What are the responsibilities and job description for the Senior Associate - Transaction Advisory Services position at PKFOD?
OFFICE LOCATION: Hybrid; Boston or Woburn MA
The Senior Associate will work closely with our clients, managers and partners in providing financial and operational analysis in connection with buy-side and sell-side due 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.
Qualifications:
- Bachelor’s degree in Accounting from an accredited college/university 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 tristate area, ability to travel domestically to meet client needs and travel to other PKFOD office locations may be required.
PKFODA 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 Advisory, LLC (“PKFODA”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFODA partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFODA on other positions must have an updated contractual agreement with PKFODA through the Director of Talent Acquisition. Please be reminded, PKFODA is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFODA.
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