Deal Advisory Services Senior Associate

Whitley Penn; United States; Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Firm Paid Medical Insurance

Discretionary Bonus Program

401(k) with Profit Sharing

Paid Maternity and Parental Leave

Becker CPA Review Course & Reimburse/费

Health & Wellness Program

Career development

Job summary

Whitley Penn is seeking a Deal Advisory Services Senior Associate to join our team in the Dallas–Fort Worth area. You will lead financial due diligence engagements for mergers and acquisitions by private equity investors and corporate buyers, supervise associates, and communicate with clients.

The role emphasizes planning, coordinating with senior client executives, attorneys, and investment bankers, with on-site Monday–Thursday and optional Friday remote work.

Qualifications

• Bachelor's degree in Accounting required; Master's degree preferred.
• CPA license or CPA eligibility preferred.
• 2-3 years of public accounting or advisory experience in accounting, advisory, financial audit, or transaction advisory services.
• Strong knowledge of U.S. GAAP, M&A, or transaction services.
• Ability to manage multiple projects and work autonomously while being a team player.

Responsibilities

• 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.
• Prepare/evaluate pro forma financial information.
• Evaluate effects of seasonality and cyclicality on cash flow requirements.
• Assist with writing detailed reports and perform financial statement analysis, including quality of earnings and potential liabilities.
• Provide advisory services to maximize financial opportunities and manage risks in M&A.
• Be a 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.

Skills

GAAP knowledge

M&A/Transaction advisory

Communication skills

Teamwork/autonomy

Education

Bachelor's degree in Accounting

Master's degree preferred

Tools

Microsoft Excel

Microsoft Office

Job description

Whitley Penn, one of the nation's leading audit, tax, and advisory firms, 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.

Position Details

• 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
• Prepare/evaluate pro forma financial information
• 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

Benefits

• 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
• 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.