Transaction Advisory Services (TAS) Senior Associate
PKF O'Connor Davies, Fort Lauderdale, FL, United States
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.
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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.
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