Transaction Advisory Services (TAS) Senior Associate

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

Benefits offered by this job

Medical, Dental, and Vision plans

401(k) plan and Profit‑Sharing program

Flexible Spending & Health Savings accounts

Generous Paid Time Off (PTO)

Recognition & Rewards programs

Job summary

PKF O'Connor Davies seeks a Senior Associate in Transaction Advisory Services located in Woodcliff Lake, New Jersey. The ideal candidate will have a strong accounting foundation, analytical skills, and 3-4 years of experience in transaction advisory. Responsibilities include performing financial due diligence and coaching junior staff. The position offers a salary range of $85,000 - $115,000, along with benefits such as medical, 401(k), and paid time off.

Qualifications

• 3-4 years of experience in transaction advisory, audit, or related financial advisory services.
• Hands-on experience with QoE, working capital, and cash flow analyses.
• Proficient with MS Office Suite and data analytics tools.

Responsibilities

• Perform buy-side and sell-side financial due diligence procedures.
• Prepare analyses such as Quality of Earnings and Cash Flow.
• Guide and review work performed by Associates.

Skills

Analytical skills

Project management

Communication skills

U.S. GAAP knowledge

Financial statement analysis

Education

Bachelor's degree in Accounting, Business or Finance

CPA license required or in progress

Tools

MS Office Suite

Data analytics tools

Job description

About PKF O’Connor Davies

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!

Position

Senior Associate, Senior Associate in Transaction Advisory Services (TAS) – 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 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
• Requires flexibility to travel when business needs arise

Compensation & Benefits

The compensation for this position ranges from $85,000 - $115,000. Compensation will be dependent upon the specific role, office location, and the individual’s qualifications, experience, skills, and certifications.

We offer the following benefits:

• Medical, Dental, and Vision plans
• Basic Life, AD&D, and Voluntary Life Insurance
• 401(k) plan and Profit‑Sharing program
• Flexible Spending & Health Savings 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. PKFOD is 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.

To all staffing agencies

PKF O’Connor Davies, LLC (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.