What are the responsibilities and job description for the Deal Advisory Senior Associate position at Whitley Penn?
Whitley Penn has become one of the region’s most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.
How Will You Make an Impact?
- Participate in 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
- Identify issues for purchase price reduction 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
- Assist with writing detailed reports and perform financial analysis, including the analysis of cash flows, quality of earnings and assets, 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
How Will You Get Here?
- Bachelor's degree in Accounting, Finance or related area required; Master’s degree preferred
- CPA license or CPA eligibility preferred
- 3 – 4 years of experience in one of the following areas with a public accounting or advisory firm: accounting, advisory, financial audit, financial analysis, or transaction 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 Should You Apply?
- Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
- Voluntary Dental and Vision Insurance
- 17 Annual Firm holidays, with extended break around July 4th and year end
- 20 – 25 days PTO for Salaried Employees
- 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 on 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 Notices.pdf?dl=0. All employment is decided on the basis of qualifications, merit, and business need.
