Deal Advisory Services Director

Whitley Penn; Dallas (TX); Hybrid; USD 180,000 - 230,000; Full time

Benefits offered by this job

Medical Insurance

401(k) with Profit Sharing

Discretionary Bonus

Job summary

Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, seeks a Director for Deal Advisory Services in a hybrid role with in-office days Monday–Thursday and optional remote Fridays. You will lead financial due diligence engagements for M&A, manage client relationships, and mentor staff while driving new business opportunities.

The role requires a CPA or CPA eligibility, 5+ years in related services, and strong GAAP/transaction services knowledge.

Qualifications

• Bachelor's degree in Accounting required; Master's preferred.
• CPA license or CPA eligibility preferred.
• 5+ years in accounting, advisory, financial audit, or transaction advisory services (M&A or due diligence preferred).
• Strong knowledge of U.S. GAAP, mergers and acquisitions, or transaction services.
• Ability to manage multiple projects and work autonomously while being a team player.

Responsibilities

• Lead financial due diligence engagements related to mergers and acquisitions and divestitures for private equity and corporate buyers/sellers.
• Provide advisory services to maximize financial opportunities and manage M&A risks.
• Build and maintain strong client relationships and cross-sell other services.
• Oversee delivery of final work within deadlines and supervise staff.
• Analyze financial/operational results and assess cash flows, earnings quality, and assets.

Skills

Financial due diligence

M&A advisory

Staff development

Client relationship management

Communication

Education

Bachelor's degree in Accounting

Master's degree preferred

Tools

Microsoft Excel

Job description

Whitley Penn,oneofthe nation's leading audit, tax, and advisoryfirms, is looking for a Director to join our Deal Advisory Services team!

The Deal Advisory Services team conducts financial due diligence engagements related to mergers & acquisitions by private equity investors and corporate buyers. The Director is the liaison between the Partner, the client, and the professional staff. Directors are responsible for managing multiple client engagements, simultaneously, developing and training staff, and making associations to develop new business for the firm.

Whitley Penn has become one of the fastest growing public accounting firms by providing exceptional, personalized service that reaches far beyond traditional accounting. In addition to Audit and Tax solutions, we offer a wide range of Advisory and Consulting services. We work in collaborative teams with an emphasis on an open-door policy, entrepreneurial thinking, and a well-built culture. At Whitley Penn, we learn, innovate, and achieve by sharing knowledge, embracing new ideas, and working together. We're looking for professionals who think like owners and want to be part of shaping a high-growth firm.

Position Details:

• Title: Director
• Classification: Full-time; Exempt
• Department: Deal Advisory Services
• Location: Dallas, Fort Worth, Plano, or Houston
• Office expectations: Monday – Thursday in office; remote on Fridays, if desired; general work schedule is Monday – Friday, 8 hours/day between 8am to 5pm with overtime, as needed.

What You Will Do

• Lead financial due diligence engagements related to mergers and acquisitions and divestures by private equity investors and corporate buyers and sellers
• Provide advisory services to clients to assist them in maximizing their financial opportunities and manage the risks involved with possible mergers and acquisitions
• Build and maintain strong client relationships to reinforce connections with current and prospective clients of the firm; provide value added services by cross-selling other lines of service
• Oversee and ensure the delivery of final work projects within established deadlines
• Analyze financial/operational results of target companies through reviewing accounting information and conducting interviews with management
• Financial analysis of cash flows, quality of earnings and assets to identify potential liabilities and risks as well as the impact of findings on the valuation of the target company
• Identify issues for purchase price adjustment consideration, deal structuring or deal termination
• Identify post-acquisition action steps to achieve anticipated earnings/cash flow improvements
• Evaluate effects of seasonality and cyclicality on cash flow requirements
• Oversee staff responsibilities such as the preparation of financial information and detailed reports
• Manage, train and coach staff; provide timely feedback to promote and support a culture of professional growth

What You Need to Get Here

• Bachelor's degree in Accounting required; Master's degree preferred
• CPA license or CPA eligibility preferred
• 5+ years of experience in one of the following areas with a public accounting or advisory firm: accounting, advisory, financial audit, or transaction advisory services experience (experience related to mergers and acquisitions or financial due diligence preferred)
• 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 being a team player
• Capable of independently performing research of industries, markets, economies, etc.
• 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

Why Whitley Penn

Our total rewards are incredibly competitive. We work hard and recharge so that we can be our best selves for our clients. Explore some of our benefits below:

• Firm Paid Medical Insurance(Free Employee Only Coverage on 2 of 3 plans)
• Voluntary Dental and Vision Insurance
• 17 Annual Firm holidays, with extended breaks around July 4th and year end
• 25 days PTO
• Paid Maternity and Parental Leave
• 401(k) with Profit Sharing
• Discretionary Bonus Program
• Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees
• Health & Wellness Program
• Pet Insurance

Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify%20Notices.pdf?dl=0. All employment is decided on the basis of qualifications, merit, and business need.

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