Deal Advisory Services Senior Associate

Discover Your Potential at Whitley Penn•Dallas, TX

1d•Hybrid

About The Position

Whitley Penn is hiring 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 involves planning and executing client engagements, supervising and training associates, and communicating with and building relationships with clients. The Senior Associate also provides advisory services to help clients maximize financial opportunities and manage risks associated with potential mergers and acquisitions, and works 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. Office expectations are Monday through Thursday in the office, with remote work on Fridays if desired. 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 required. Whitley Penn describes its culture as collaborative, emphasizing an open-door policy, entrepreneurial thinking, knowledge sharing, innovation, and teamwork. The firm is an equal opportunity workplace and makes employment decisions based on qualifications, merit, and business need.

Requirements

Bachelor’s degree in Accounting.
2–3 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 also being a team player.
Ability to independently research industries, markets, economies, and related areas.
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.
CPA license or CPA eligibility preferred.
Experience related to mergers and acquisitions or financial due diligence preferred.

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 writing detailed reports and perform financial statement analysis, including analysis of 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 associated with possible 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 client relationships.
Develop skills to 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 4 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.