Whitley Penn
Controller, Oil & Gas
Whitley Penn, Houston, Texas, United States, 77246
How We Work
Whitley Penn has become one of the 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 an 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?Work closely with the Oil and Gas Consulting Partner to develop tools, systems and processes for Oil & Gas Upstream accounting clientsServe as a liaison between the partner, the client and the professional staffAssume full responsibility for multiple client engagements, simultaneously; manage relationships and expectations with clients and external auditors, monitor engagement economics and coordinate engagement workflowDevelop comprehensive client service plans (meetings, dates, assignments, etc.) for engagements in collaboration with teamManage high risk (firm and engagement) situations with QC involvement, as applicableIdentify and research technical issues to assure compliance with relevant rules, guidelines, and standardsEnsure that processes are conducted, and deliverables are prepared in accordance with professional and firm standardsDevelop and communicate targets and goals that align with firm strategyContribute actively to changes on policies, processes, or procedures, using what you have experienced and learned to ensure improvementMaintain contact with clients throughout the year; possess a thorough knowledge of the client and all facets of client's business; own the end-to-end relationshipReview engagement economics with clientRemove barriers and/or resolve issues for the client and the team to ensure seamless, high-quality outcomesProactively interact with key client management to gather information, resolve problems and make recommendations for business and process improvementsCommunicate progress of engagements, problems and resolutions to clientMonitor engagement economics by reviewing and analyzing reports and data; respond actively to issues or discrepanciesTeach team members how financials reflect the health of the firm and what they can do to protect the firm's financial viability.Research and make recommendations, as appropriate, to increase efficiency and/or effectiveness.Participate in the firm's practice development efforts by designing and leading customized presentations and proposals to the stated needs and expectations of the clients and their organizations, creating innovative approaches with new/non-traditional clients and identifying additional services and revenue streams with current clientsBuild specific and challenging developmental plans for all team members; monitor and document resultsEnsure and provide evidence that all direct reports/coaches are actively engaged in performance improvement/development activities specific to their needsAssess accurately, using established competencies, experiences and criteria, the readiness of others for advancement/promotionCommunicate clear performance goals, priorities and required competencies to othersUse coaching and managerial skills to enhance the development and growth of othersWork to develop responsible trained staff by assisting in retention, developing training material and acting as an instructor in professional development programsParticipate in technical and professional training throughout the yearParticipate in the firm's annual performance management and goal setting processHow Will You 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 assignmentsPublic accounting experience, preferredExperience with setting up accounting functions/process as well as implementation acumenExperience with Quorum accounting software including OGsql, OnDemand (Accounting and AP Workflow), DocVue and/or Open Invoice, preferredBA or Master's in accountingCPA, CA, CMA or APA is preferredProven practice development abilityKnowledge of the firm's philosophy and its opinions on financial mattersProficiency in use of technology and accounting programsExtensive 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 guidanceA positive attitudeA professional appearance and demeanorAbility to apply theory and experience to individual circumstancesAbility to analyze problems and recommend solutionsAbility to assess, analyze and manage risk using appropriate frameworks, professional judgment and skepticismExcellent communication skills, both orally and in writing; actively listens and clearly communicates ideas and informationAbility to lead and work respectfully and productively with diverse individuals in a variety of rolesWell-developed management and supervisory skillsWhy Should You Apply?
Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)Voluntary Dental and Vision Insurance17 Annual Firm holidays20 - 25 days PTO for Salaried EmployeesGenerous PTO for Non-Exempt Team MembersPaid Maternity and Parental Leave401(k) with Profit SharingDiscretionary Bonus ProgramFirm Paid Becker CPA Review Course & Reimbursement for Exam FeesHealth & Wellness ProgramPet 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)
Whitley Penn has become one of the 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 an 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?Work closely with the Oil and Gas Consulting Partner to develop tools, systems and processes for Oil & Gas Upstream accounting clientsServe as a liaison between the partner, the client and the professional staffAssume full responsibility for multiple client engagements, simultaneously; manage relationships and expectations with clients and external auditors, monitor engagement economics and coordinate engagement workflowDevelop comprehensive client service plans (meetings, dates, assignments, etc.) for engagements in collaboration with teamManage high risk (firm and engagement) situations with QC involvement, as applicableIdentify and research technical issues to assure compliance with relevant rules, guidelines, and standardsEnsure that processes are conducted, and deliverables are prepared in accordance with professional and firm standardsDevelop and communicate targets and goals that align with firm strategyContribute actively to changes on policies, processes, or procedures, using what you have experienced and learned to ensure improvementMaintain contact with clients throughout the year; possess a thorough knowledge of the client and all facets of client's business; own the end-to-end relationshipReview engagement economics with clientRemove barriers and/or resolve issues for the client and the team to ensure seamless, high-quality outcomesProactively interact with key client management to gather information, resolve problems and make recommendations for business and process improvementsCommunicate progress of engagements, problems and resolutions to clientMonitor engagement economics by reviewing and analyzing reports and data; respond actively to issues or discrepanciesTeach team members how financials reflect the health of the firm and what they can do to protect the firm's financial viability.Research and make recommendations, as appropriate, to increase efficiency and/or effectiveness.Participate in the firm's practice development efforts by designing and leading customized presentations and proposals to the stated needs and expectations of the clients and their organizations, creating innovative approaches with new/non-traditional clients and identifying additional services and revenue streams with current clientsBuild specific and challenging developmental plans for all team members; monitor and document resultsEnsure and provide evidence that all direct reports/coaches are actively engaged in performance improvement/development activities specific to their needsAssess accurately, using established competencies, experiences and criteria, the readiness of others for advancement/promotionCommunicate clear performance goals, priorities and required competencies to othersUse coaching and managerial skills to enhance the development and growth of othersWork to develop responsible trained staff by assisting in retention, developing training material and acting as an instructor in professional development programsParticipate in technical and professional training throughout the yearParticipate in the firm's annual performance management and goal setting processHow Will You 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 assignmentsPublic accounting experience, preferredExperience with setting up accounting functions/process as well as implementation acumenExperience with Quorum accounting software including OGsql, OnDemand (Accounting and AP Workflow), DocVue and/or Open Invoice, preferredBA or Master's in accountingCPA, CA, CMA or APA is preferredProven practice development abilityKnowledge of the firm's philosophy and its opinions on financial mattersProficiency in use of technology and accounting programsExtensive 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 guidanceA positive attitudeA professional appearance and demeanorAbility to apply theory and experience to individual circumstancesAbility to analyze problems and recommend solutionsAbility to assess, analyze and manage risk using appropriate frameworks, professional judgment and skepticismExcellent communication skills, both orally and in writing; actively listens and clearly communicates ideas and informationAbility to lead and work respectfully and productively with diverse individuals in a variety of rolesWell-developed management and supervisory skillsWhy Should You Apply?
Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)Voluntary Dental and Vision Insurance17 Annual Firm holidays20 - 25 days PTO for Salaried EmployeesGenerous PTO for Non-Exempt Team MembersPaid Maternity and Parental Leave401(k) with Profit SharingDiscretionary Bonus ProgramFirm Paid Becker CPA Review Course & Reimbursement for Exam FeesHealth & Wellness ProgramPet 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)