Deal Advisory Services Director

Whitley-Pen; Houston (TX); Sur place; USD 120 000 - 180 000; Plein temps

Avantages offerts par ce poste

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

Résumé du poste

Whitley Penn, a leading accounting and advisory firm, seeks a Director to join Deal Advisory Services in Houston. The Director will oversee financial due diligence for mergers and acquisitions by private equity investors and corporate buyers.

The role involves acting as liaison between partners, clients, and staff, managing multiple engagements, developing staff, and helping generate new business for the firm. Travel may be required.

Qualifications

• Bachelor's degree in accounting required; CPA preferred.
• 5+ years of public accounting or advisory experience.
• Strong knowledge of U.S. GAAP and financial due diligence.
• Excellent communication and time-management skills.

Responsabilités

• Lead financial due diligence engagements for M&A by PE investors and corporate buyers.
• Advise clients to maximize opportunities and manage merger/acquisition risks.
• Build and maintain client relationships and cross-sell services.
• Oversee delivery of final work within deadlines.
• Analyze target company financials and conduct management interviews.
• Identify purchase price adjustments and deal structuring considerations.
• Coach staff and promote professional growth.

Connaissances

Leadership

Project management

Client relationship

Communication

Financial analysis

Formation

Bachelor's degree in Accounting

CPA license or CPA eligibility preferred

Outils

Excel

PowerPoint

Description du poste

Job Category: Transaction Advisory Services

Requisition Number: DEALA004834

• Posted : September 28, 2026
• Full-Time

Locations

Showing 1 location

Houston, TX 77098, USA

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.

• 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.

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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.