Transaction Advisory Services (TAS) Senior Associate

Senior Associate – Transaction Advisory Services (TAS) 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. 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 Assist in drafting client-ready diligence reports and presentations Support purchase agreement considerations, including working capital targets and closing mechanisms 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 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 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. 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. Work Authorization 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. Equal Opportunity Employer 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. #J-18808-Ljbffr PKF O'Connor Davies