We are seeking a
Senior Associate to join our growing
Transaction Advisory Services (TAS) practice. The TAS Senior Associate plays a key role in supporting and executing financial due diligence engagements for mergers, acquisitions, divestitures, and other transaction-related matters. This role requires strong analytical skills, a solid accounting foundation, and the ability to manage multiple priorities while working closely with Managers and Partners.
The Senior Associate is expected to be highly hands-on, client-facing, and increasingly responsible for reviewing junior staff work and contributing to engagement planning.
Key ResponsibilitiesTransaction Execution & Analysis- Perform buy-side and sell-side financial due diligence procedures
- Prepare Quality of Earnings (QoE), Net Working Capital, Cash Flow, and Debt-like Items analyses
- Analyze historical financial statements and identify key trends, risks, and transaction considerations
- Assist in drafting client-ready diligence reports and presentations
- Support purchase agreement considerations, including working capital targets and closing mechanisms
Engagement & Client Management- Support Managers and Supervisors with engagement execution, timelines, and deliverables
- Participate in client meetings and assist with presenting findings
- Coordinate data requests and manage data rooms
- Collaborate with investment bankers, legal teams, and internal tax professionals
Supervision & Development- Guide and review work performed by Associates
- Provide coaching and on-the-job training to junior team members
- Ensure workpapers are complete, accurate, and properly documented
Firm & Practice Support- Assist with proposal preparation and business development efforts
- Participate in recruiting, training, and internal initiatives
- Stay current on accounting standards, transaction trends, and industry developments
Qualifications- Bachelor's degree in Accounting, Business or Finance from an accredited college/university required
- CPA license required or in progress
- 3-4 years of experience in transaction advisory, audit, or related financial advisory services
- Experience in a CPA firm or professional services environment
- Strong knowledge of U.S. GAAP and financial statement analysis
- Hands-on experience with QoE, working capital, and cash flow analyses
- Proficient with MS Office Suite and data analytics tools
- Hands-on experience with buy-side and sell-side due diligence
- Experience supporting M&A transactions a plus
- Strong project management and communication skills
- Ability to balance multiple engagements and deadlines
- Demonstrates strong initiative and the ability to adapt to new challenges and concepts
- Interest in long-term growth within Transaction Advisory Services
- This role requires flexibility to travel when business needs arise
Compensation & Benefits:Compensation will be dependent upon the specific role, office location as well as the individual's qualifications, experience, skills, and certifications.
At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:
- Medical, Dental, and Vision plans
- Basic Life, AD&D, and Voluntary Life Insurance
- 401(k) plan and Profit-Sharing program
- Flexible Spending & Health Saving accounts
- Employee Assistance, Wellness, and Work-life programs
- Commuter & Parking benefits programs
- Inclusive Parental Leave Benefits
- Generous Paid Time Off (PTO)
- Paid Firm Holidays
- Community & Volunteering programs
- Recognition & Rewards programs
- Training & Certification programs
- Discretionary Performance Bonus
*Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.
Applicants must be currently authorized to work in the United States on a full-time basis. We are
unable to provide visa sponsorship now or in the future.
To all staffing agencies: PKF O'Connor Davies, LLC ("PKFOD")
will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.
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