practice. This role supports private equity-backed and growth-oriented companies through financial professionalization, post-close integration, and accounting transformation initiatives. The Senior will assist clients with financial transformation projects, opening balance sheet and closing balance sheet activities, accounting clean-up efforts, close process improvements, ERP and reporting enhancements, and other finance organization initiatives that help companies scale after receiving institutional capital.

• Assist clients with financial professionalization initiatives, including month-end close optimization, reporting process improvements, account reconciliations, accounting policy implementation, and finance function transformation.
• Support accounting engagements related to applying the relevant accounting guidance to acquisitions, recapitalizations, carve-outs, and other transaction events.
• Prepare, analyze, and validate balance sheet schedules, account reconciliations, and supporting documentation.
• Perform detailed data analysis and financial review procedures to identify inconsistencies, cut off issues, revenue recognition departures, risks, and areas requiring remediation.
• Support finance integration activities across acquired businesses, including chart of accounts alignment, reporting standardization, process documentation, and identification of workflow modifications to improve accuracy and timing of financial results.
• Assist clients in designing and implementing scalable month-end close processes, including close calendars, reconciliation processes, supporting schedules, reporting timetables, and accounting controls.
• Assist in development of management reporting packages, KPI dashboards, lender reporting, cash flow forecasting, and other financial reporting tools used by management and investors.
• Assist with ERP implementations, financial system enhancements, reporting automation efforts, and data validation activities.
• Manage multiple client work streams simultaneously while meeting deadlines in fast-paced environments.
• Communicate project status, issues, and recommendations clearly to engagement leaders and client stakeholders.
• Collaborate with client accounting personnel, external auditors, and other advisors to ensure timely completion of project objectives.
• Prepare client-ready analyses, project documentation, status reports, and implementation deliverables.

• Train, coach, and mentor other family members on standardized templates, team processes, and client service expectations.
• Demonstrate ownership of assigned work streams while proactively identifying risks, issues, and opportunities for improvement.
• Support engagement leaders in managing project plans, budgets, timelines, and client communications.
• Assist in the continuing development of tools for the team.

• 2 years of experience as an Associate in an equivalent industry/service
• 3-5 years of audit, accounting advisory, CAAS, transaction advisory, or finance consulting experience preferred
• Bachelor’s…