Whitley Penn ยท 23 hours ago
Deal Advisory Services Director
DFW Metroplex
Full-time
Hybrid
Lead/Staff, Director/Executive
4+ years expWhitley Penn is one of the most distinguished and fastest growing public accounting firms, providing exceptional service beyond traditional accounting. The Deal Advisory Services Director will lead financial due diligence engagements related to mergers and acquisitions, provide advisory services to clients, and build strong client relationships.
AccountingProfessional Services
Responsibilities
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
Qualification
Required
Bachelor's degree in Accounting required
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
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
Preferred
Master's degree preferred
CPA license or CPA eligibility preferred
Experience related to mergers and acquisitions or financial due diligence preferred
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 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
Company
Whitley Penn
Whitley Penn is a Texas-based full service public accounting firm.
501-1000 employees
H1B Sponsorship
Whitley Penn has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (3)
2022 (2)
2021 (3)
Funding
Current Stage
Late StageLeadership Team
Nathen McEown
Chief Executive Officer
M
Mark Topel
Tax Partner
Recent News
2025-12-01
PR Newswire
2025-11-11
Company data provided by crunchbase