Transaction Advisory Services Senior Associate
Fully Remote New York, Chicago, IL Transaction Advisory Services

PKF Mueller, posting on behalf of PKF O'Connor Davies, a full-service certified public accounting and advisory firm:

PKF O'Connor Davies is searching for a Transaction Advisory Services Senior Associate. 

The Senior Associate will work closely with clients, managers, and partners in providing financial and operational analysis in connection with buy-side and sell-side due to diligence engagements.  

Essential Duties

  • Act as a key player in buy-side and sell-side  financial due diligence engagements from both private equity and strategic corporate buyers
  • Analyze historical financial statements and evaluate operational trends to identify sustainable earnings for a variety of industries, including manufacturing and distribution
  • Coordinate with team and management regarding client expectations concerning project deliverables and deadlines
  • Effectively write and communicate engagement reports and deliverables to client management
  • Adhere to the highest degree of professional standards and strict client confidentiality
  • Bachelor’s degree in Accounting required
  • 3-5 years of audit and/or transaction advisory experience within various industries required
  • CPA certification preferred or demonstrated progress towards obtaining CPA certification, including required 150-credit coursework
  • Strong Excel and PowerPoint skills
  • Strong current knowledge of US GAAP, GAAS, SEC Reporting, transaction advisory services, or mergers and acquisitions
  • Must be able to work additional hours as needed to meet client deliverables
  • Travel to various client sites throughout the tri-state area, ability to travel domestically to meet client needs and travel to other PKFOD office locations may be required.