Deal Advisory Services Director

Discover Your Potential at Whitley Penn•Dallas, TX

14d•Hybrid

About The Position

Whitley Penn has become one of the most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on an open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.

Requirements

Bachelor's degree in Accounting required; Master’s degree preferred
CPA license or CPA eligibility preferred
4+ years of experience in one of the following areas with a public accounting or advisory firm: accounting, advisory, financial audit, or transaction advisory services experience (experience related to mergers and acquisitions or financial due diligence preferred)
Strong current knowledge of U.S. Generally Accepted Accounting Principles (GAAP), mergers and acquisitions, or transaction services
Ability to independently manage multiple projects and act autonomously while being a team player
Capable of independently performing research of industries, markets, economies, etc.
Excellent written and verbal communication skills
Strong time management skills and ability to meet deadlines in a fast-paced environment
Proficiency with Microsoft Office, primarily Excel
Willingness and ability to travel when necessary

Responsibilities

Lead financial due diligence engagements related to mergers and acquisitions and divestures by private equity investors and corporate buyers and sellers
Provide advisory services to clients to assist them in maximizing their financial opportunities and manage the risks involved with possible mergers and acquisitions
Build and maintain strong client relationships to reinforce connections with current and prospective clients of the firm; provide value added services by cross-selling other lines of service
Oversee and ensure the delivery of final work projects within established deadlines
Analyze financial/operational results of target companies through reviewing accounting information and conducting interviews with management
Financial analysis of cash flows, quality of earnings and assets to identify potential liabilities and risks as well as the impact of findings on the valuation of the target company
Identify issues for purchase price adjustment consideration, deal structuring or deal termination
Identify post-acquisition action steps to achieve anticipated earnings/cash flow improvements
Evaluate effects of seasonality and cyclicality on cash flow requirements
Oversee staff responsibilities such as the preparation of financial information and detailed reports
Manage, train and coach staff; provide timely feedback to promote and support a culture of professional growth