Deal Advisory Services Senior Associate

Whitley Penn; Dallas (TX); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical Insurance

Dental & Vision

PTO

Parental Leave

401(k) Plan

Bonus Program

CPA Review Reimbursement

Wellness Program

Job summary

Whitley Penn is seeking a Deal Advisory Services Senior Associate to join our team in Dallas–Fort Worth area. The role focuses on planning and executing financial due diligence engagements for mergers & acquisitions by private equity investors and corporate buyers.

Responsibilities include leading engagements, supervising associates, and communicating with clients. Our firm emphasizes collaboration, ownership mindset, and a high-growth culture, with in-office Mon–Thu and remote Fridays option.

Qualifications

• Bachelor's degree in Accounting required; Master’s degree preferred.
• CPA license or CPA eligibility preferred.
• 2–3 years of experience in accounting, advisory, financial audit, or transaction advisory services (M&A or due diligence preferred).
• Strong current knowledge of U.S. GAAP, mergers and acquisitions, or transaction services.
• Ability to independently manage multiple projects while being a team player.

Responsibilities

• Participate in and lead financial due diligence engagements related to M&A.
• Analyze financial/operational results of target companies via accounting information and management interviews.
• Evaluate effects of seasonality and cyclicality on cash flow requirements.
• Assist with writing detailed reports and performing financial statement analysis (quality of earnings, liabilities, risks).
• Provide advisory services to maximize financial opportunities and manage M&A risks.
• Be part of engagement teams with senior client executives, attorneys, bankers, and private equity investors.
• Grow skills to reinforce relationships with current and potential clients.

Skills

Communication skills

Analytical thinking

Team player

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 Deal Advisory Services Senior Associate to join our team!

The Deal Advisory Services team conducts financial due diligence engagements related to mergers & acquisitions by private equity investors and corporate buyers. Senior Associates are responsible for planning and executing client engagements, supervising and training associates, and communicating and building relationships with clients.

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.

• 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

• Participate in and lead financial due diligence engagements related to mergers and acquisitions by private equity investors and corporate buyers
• Analyze financial/operational results of target companies through reviewing accounting information and conducting interviews with management
• Analyze financial/operational results of target companies through reviewing accounting information and conducting interviews with management
• Evaluate effects of seasonality and cyclicality on cash flow requirements
• Assist with writing detailed reports and perform financial statement analysis, including the quality of earnings, potential liabilities and risks, and the impact of findings on the valuation of the target company
• Provide advisory services to clients to assist them in maximizing their financial opportunities and manage the risks involved with possible mergers and acquisitions
• Member of engagement teams with senior client executives, attorneys, investment bankers, and private equity investors
• Grow skills to reinforce relationships with current and prospective clients of the firm

What You Need to Get Here

• Bachelor's degree in Accounting required; Master’s degree preferred
• CPA license or CPA eligibility preferred
• 2-3 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
• 20 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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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.