Senior Accounting Associate is responsible for managing, preparing, and reviewing accounting engagements for clients. Seniors must exhibit strong bookkeeping skills and proficiency in O&G accounting systems. Seniors are responsible for planning and executing engagements and special assignments, supervising, and training associates, reviewing the work of associates, and communicating with clients. Seniors are responsible for compliance with all professional and regulatory standards.
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
Assume full responsibility for planning and executing client engagements and assignments using established firm policies and procedures, including supervising and training associates, reviewing the work of associates, and communication with clients
Review and prepare daily receipts, monthly revenue intake sheets, spreadsheets files and intercompany reports
Review and participate in monthly, quarterly, and yearly accounting cycles and prepare financial statements
Monitor accounts payable and accounts receivable
Monitor and ensure that all monthly transactions are accurately recorded
Coordinate JIB, revenue, and other monthly accounting processes when applicable
Participate in firm committees, departmental matters, learning experiences, etc. that increase your commitment and capability within the firm
Maintain effective contact with client personnel at the appropriate levels; interact with clients in a professional and competent manner; build trust-based relationships with clients
Proactively work with client's management to gather necessary information and complete engagement procedures in a timely manner
Join and participate in community or professional events and committees to develop relationships and networks in the community
Support the training of staff members; delegate assignments and tasks clearly and provide needed guidance and information
Assist in developing training materials and serve as an instructor in technical and professional development programs
Teach, coach and integrate staff on the firm's engagement approach and process
Prepare staff evaluation reports
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
3-5 years of experience in Energy accounting and analysis, demonstrating a progression in complexity, and scope.
Oil & Gas Accounting Knowledge specifically Upstream/E&P experience required
BA or Master's in accounting or financial management
CPA or CPA eligibility preferred
Proficiency in the use of technology and accounting programs
Familiar with "Generally Accepted Accounting Principles (GAAP) specifically as they relate to Oil & Gas Accounting
Familiarity with ARO, Depletion, Impairment, and other industry-specific calculations
Proficiency in Microsoft Office Excel
Proficiency in O&G Accounting Software preferred (OGsql, Wolfepak, Quorum On-Demand Accounting)
A positive attitude, professional appearance, and demeanor
Ability to research and apply theory and experience to individual circumstances
Strong organizational and time management skills; ability to plan and execute multiple engagements and projects simultaneously
Excellent analytical skills and problem-solving ability; exhibits creativity by expressing new ideas and "thinking outside the box"; solution-minded
Excellent communication skills, both orally and in writing; actively listens and clearly communicates ideas and information
Strong relationship-building capabilities; ability to work respectfully and productively with diverse individuals in a variety of roles
Why Whitley Penn
Our total rewards are incredibly competitive. We work hard and recharge so that we can be our best selves for our clients. Explore some of our benefits below:
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.
