We have the following 3 positions with 3 different, growing Houston area companies (all of which are recurring WM Shirley Clients and longtime WM Shirley friends): M&A Manager (Services company: Galleria area), Director-Planning & Analysis (Services company: Westchase), and Controller (Energy company: South Houston). Required qualifications are:
#1: SR. M&A MANAGER (CPA)-HOUSTON (GALLERIA): $110-125K+ + EQUITY ET AL
- CPA
- Big Four Firm Assurance/Advisory/FAS Experience
- M&A Accounting Experience
- SEC Reporting Exposure - Relating to M&A
- Valuation Modeling Experience
- Microsoft Office Proficiency - Excel, PowerPoint, and Word in particular
- Ability to Travel up to 20-30% Internationally & throughout North America
#2: DIRECTOR-PLANNING (CPA)-W HOUSTON (WESTCHASE): $110-125K+ + EQUITY ET AL
- CPA
- M & A Valuation Experience
- Big Four Audit/Assurance Experience
- Basic Tax Background
- Planning/Budgeting Experience
- Microsoft Office Proficiency - Excel in particular
- Ability to travel up to 10% within the Domestic US only
#3: CONTROLLER-HOUSTON (SOUTH, OUTSIDE BELT): $85-$110K + Q BONUS ET AL
- CPA or CMA
- 6+ years of public accounting and/or private industry accounting experience
- Public Accounting Audit/Assurance Experience
- International Accounting Experience
- Microsoft Office Proficiency - Excel in particular
- Ability to Travel up to 10% as needed
SEE BELOW for complete JOB PROFILES.
NO RELOCATION PROVIDED for these positions.
IF YOU KNOW OF SOMEONE who may be interested and qualified (or you are interested/qualified) please let me know or forward this e-mail on to them.
QUALIFIED CANDIDATES who want to pursue one of these opportunities, whether on file with WM Shirley or not, please contact me at KSB@WMShirley.com and:
1. IDENTIFY THE POSITION - Cut and paste the one line Job Title from above into the subject line of your reply e-mail, and
2. RESUME/SALARY - Provide your CONFIDENTIAL resume (in Word format) and current salary components, if we don't already have them.
Thanks, and stay warm in this cold weather!!
Karen
Karen S. Brown, Staffing & Recruiting Manager
WM SHIRLEY I KSB@WMShirley.com l www.WMShirley.com
#1: SR. M&A MANAGER (CPA)-HOUSTON (GALLERIA): $110-125K+ + EQUITY
Our Client (or "the Company") is an established, GROWING and ACQUISITIVE Houston-based publicly held niche SERVICES company with operations throughout the United States & Canada, and plans to grow internationally.
- HOUSTON (GALLERIA AREA) HQ/NORTH AMERICAN-WIDE FOOTPRINT - Our Client has thousands employees nationwide with ~200 in HQ in HOUSTON (GALLERIA AREA), including a five (5) person Senior Management Team (CEO, CFO and COO and two (2) Division Presidents) and 25+ in Finance/Accounting in HQ (and 3 in the M&A function: the VP, a Director and this NEW Position), operating in 40 STATES with field & support offices in all 50 States and Canada.
- TOP NOTCH MANAGEMENT - With experienced and successful industry and capital formation executives, some of which are also fellow Big Four Alum & CPAs in key financial positions (CFO, CAO, Controller et al) and long time WM Shirley Friends.
- RECURRING WM SHIRLEY CLIENT - In July 2008, WM Shirley placed the Director-Financial Planning & Analysis with the Company, who has done very well.
- NEW POSITION IN HOUSTON HQ (GALLERIA AREA) - Being added as the Company ramps up its M&A program again under the leadership of a new VP-Acquisitions & Operations Integration, a seasoned M&A veteran, who reports directly to the COO given the significant (core/strategic) nature of M&A to the Company. The Company is seeking an M&A professional with STRONG PUBLIC ACCOUNTING EXPERIENCE in a FAST PACED, ENTREPRENEURIAL, BUT DETAILED ENVIRONMENT.
- GROUND FLOOR OPPORTUNITY - To build a world class organization in a growing company with solid management.
- HIGH VISIBILITY POSITION to Senior Management including CEO, COO, CFO et al.
POSITION DUTIES: Reporting directly to the VP-Acquisitions & Operations Integration, a M & A veteran with 20+ years experience who has been with the Company since 3Q 2010, and working closely with applicable Senior Management on deals, the SENIOR M&A MANAGER duties are as follows:
- ACCOUNTING DUE DILIGENCE (PRIMARY DUTY) - Providing detailed accounting & analysis required by Corporate Accounting & Senior Management of all M&A transactions; this Position is AT THE CENTER OF THIS ACTIVITY working with Big Four Alum/CPAs within the Company.
- DEAL MANAGEMENT - Coordinating with assigned cross-functional teams and participate in the due diligence, final bid preparation, negotiation, and contract drafting processes; identify risks and develop mitigation plans, and assist with integration efforts.
- INTEGRATION LIAISON - Working with the various departments within the Company during integration along with senior management of companies being acquired.
- M&A STRATEGY - Assist the VP-Acquisitions & Operations Integration with the development of M&A strategy by working closely with Senior Management to identify strategic needs suited for M&A.
- DEAL SUPPORT - Assist the VP-Acquisitions & Operations Integration with interaction with investment bankers, outside consultants, and M&A and Business Development contacts at peer companies.
- DEAL FLOW - Assist the VP-Acquisitions & Operations Integration with deal origination and pipeline candidate cultivation.
