Transaction Advisory Services (TAS) Senior Associate
About the role
The Senior Associate will play 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.
Key Responsibilities
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
Aid in drafting client-ready diligence reports and presentations
Support purchase agreement considerations, including working capital targets and closing mechanisms
Engage with investment bankers, legal teams, and internal tax professionals
Collaborate with Managers and Supervisors with engagement execution, timelines, and deliverables
Support client meetings and assist with presenting findings
Manage data requests and coordinate data rooms
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
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
Must be able to work in the office a minimum of 3 days per week
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
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
Compensation & Benefits
The compensation for this position ranges from $85,000 - $115,000. 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.
PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.