CAAS Senior Associate - Forecasting

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.

Our Perks:

• 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

CLA is currently seeking an CAAS Senior Associate to join our Colorado office.

Forecasting Senior Responsibilities:

• Prepare technically correct forecast and projection models using Microsoft Excel
• Develop and maintain the integrity of those models over the life of each project
• Document review and due diligence work
• Coordinate projects with forecast team members
• Work collaboratively and proactively with external clients, finance professionals, and legal counsels
• Research client information using internal and public resources
• Ensure compliance with the governing structure of the organization and all legal documents and agreements
• Research and summarize authoritative accounting and other professional literature
• Proactively analyze increasingly complicated bond transactions
• Flexibility to work through ever-evolving bond structures based on market demand
• Balance competing schedules, often with multiple conflicts and overlapping deadlines
• Timely responsiveness to requests for information from both internal team members and external colleagues
• Track and meet scheduled deadlines
• Process information quickly and accurately
• Provide recommendations for alternative courses of action
• Anticipate and meet or exceed client expectations
• Perform other special projects, as assigned

What you will need:

• Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
• 2 years of relevant accounting and/or financial experience is required.
• Ability to travel to client sites that may also require overnight travel.

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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 Colorado is: $70,900.00 to $117,000.00

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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.