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Transaction Advisory Services Associate

Company: Whitley Penn
Location: Plano
Posted on: March 28, 2020

Job Description:

The Company:

Whitley Penn is a Texas-based full-service public accounting firm. With offices in Austin, Dallas, Fort Worth, Houston, Plano, and Texas City, 65 partners, more than 550 employees, and a worldwide network affiliation via Nexia International, the firm is strategically positioned for continued growth both locally and internationally.

Our steady growth over the past 35 years reflects our knack for hiring individuals with talent and integrity, and our ability to stay one step ahead of the issues our clients face in an ever-changing business landscape.

More Than a Job:We're actively seeking a Transaction Advisory Services Associate.


  • We have a commitment to a happy, healthy and productive workplace. We act on this commitment via our FitWhit program, an extensive wellness program uniquely designed to meet the health and wellness needs of busy professionals.
  • We offer a competitive benefits package and 401k with discretionary profit sharing.
  • We place an emphasis on our open door policy. Whether someone is brand new or has been with the Firm from the beginning, we are all part of the same family and each person matters.

    Our Ideal Candidate Likely Has:

    • Bachelor's degree in accounting, finance or related area required; Masters preferred
    • CPA license or CPA eligible 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
    • Individuals must be highly dedicated with a positive attitude, self-motivated, a team player who takes initiative and willing to learn.

      As a Transaction Advisory Services Associate, You Will:

      • Participate in financial due diligence engagements related to 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
      • Strong client relationship skills to reinforce relationships with current and prospective clients of the firm

Keywords: Whitley Penn, Plano , Transaction Advisory Services Associate, Other , Plano, Texas

Click here to apply!

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