Transaction Advisory Senior Associate - Diligence Lead

PKF O'Connor Davies; Cranford (NJ); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Medical plans

Dental plans

Vision plans

Life Insurance

401(k) plan

Profit-Sharing

Flexible Spending Account

Health Savings Account

Employee Assistance Program

Wellness program

Work-life programs

Commuter & Parking benefits

Parental Leave

Job summary

PKF O’Connor Davies is seeking a Senior Associate in the Transaction Advisory Services practice to support and execute financial due diligence engagements for mergers and acquisitions, divestitures, and other transaction-related matters. The 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 will be hands-on, client-facing, and responsible for reviewing junior

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

Responsibilities

• Transaction Execution & Analysis: Perform buy-side and sell-side financial due diligence procedures
• Transaction Execution & Analysis: Prepare QoE, Net Working Capital, Cash Flow, and Debt‑like Items analyses
• Transaction Execution & Analysis: Analyze historical financial statements and identify key trends, risks, and transaction considerations
• Transaction Execution & Analysis: Assist in drafting client‑ready diligence reports and presentations
• Transaction Execution & Analysis: Support purchase agreement considerations, including working capital targets and closing mechanisms
• Engagement & Client Management: Support Managers and Supervisors with engagement execution, timelines, and deliverables
• Engagement & Client Management: Participate in client meetings and assist with presenting findings
• Engagement & Client Management: Coordinate data requests and manage data rooms
• Engagement & Client Management: Collaborate with investment bankers, legal teams, and internal tax professionals
• Supervision & Development: Guide and review work performed by Associates
• Supervision & Development: Provide coaching and on‑the‑job training to junior team members
• Supervision & Development: Ensure workpapers are complete, accurate, and properly documented
• Firm & Practice Support: Assist with proposal preparation and business development efforts
• Firm & Practice Support: Participate in recruiting, training, and internal initiatives
• Firm & Practice Support: Stay current on accounting standards, transaction trends, and industry developments

Skills

Analytical skills

Client-facing

Accounting knowledge

U.S. GAAP knowledge

Project management

Communication skills

Education

Bachelor's degree in Accounting, Business or Finance

Tools

MS Office Suite

Data analytics tools

QoE analyses

Job description

PKF O’Connor Davies is seeking a Senior Associate in the Transaction Advisory Services practice to support and execute financial due diligence engagements for mergers and acquisitions, divestitures, and other transaction-related matters. The 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 will be hands-on, client-facing, and responsible for reviewing junior