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
Our Ideal Candidate Has:
Bachelor's degree in accounting, finance or related area required; Accounting degree and Masters highly preferred
CPA license or CPA eligible preferred
1 year of experience in public accounting or in external audit 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.
Join us. Grow with us. Make your mark.
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. To do that, we focus on hiring the best of the best. To attract the best of the best, we offer a variety of benefits and perks to reward our professionals for the top-of-the-line service they provide.