Deal Advisory Services Senior Associate
About The Position
Whitley Penn is hiring a Deal Advisory Services Senior Associate for its Deal Advisory Services team, which conducts financial due diligence engagements related to mergers and acquisitions by private equity investors and corporate buyers. The Senior Associate plans and executes client engagements, supervises and trains associates, and communicates with clients while developing client relationships. The role involves advising clients on financial opportunities and risks related to potential mergers and acquisitions and working with senior client executives, attorneys, investment bankers, and private equity investors. The position is full-time and exempt, based in the Dallas, Fort Worth, Plano, or Houston office. The general schedule is Monday through Friday, eight hours per day between 8 a.m. and 5 p.m. Employees are expected in the office Monday through Thursday, with remote work available on Fridays if desired. Overtime may be needed, and travel may be required. Whitley Penn describes its culture as collaborative, emphasizing an open-door policy, entrepreneurial thinking, shared knowledge, innovation, and teamwork. The firm offers advisory and consulting services in addition to audit and tax solutions and seeks professionals interested in contributing to a high-growth firm.
Requirements
- Bachelor’s degree in Accounting.
- Two to three years of experience in accounting, advisory, financial audit, or transaction advisory services with a public accounting or advisory firm.
- 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 working as 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 conducting management interviews.
- Prepare and evaluate pro forma financial information.
- Evaluate the effects of seasonality and cyclicality on cash flow requirements.
- Assist with detailed reports and perform financial statement analysis, including quality of earnings, potential liabilities and risks, and the impact of findings on target-company valuation.
- Provide advisory services to help clients maximize financial opportunities and manage risks related to potential mergers and acquisitions.
- Work on engagement teams with senior client executives, attorneys, investment bankers, and private equity investors.
- Supervise and train associates.
- Build skills and reinforce relationships with current and prospective firm 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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
