Deal Advisory Services Senior Associate

Whitley Penn•Plano, TX

9d•Hybrid

About The Position

Whitley Penn is seeking a Deal Advisory Services Senior Associate to join its team. The Deal Advisory Services team conducts financial due diligence engagements related to mergers and acquisitions by private equity investors and corporate buyers. Senior Associates plan and execute client engagements, supervise and train associates, and communicate with and build relationships with clients. The position is full-time and exempt within the Deal Advisory Services department. It is based in Dallas, Fort Worth, Plano, or Houston. The office schedule is Monday through Thursday, 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. Whitley Penn describes its culture as collaborative, with an open-door policy, entrepreneurial thinking, knowledge sharing, innovation, and teamwork. The firm is seeking professionals who think like owners and want to contribute 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 interviews with 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 the effects of findings on the target company’s valuation.
Provide advisory services to help clients maximize financial opportunities and manage risks associated with potential mergers and acquisitions.
Participate in engagement teams with senior client executives, attorneys, investment bankers, and private equity investors.
Develop skills and reinforce relationships with current and prospective firm clients.
Plan and execute client engagements, and supervise and train associates.
Communicate with clients and build client relationships.

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.