Assistant Controller, Oil & Gas

Discover Your Potential at Whitley Penn • Dallas, TX

13d • Onsite

About The Position

Whitley Penn is seeking an Assistant Controller to support Oil & Gas Upstream accounting clients and help oversee the Oil and Gas Accounting group. The position works closely with the Energy practice Market Leader to develop accounting tools, systems, and processes, and to establish an organizational structure that supports client goals. The role combines technical accounting, engagement and client relationship management, practice development, and the supervision, training, and development of associates. The position is based in the Dallas, Plano, or Fort Worth office and is expected to be in-office Monday through Friday.

Requirements

• At least 8 years of Oil & Gas accounting and analysis experience, primarily in Upstream/E&P, with progression in complexity, scope, and engagement assignments.
• Experience setting up accounting functions and processes, with the ability to implement them.
• Bachelor’s or master’s degree in accounting.
• Extensive knowledge of Generally Accepted Accounting Principles, particularly Oil & Gas Upstream/E&P accounting.
• Basic knowledge of federal and state Oil & Gas reporting requirements, with the ability to research and apply relevant theory and experience to individual circumstances.
• Proven practice development ability.
• Proficiency with technology and accounting programs.
• Strong organizational and time-management skills and the ability to manage multiple engagements and projects simultaneously.
• Ability to analyze problems and recommend solutions.
• Ability to assess, analyze, and manage risk using appropriate frameworks, professional judgment, and skepticism.
• Excellent oral and written communication skills, including active listening and clear communication of ideas and information.
• Ability to lead and work respectfully and productively with diverse individuals in a variety of roles.
• Professional appearance, demeanor, and positive attitude.
• Well-developed management and supervisory skills.

Nice To Haves

• Experience with Ogsys accounting software, including OGsql and OGpro, and/or WolfePak.
• APA preferred.

Responsibilities

• Work with the Energy practice Market Leader to develop tools, systems, and processes for Oil & Gas Upstream accounting clients.
• Oversee operations of the Oil and Gas Accounting group, including organizational design, supervision, client satisfaction, and engagement planning, scheduling, and staffing.
• Set up and implement Oil & Gas Upstream accounting functions and processes.
• Develop comprehensive client service plans for engagements in collaboration with the team.
• Identify and research technical issues to ensure compliance with applicable rules, guidelines, and standards.
• Ensure processes and deliverables meet professional and firm standards.
• Participate in firm committees, departmental matters, and learning experiences, and contribute to improvements in policies, processes, and procedures.
• Monitor engagement team and client relationships, remove barriers, and help resolve conflicts.
• Provide consultative client service, identify value-added services, and interact with client management to gather information, resolve problems, and recommend business and process improvements.
• Manage client relationships throughout engagements and communicate engagement progress, problems, and resolutions.
• Monitor engagement budgets, review work in progress in Practice Manager, and address overages promptly.
• Prepare client invoices, communicate fee details, and assist with collecting overdue accounts.
• Participate in practice development through local business community involvement and proposal opportunities, including presentations.
• Provide on-the-job training, review associate and senior associate work, and coach team members.
• Participate in performance management by providing timely, actionable feedback, completing evaluations, coaching team members, and contributing to promotion-readiness decisions.
• Develop team members’ coaching and managerial skills and create and monitor individual development plans.
• Support staff retention and training, develop training materials, and act as an instructor in professional development programs.
• Participate in technical and professional training and the firm’s annual performance management and goal-setting process.

Benefits

• Firm-paid medical insurance, including free employee-only coverage on two of three plans.
• Voluntary dental and vision insurance.
• 17 annual firm holidays, with extended breaks around July 4th and year-end.
• 25 days of paid time off.
• Paid maternity and parental leave.
• 401(k) with profit sharing.
• Discretionary bonus program.
• Firm-paid Becker CPA Review Course and reimbursement for exam fees.
• Health and Wellness Program.
• Pet insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior