Deal Advisory Services Senior Associate

Discover Your Potential at Whitley Penn•Dallas, TX

1d•Hybrid

About The Position

Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, is looking for a Deal Advisory Services Senior Associate to join our team! The Deal Advisory Services team conducts financial due diligence engagements related to mergers & acquisitions by private equity investors and corporate buyers. Senior Associates are responsible for planning and executing client engagements, supervising and training associates, and communicating and building relationships with clients. Whitley Penn has become one of the fastest growing public accounting firms by providing exceptional, personalized service that reaches far beyond traditional accounting. In addition to Audit and Tax solutions, we offer a wide range of Advisory and Consulting services. We work in collaborative teams with an emphasis on an open-door policy, entrepreneurial thinking, and a well-built culture. At Whitley Penn, we learn, innovate, and achieve by sharing knowledge, embracing new ideas, and working together. We’re looking for professionals who think like owners and want to be part of shaping a high-growth firm.

Requirements

Bachelor's degree in Accounting required
CPA license or CPA eligibility preferred
2-3 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

Nice To Haves

Master’s degree preferred

Responsibilities

Participate in and lead financial due diligence engagements related to mergers and acquisitions by private equity investors and corporate buyers
Analyze financial/operational results of target companies through reviewing accounting information and conducting interviews with management
Prepare/evaluate pro forma financial information
Analyze financial/operational results of target companies through reviewing accounting information and conducting interviews with management
Evaluate effects of seasonality and cyclicality on cash flow requirements
Assist with writing detailed reports and perform financial statement analysis, including the quality of earnings, potential liabilities and risks, and the impact of findings on the valuation of the target company
Provide advisory services to clients to assist them in maximizing their financial opportunities and manage the risks involved with possible mergers and acquisitions
Member of engagement teams with senior client executives, attorneys, investment bankers, and private equity investors
Grow skills to reinforce relationships with current and prospective clients of the firm