Investment Banking Associate

PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients. Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence. At PKF O’Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We are also committed to supporting work‑life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives. If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O’Connor Davies is the place for you! 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 Responsibilities Transaction 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 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 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 The compensation for this position ranges from $85,000 - $115,00. 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. #J-18808-Ljbffr