Senior Associate

Whitney Penn LLP Plano , TX 75023

Posted 6 months ago

Established in 1983, Whitley Penn has become one of the region's most distinguished accounting firms by providing exceptional service that reaches far beyond traditional accounting. The primary mission of Whitley Penn from its inception to today has been to provide an unmatched level of high quality service to our clients.

At Whitley Penn we understand that our clients want more than just numbers from a financial advisor. We view ourselves as business advisors who will answer questions and be a responsive resource throughout the year, not just during the audit period. As clients grow, we grow with them. As a member of our Transaction Advisory Services Group, you will be assigned to client projects and engagements and gain real-life business experiences. Our goal is to provide you with experiences that are educational, valuable and useful. By working on various client engagements, you will have the opportunity to begin creating your own business network and will receive training, both on the job and departmental specific. Additionally, you will take part in our continuing professional education and learn about the world of accounting and our client service philosophy.


  • Participate in financial due diligence engagements related to acquisitions by private equity investors and corporate buyers and sellers

  • 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 negotiations, 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


  • Bachelor's degree in accounting, finance or related area required; Masters preferred

  • Three to five years of experience in one of the following areas with a public accounting or advisory firm: accounting, advisory, financial audit, financial analysis or transaction experience (experience related to mergers and acquisitions or financial due diligence 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 (approximately 25%)

  • Individuals must be highly dedicated with a positive attitude, self-motivated, a team player who takes initiative and willing to learn.

Whitley Penn is an equal opportunity employer. We recruit, employ, train, compensate and promote without regard to race, creed, color, national origin, age, gender, sexual orientation, marital status, disability, veteran status or any other basis protected by applicable federal, state or local law.

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Senior Associate

Whitney Penn LLP