Senior Associate II

PKF O'Connor Davies•Wethersfield, CT

About The Position

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.

Requirements

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
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

Nice To Haves

Experience supporting M&A transactions a plus

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