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
- Participate in 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
- Demonstrated 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.