7-10+ years of experience in Oil & Gas accounting, particularly in Upstream/E&P
Public accounting or professional services experience preferred
Experience in setting up accounting functions and implementation
Familiarity with Quorum accounting software, including OGsql and OnDemand Accounting
BA or Master's in accounting; CPA, CA, CMA, or APA preferred
Proven ability in practice development
Extensive knowledge of GAAP and auditing standards related to Oil & Gas accounting
Responsibilities
Collaborate with the CAAS Energy O&G Partner to develop tools and processes for clients
Act as a liaison between the partner, clients, and professional staff
Manage multiple client engagements and relationships, ensuring quality outcomes
Create comprehensive client service plans in collaboration with the team
Identify and research technical issues for compliance with relevant standards
Maintain consistent client contact and own the end-to-end relationship
Develop and train staff, ensuring engagement in performance improvement activities
Benefits
Firm Paid Medical Insurance with free employee-only coverage on select plans
Voluntary Dental and Vision Insurance
17 annual firm holidays with extended breaks around July 4th and year-end
25 days of PTO
Paid Maternity and Parental Leave
401(k) with Profit Sharing
Discretionary Bonus Program
Firm Paid Becker CPA Review Course and exam fee reimbursement
Health & Wellness Program
Pet Insurance
Full Job Description
The Controller will serve clients in an outsourced accounting role with an emphasis on exceptional client service and identification of value-added services. Advanced technical skills and well-developed management and supervisory skills are required. The Controller will be expected to develop and train associates and make associations to develop new business for the firm.
Position Details:
Classification: Full-time; Exempt
Department: CAAS - Energy Accounting & Consulting
Location: Dallas, Plano, or Fort Worth
Office Expectations: On-Site; M-F
What You Will Do
Work closely with the CAAS Energy O&G Partner to develop tools, systems and processes for Oil & Gas Upstream accounting clients
Serve as a liaison between the partner, the client and the professional staff
Assume simultaneous full responsibility for multiple client engagements; manage relationships and expectations with clients and external auditors, monitor engagement economics and coordinate engagement workflow
Develop comprehensive client service plans (meetings, dates, assignments, etc.) for engagements in collaboration with team
Manage high risk (firm and engagement) situations with QC involvement, as applicable
Identify and research technical issues to ensure compliance with relevant rules, guidelines, and standards
Ensure that processes are conducted, and deliverables are prepared in accordance with professional and firm standards
Develop and communicate targets and goals that align with firm strategy
Contribute actively to changes in policies, processes, or procedures, using what you have experienced and learned to ensure improvement
Maintain consistent contact with clients; possess a thorough knowledge of the client and all facets of client's business; own the end-to-end relationship
Review engagement economics with client as necessary
Remove barriers and/or resolve issues for the client and the team to ensure seamless, high-quality outcomes
Proactively interact with key client management to gather information, resolve problems and make recommendations for business and process improvements
Communicate progress of engagements, problems and resolutions to client
Monitor engagement economics by reviewing and analyzing reports and data; respond actively to issues or discrepancies
Research and make recommendations, as appropriate, to increase efficiency and/or effectiveness.
Work to develop responsible trained staff by assisting in retention, developing training material and acting as an instructor in professional development programs
Communicate clear performance goals, priorities and required competencies to others
Ensure and provide evidence that all direct reports/coaches are actively engaged in performance improvement/development activities specific to their needs
Participate in technical and professional training throughout the year
Participate in the firm's annual performance management and goal setting process
What You Need to Get Here
7-10+ years of experience in Oil & Gas accounting and analysis, primarily with Upstream/E&P, demonstrating a progression in complexity, scope and number of engagement assignments
Public accounting or professional services experience preferred
Experience with setting up accounting functions/process as well as implementation acumen
Experience with Quorum accounting software including OGsql, OnDemand Accounting preferred
BA or Master's in accounting
CPA, CA, CMA or APA is preferred
Proven practice development ability
Knowledge of the firm's philosophy and its opinions on financial matters
Proficiency in use of technology and accounting programs
Extensive knowledge of Generally Accepted Accounting Principles and Generally Accepted Auditing Standards, specifically as they relate to Oil & Gas upstream/E&P accounting and other relevant guidance
A positive attitude
A professional appearance and demeanor
Ability to apply theory and experience to individual circumstances
Ability to analyze problems and recommend solutions
Ability to assess, analyze and manage risk using appropriate frameworks, professional judgment and skepticism
Excellent communication skills, both orally and in writing; actively listens and clearly communicates ideas and information
Ability to lead and work respectfully and productively with diverse individuals in a variety of roles
Well-developed management and supervisory skills
Why Whitley Penn
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
Whitley Penn is a full-service accounting firm headquartered in Dallas, Texas. The company was founded in 1983 and has since grown to include over 600 employees across multiple offices in Texas and Oklahoma. Whitley Penn provides a wide range of services, including audit and assurance, tax planning and preparation, business consulting, and wealth management. The company serves clients in a variety of industries, including healthcare, real estate, and energy. Whitley Penn is committed to providing exceptional service and building long-term relationships with its clients.
