Deal Advisory Services Senior Associate

Whitley Penn•Houston, TX

9d•Hybrid

About The Position

Whitley Penn is seeking a Deal Advisory Services Senior Associate to conduct financial due diligence engagements related to mergers and acquisitions by private equity investors and corporate buyers. The role plans and executes client engagements, supervises and trains associates, and communicates with clients while building client relationships. The Senior Associate analyzes target companies’ financial and operational results, prepares and evaluates pro forma financial information, assesses seasonality and cyclicality in relation to cash flow requirements, and helps produce detailed reports. Analysis includes quality of earnings, potential liabilities and risks, and the impact of findings on target-company valuation. The role also provides advisory services to help clients maximize financial opportunities and manage risks in potential mergers and acquisitions. Engagement teams work with senior client executives, attorneys, investment bankers, and private equity investors. The position is full-time and exempt. It is based in Dallas, Fort Worth, Plano, or Houston, with in-office work Monday through Thursday and the option to work remotely on Fridays. The general schedule is Monday through Friday, eight hours per day between 8 a.m. and 5 p.m., with overtime as needed. Travel may be necessary.

Requirements

Bachelor’s degree in Accounting.
Two to three years of experience with a public accounting or advisory firm in accounting, advisory, financial audit, or transaction advisory services.
Strong current knowledge of U.S. Generally Accepted Accounting Principles (GAAP), mergers and acquisitions, or transaction services.
Ability to independently manage multiple projects and work autonomously while being a team player.
Ability to independently research industries, markets, and economies.
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.
CPA license or CPA eligibility.
Experience related to mergers and acquisitions or financial due diligence.

Responsibilities

Participate in and lead financial due diligence engagements related to mergers and acquisitions by private equity investors and corporate buyers.
Analyze target companies’ financial and operational results by reviewing accounting information and interviewing management.
Prepare and evaluate pro forma financial information.
Evaluate the effects of seasonality and cyclicality on cash flow requirements.
Assist with writing detailed reports and perform financial statement analysis, including quality of earnings, potential liabilities and risks, and effects on target-company valuation.
Provide advisory services to help clients maximize financial opportunities and manage risks involved in potential mergers and acquisitions.
Work on engagement teams with senior client executives, attorneys, investment bankers, and private equity investors.
Supervise and train associates.
Communicate with clients and build relationships with current and prospective firm clients.
Develop skills to reinforce relationships with current and prospective clients.

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.
20 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.