Deal Services Associate - Summer 2025 - Dallas, TX
We strive every day to exemplify our CLA values – curious, collaborative, transparent, inclusive, and reliable. We are looking for individuals who believe in accountability for one’s actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else.
CLA is dedicated to building a culture that welcomes different beliefs and perspectives, so we can truly know and help our clients, communities, and each other.
Our Dallas, TX location is seeking a Deal Services Associate.
Come and see for yourself!
Primary Responsibilities
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Participates in quality of earnings due diligence engagement related to acquisitions by private equity investor groups and strategic corporate buyers.
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Analyzes financial/operational results of targets through reviewing accounting records and conducting interviews with management.
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Prepares/evaluates pro forma financial information.
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Evaluates effects of seasonality and cyclicality on cash flow requirements.
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Performs Industry and company research. Correlates due diligence findings with client valuations.
Minimum Requirements
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Bachelor’s degree required – Degree in Accounting or Finance strongly preferred.
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Eligible to sit for CFA, CPA or other post graduate degree or relevant industry/service certification a plus.
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General knowledge of accounting principles and reporting of financial data.
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Willingness to learn new technologies.
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Proficient with Microsoft (MS) Windows and Office products.
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Reliable transportation and willingness to travel to client sites.
Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.
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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, 401k and much more.
To view a complete list of benefits click here.
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What We Do
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 7,000 people, 120 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com.
