Senior Accounting Associate - Energy Accounting & Consulting

Discover Your Potential at Whitley Penn•Dallas, TX

3d•Onsite

About The Position

Whitley Penn is seeking a Senior Associate to join its Energy Accounting & Consulting team. The role manages, prepares, and reviews client accounting engagements, with an emphasis on bookkeeping and oil and gas accounting systems. The Senior Associate plans and executes engagements and special assignments, supervises and trains associates, reviews their work, communicates with clients, and ensures compliance with professional and regulatory standards. This is a full-time, exempt position based in the Dallas office and is fully in-office. The general schedule is Monday through Friday, eight hours per day between 8 a.m. and 5 p.m., with overtime as needed. The role also supports staff development, firm initiatives, and professional and community relationships.

Requirements

3–5 years of experience in energy accounting and analysis, with progression in complexity and scope.
Oil and gas accounting knowledge, with upstream/exploration and production (E&P) experience required.
Bachelor's or master's degree in accounting or financial management.
Proficiency with technology and accounting programs.
Familiarity with GAAP as it relates to oil and gas accounting.
Familiarity with ARO, depletion, impairment, and other industry-specific calculations.
Proficiency in Microsoft Office Excel.
Positive attitude, professional appearance, and professional demeanor.
Ability to research and apply theory and experience to individual circumstances.
Strong organizational and time-management skills, including the ability to plan and execute multiple engagements and projects simultaneously.
Excellent analytical and problem-solving skills, creativity, and a solution-minded approach.
Excellent oral and written communication skills, active listening, and clear communication of ideas and information.
Strong relationship-building skills and the ability to work respectfully and productively with diverse individuals.

Nice To Haves

CPA or CPA eligibility.
Proficiency in oil and gas accounting software, preferably OGsql, Wolfepak, or Quorum On-Demand Accounting.

Responsibilities

Plan and execute client engagements and assignments in accordance with firm policies and procedures.
Supervise and train associates, review their work, delegate tasks, and provide guidance.
Prepare and review daily receipts, monthly revenue intake sheets, spreadsheet files, and intercompany reports.
Participate in monthly, quarterly, and yearly accounting cycles and prepare financial statements.
Monitor accounts payable and accounts receivable, and ensure monthly transactions are accurately recorded.
Coordinate joint interest billing (JIB), revenue, and other monthly accounting processes when applicable.
Maintain effective client contact, build trust-based relationships, and work with client management to gather information and complete engagement procedures on time.
Assist in developing training materials and teach technical and professional development programs.
Prepare staff evaluation reports and participate in the firm's performance management and goal-setting process.
Participate in firm committees, departmental matters, learning experiences, and technical and professional training.
Join and participate in community or professional events and committees to develop relationships and networks.
Ensure compliance with professional and regulatory standards.

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.