Deal Advisory Services Senior Associate

About the role

Full-time, exempt position in Deal Advisory Services located in 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. Whitley Penn is one of the nation’s leading audit, tax, and advisory firms and one of the fastest growing public accounting firms, providing exceptional, personalized service that extends beyond traditional accounting. In addition to Audit and Tax solutions, the firm offers a wide range of Advisory and Consulting services. Teams collaborate with an open-door policy, entrepreneurial thinking, and a well-built culture, emphasizing learning, innovation, and achievement through shared knowledge and new ideas. The firm seeks professionals who think like owners and want to help shape a high‑growth organization.

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 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
• Serve as 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 of the firm

Requirements

• 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 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