Assistant Controller, Oil & Gas
or drop it. Probably we can include a short paragraph with location and classification. Then "What You Will Do" list of responsibilities (many bullet-like sentences). We'll put under Responsibilities with
- .
Then "What You Need To Get Here" list of requirements (experience, education, etc). We'll put under Requirements (or Qualifications). The list includes experience, software, degree, etc. Could be Requirements.
Then "Why Whitley Penn? Benefits" list of benefits. We'll put under Benefits.
No Pay or Schedule.
We should not repeat job title as heading. So we will not have
Assistant Controller. We need to use
for section headings. Use
- for any list of duties/requirements/benefits. Use
for prose. We must preserve all substantive information; do not invent or summarize away detail. Remove boilerplate (EEO, E-Verify, etc). Also remove duplicated lines. We need to ensure we include all substantive content from the posting. Let's extract substantive content sections: About the role / company overview: The paragraph(s) before Job Details. We could combine into About the role. Responsibilities: The bullet list under "What You Will Do". Need to capture each sentence as a list item. Requirements: The list under "What You Need To Get Here". Each line. Qualifications: maybe education (BA or Master's in accounting, APA preferred). Could be part of Requirements but we can separate if we want. However we need to avoid thin sections. Perhaps combine education and experience into Requirements. Skills: maybe technical skills etc. But we can also include skills under Requirements. Better to have sections: About the role, Responsibilities, Requirements, Benefits. We need to ensure we don't create empty sections. Let's draft:
About the role
Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, is looking for an Assistant Controller to join our team! The Assistant Controller will work closely with the Energy Practice leader to develop tools, systems, and processes for Oil & Gas Upstream accounting clients. The Assistant Controller will help oversee the operations of the Oil and Gas Consulting Group in Dallas, including the design of an organizational structure adequate for achieving client goals and objectives. Advanced technical skills and well-developed management and supervisory skills are required. The Assistant Controller will be expected to develop and train associates and make 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.
Then maybe a short paragraph for location/classification: Could be included in About the role or separate? The instruction: fold minor metadata into a shortor drop it. So we can add a
after About the role:
Classification: Full-time; Exempt • Department: CAAS - Energy Accounting & Consulting • Location: Dallas, Plano, or Fort Worth • Office Expectations: In-Office M-F
Then Responsibilities:Responsibilities
- Work closely with the Energy practice Market Leader to develop tools, systems, and processes for Oil & Gas Upstream accounting clients.
- Assume responsibility for overseeing the operations of the Oil and Gas Accounting group, including the design of an organizational structure adequate for achieving client’s goals and objectives, including supervision of associates, managing client satisfaction and planning, scheduling, and staffing, using firm policies and procedures.
- Set up and implement accounting functions/processes related to O&G Upstream accounting.
- Develop tools, systems, and processes related to O&G Upstream accounting.
- Develop comprehensive client service plans (meetings, dates, assignments, etc.) for engagements in collaboration with the team
- Identify and research technical issues to assure compliance with relevant rules, guidelines, and standards
- Ensure that processes are conducted, and deliverables are prepared in accordance with professional and firm standards.
- Participate in firm committees, departmental matters, learning experiences, etc.; contribute actively to changes in policies, processes, or procedures, using what you have experienced and learned to ensure improvement.
- Monitor engagement team and client relationships; remove barriers and help resolve conflicts that could interfere with results or relationships.
- Serve clients in a consultative role with an emphasis on exceptional client service and identification of value-added services; proactively interact with key client management to gather information, resolve problems and make recommendations for business and process improvements
- Own and monitor client relationships over the entire engagement process; communicate the progress of engagements, problems, and resolutions to client
- Monitor budgets by periodically reviewing WIP in Practice Manager and address overages in a timely manner.
- Prepare invoices to clients, communicate details of fees to clients, and assist in the collection of overdue accounts
- Participate in the firm’s practice development efforts by involving yourself in the local business community and participating in proposal opportunities, which may include making presentations
- Provide on-the-job training for associates; review work of associates and senior associates
- Participate in the firm's performance management process by giving specific, actionable, and timely feedback to team members and completing performance evaluations, providing direction and coaching to team members, and contributing to decisions regarding individual readiness for promotion.
- Develop coaching and managerial skills to enhance the development and growth of others
- Build specific and challenging developmental plans for all team members; monitor and document results
- Work to develop responsible trained staff by assisting in retention, developing training material and acting as an instructor in professional development programs
- Participate in technical and professional training throughout the year
- Participate in the firm’s annual performance management and goal-setting process
Requirements
- 8+ years of experience in Oil & Gas accounting and analysis, primarily with Upstream/E&P, demonstrating a progression in complexity, scope, and number of engagement assignments
- Experience with setting up accounting functions/process as well as implementation acumen
- Experience with Ogsys accounting software (consists of OGsql and OGpro), and/or WolfePak.
- BA or Master’s in accounting
- APA preferred
- Proven practice development ability
- Proficiency in the use of technology and accounting programs
- Extensive knowledge of Generally Accepted Accounting Principles, specifically as they relate to Oil & Gas upstream/E&P accounting, and a basic knowledge of federal & state Oil & Gas reporting requirements with the ability to research and apply theory and experience to individual circumstances
- A professional appearance, demeanor, and positive attitude
- Strong organizational and time management skills; ability to manage multiple engagements and projects, simultaneously
- Ability to analyze problems and recommend solutions
- Ability to assess, analyze and manage risk using appropriate frameworks, professional judgment, and skepticism
- Excellent communication skills, both orally and in writing; actively listens and clearly communicates ideas and information
- Ability to lead and work respectfully and productively with diverse individuals in a variety of roles
- Well-developed management and supervisory skills
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
- 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
- for any list of duties/requirements/benefits. Use