Associate, Valuation
CLA (CliftonLarsonAllen) · Minneapolis, Minnesota, United States
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.
About the role:
CLA is looking to hire an Associate for our Valuation practice in our Minneapolis, MN office. This role supports valuation engagements by performing financial analyses, assisting in model development, and contributing to client deliverables.
As an Associate in Valuation, your duties will include:
Valuation Execution & Technical Analysis
- Perform financial analysis and transactional modeling to support valuation assignments.
- Apply income, market, and cost/asset approaches to value business enterprises, intellectual property, intangible assets, and securities.
- Assist in the valuation of common and preferred stock, debt instruments, options, warrants, and embedded derivatives.
- Assist in preparing valuation analyses for business entities, securities, and intangible assets under supervision.
- Draft sections of valuation reports that clearly communicate technical findings and support strategic conclusions.
Litigation & Cross‑Functional Support
- Support valuation components of forensic, litigation, and investigative assignments, including economic damages and regulatory matters.
- Contribute to valuation support for Assurance and Tax teams through data gathering, preliminary modeling, and documentation.
Collaboration & Mentorship
- Collaborate with team members to resolve valuation‑related questions and ensure consistency in deliverables.
- Collaborate with team members and seek mentorship to enhance technical and consulting capabilities.
- Engage in training sessions and internal initiatives to build valuation expertise and consulting acumen.
Innovation & Process Improvement
- Contribute to the development and testing of automation tools to streamline valuation workflows and improve analytical efficiency.
Compliance & Documentation
- Maintain organized workpapers and adhere to professional standards, documentation protocols, and confidentiality requirements.
What you will need:
- Bachelor's degree in Accounting, Finance, or related field required.
- Prior experience in valuation or financial consulting preferred.
- Progress toward ABV, ASA, CVA, or related certification preferred.
- Working towards CFA, CPA or other post-graduate degree or relevant industry/service certification
- Proficiency in financial modeling and valuation techniques.
- Familiarity with valuation standards and complex financial instruments.
- Proficiency in Microsoft Windows and Office products (Word, Excel, Outlook, etc.) required
- This 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.
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.
The compensation range for this position in Minnesota is: $61,000-105,000
#LI-SK1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
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.