Whitley Penn
Audit Senior Manager - Financial Institutions
Whitley Penn, Dallas, TX
How We Work
Whitley Penn has become one of the region's most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.
How Will You Make an Impact?
How Will You Get Here?
Why Should You Apply?
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability, or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify%20Notices.pdf?dl=0. All employment is decided on the basis of qualifications, merit, and business need.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Whitley Penn has become one of the region's most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.
How Will You Make an Impact?
- Serve in a consultative role with an emphasis on exceptional client service and identification of value-added services
- Manage client relationships and expectations, monitor engagement economics, and coordinate staffing and workflow on multiple engagements, simultaneously
- Perform technical review of audit procedures
- Ensure accurate, complete, and timely preparation of audit reports and other specified deliverables
- Manage deadlines and engagement budgets; keep Partners updated on engagement status
- Continuously develop technical expertise and apply this to engagements; identify and research technical issues to assure compliance with relevant rules, guidelines, and standards
- Supervise staff and provide on-the-job training; review work prepared by staff, and evaluate performance
- Use coaching and managerial skills to enhance the development and growth of others; provide feedback
- Actively participate in business proposals, networking and recruiting opportunities
How Will You Get Here?
- 7+ years of public accounting external audit experience
- CPA certification
- Bachelor's degree in Accounting; Master's degree preferred
- Experience working with Financial Institutions
- SEC experience preferred
- Integrated audit experience preferred
- Advanced knowledge of Generally Accepted Accounting Principles, PCAOB and Generally Accepted Auditing Standards
- 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, business development, and networking skills
- Well-developed leadership, management, and mentoring skills
Why Should You Apply?
- Firm Paid Medical Insurance(Free Employee Only Coverage on 2 of 3 plans)
- Voluntary Dental and Vision Insurance
- 17 Annual Firm holidays
- 20 - 25 days PTO for Salaried Employees
- Generous PTO for Non-Exempt Team Members
- 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
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability, or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify%20Notices.pdf?dl=0. All employment is decided on the basis of qualifications, merit, and business need.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)