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Deal Advisory Services Director
Whitley Penn
San Antonio, TX
Category
Consulting
Apply for Job
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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