Deal Advisory Services Director

Whitley Penn
San Antonio, TX
Category Consulting
Job Description
We are seeking a Deal Advisory Services Director to lead financial due diligence engagements and provide advisory services to clients to maximize their financial opportunities and manage risks involved with possible mergers and acquisitions.

Requirements

  • 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

Benefits

  • Firm Paid Medical Insurance
  • 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
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