Deal Advisory Services Director

Whitley-Pen; Dallas (TX); Hybrid; USD 150,000 - 190,000; Full time

Benefits offered by this job

Firm Paid Medical Insurance

Voluntary Dental and Vision Insurance

17 Annual Firm holidays

25 days PTO

Paid Maternity and Parental Leave

401(k) with Profit Sharing

Discretionary Bonus Program

Becker CPA Review Course Reimbursement

Health & Wellness Program

Pet Insurance

Job summary

Whitley Penn is seeking a Director to join our Deal Advisory Services team in the Dallas area. The role oversees financial due diligence engagements for mergers and acquisitions, manages client relationships, and mentors staff.

In-office Mon-Thu with optional remote Fridays, and a 8am-5pm schedule with overtime as needed. The successful candidate will have a Bachelor's in Accounting, CPA eligibility, 5+ years in TA/GAAP, and strong communication, time-management, and leadership skills to drive

Qualifications

• Bachelor's degree in Accounting required; Master’s degree preferred.
• CPA license or CPA eligibility preferred.
• 5+ years in accounting, advisory, or transaction services with a public firm.
• Strong GAAP knowledge and M&A/transaction services background.
• Ability to manage multiple projects and work autonomously in a team.

Responsibilities

• Lead financial due diligence engagements for M&A and divestitures.
• Provide advisory services to maximize financial opportunities and manage risks.
• Build strong client relationships and cross-sell services.
• Oversee delivery of final work within deadlines and coach staff.
• Analyze target company financials and identify potential liabilities.
• Evaluate purchase price adjustments and deal structuring considerations.
• Oversee staff and provide timely feedback for growth.

Skills

Strong communication

Time management

Autonomous work style

Education

Bachelor's degree in Accounting

Master’s degree preferred

CPA license or CPA eligibility preferred

Tools

Excel

Microsoft Office

Job description

Job Category: Transaction Advisory Services

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.

• 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 4 th 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.

#LI-HYBRID

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.