Deal Advisory Services Director

Deal Advisory Services Director

Job Category: Transaction Advisory Services

Requisition Number: DEALA004286

Location: Dallas, Plano, Houston or Fort Worth

Office expectations: Monday – Thursday in office; remote on Fridays if desired

Description

Lead 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

How Will You Get Here?

Bachelor's degree in Accounting required; Master's degree preferred

CPA license or CPA eligibility preferred

4+ 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 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 breaks around July 4 and year end

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 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.