Deal Advisory Services Director

Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, is looking for a Director to join our Deal Advisory Services team!

The Deal Advisory Services team conducts financial due diligence engagements related to mergers & acquisitions by private equity investors and corporate buyers. The Director is the liaison between the Partner, the client, and the professional staff. Directors are responsible for managing multiple client engagements, simultaneously, developing and training staff, and making 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.

Position Details:

Title:

Director 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 DoLead financial due diligence engagements related to mergers and acquisitions and divestures by private equity investors and corporate buyers and sellers

Provide advisory services to clients to assist them in maximizing their financial opportunities and manage the risks involved with possible mergers and acquisitions

Build and maintain strong client relationships to reinforce connections with current and prospective clients of the firm; provide value added services by cross-selling other lines of service

Oversee and ensure the delivery of final work projects within established deadlines

Analyze financial/operational results of target companies through reviewing accounting information and conducting interviews with management

Financial analysis of cash flows, quality of earnings and assets to identify potential liabilities and risks as well as the impact of findings on the valuation of the target company

Identify issues for purchase price adjustment 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

Oversee staff responsibilities such as the preparation of financial information and detailed reports

Manage, train and coach staff; provide timely feedback to promote and support a culture of professional growth

What You Need to Get Here Bachelor's degree in Accounting required;
Master’s degree preferred CPA license or CPA eligibility preferred5+ 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

Pro…