- TARGET COMPANY RESEARCH - Assist the VP-Acquisitions & Operations Integration with constant research and evaluation of numerous target companies.
- VALUATION MODELING/DEAL FIT ANALYSIS - Understanding of transaction structure implications, purchase accounting, and tax impacts; challenging/validating revenue, cost forecasts/synergies, and other key cash flow assumptions; and providing thought leadership with regard to "strategic fit", valuation analysis and negotiation strategy and tactics.
- MANAGEMENT PRESENTATIONS - Assist the VP-Acquisitions & Operations Integration with preparing presentations on proposed mergers, acquisitions, divestitures and/or other strategic alliances for Senior Management reviews.
- OTHER - Participating in various job duties/responsibilities and special projects as directed or determined on own initiative.
- MANAGERIAL & SUPERVISORY - Currently no direct reports for this Position; however, will work closely with another Director-M&A who has been with the Company a few years in addition to cross-functional teams, in addition to Corporate Accounting and Division Accounting Groups to leverage resources to assess & integrate deals.
COMPENSATION & BENEFITS: BASE SALARY in $110,000 to $125,000+ range (NEGOTIABLE), commensurate with Qualifications below; BONUS AWARDS - Discretionary bonus plan including CASH AND/OR RESTRICTED STOCK up to 20% of base salary commensurate with Company and individual performance and paid annually; BENEFITS comprehensive package including: 401k Plan - Matched; Insurance - Company Subsidized PPO, Dental, Vision, Life Insurance, Disability; Vacation - At least two (2) weeks of vacation initially; CFA/CPA Et Al Expenses - Reimbursement of all necessary and approved CFA/CPA and CPE et al expenses; Parking - Free covered parking; and Dress - Business casual dress every day.
QUALIFICATIONS: CPA; Big Four Firm Assurance/Advisory/FAS Experience - 3+ years (Experienced Senior or Manager, direct hire from Big Four is fine) of which at least 2 years of M&A transaction experience; M&A Accounting Experience - For public companies; SEC Reporting Exposure - Relating to M&A; Valuation Modeling Experience - In depth understanding of business valuation modeling and techniques (DCF, LBO, Trading Comps, and M&A Comps); Microsoft Office Proficiency - Excel, PowerPoint, and Word in particular; Ability to Travel up to 20-30% Internationally & throughout North America
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#2: DIRECTOR-PLANNING (CPA)-W HOUSTON (WESTCHASE): $110-125K+ + EQUITY
Our Client (or "the Company") is a growing and acquisitive publicly held niche SERVICES company with operations throughout the United States.
- WEST HOUSTON (WESTCHASE) HQ/US-WIDE FOOTPRINT - Our Client has 2,000+ employees nationwide, including 100+ in HQ, including a three (3) person Senior Management Team (CEO, COO, CFO) and 20+ in Finance/Accounting, with operations in most of the Lower 48 States.
- REPLACEMENT/UPGRADED POSITION IN WEST HOUSTON HQ (WESTCHASE AREA) - With growth and planned growth through acquisitions, our Client is seeking a HANDS ON, highly energetic individual with a "can do" attitude to join this exciting Company to lead the assimilation of new and existing acquisitions in to the Company's accounting system and provide related ongoing tax, reporting & analysis duties noted below.
- TOP NOTCH MANAGEMENT - Experienced and successful industry executives with successful M&A and capital formation track records.
- RECURRING WM SHIRLEY CLIENT - With the placement of a key Financial Executive within the Company a few years ago who has done very well.
- GROUND FLOOR OPPORTUNITY - To build a world class organization in a growing Company with solid management.
- HIGH VISIBILITY POSITION to Senior Management including CEO, CFO, COO and the Board of Directors.
POSITION DUTIES: Reporting directly to the Corporate Controller, and working closely with the CFO, both long time WM Shirley Friends, the Director-Planning & Analysis duties are as follows:
- M&A MODELING & DUE DILIGENCE - Prepare acquisition valuation models; Perform acquisition due diligence procedures on potential acquisition targets.
- TAXES (PREP, COMPLIANCE, REPORTING, DISTRIBUTION ET AL) - Multiple duties as follows: (1) Coordinate annual federal and state income tax data with the Big Four firm engaged by the Company for preparation of all tax returns; (2) Follow up on all state and federal income tax matters with appropriate tax agency; (3) Prepare quarterly tax accrual roll forward; (4) Prepare analysis of deferred tax asset on a quarterly basis; (5) Calculate, track and pay quarterly 1120 federal and state income tax payment; (6) Prepare annual book to tax reconciliation; (7) File annual state and federal income tax returns, and (8) oversee the distribution of multiple partner K-1's.
- BUDGETING & PLANNING - Create, revise and maintain all operating budget templates; Consolidate annual operating/capital budget and create associated reports; prepare Company forecasts; Prepare & update the Company's long term plans, i.e. 5 Year Plan
- MANAGEMENT REPORTING & ANALYSIS - Oversee the preparation and review of monthly financial metrics and financial review package
- SOX - Maintain and revise SOX income tax procedures as necessary
- BOARD REPORTING - Assist with preparation of the quarterly Board of Director's package
- PRO FORMA MODELS - Update various pro forma models as needed
- SPECIAL PROJECTS/AD HOC ANALYSIS - Prepare special projects/ad hoc analysis per Senior Management's request
- OTHER - Participating in various job duties/responsibilities and special projects as directed or determined on own initiative.
- MANAGERIAL & SUPERVISORY - One direct report currently while working closely with the Corporate Controller, CFO, and Regional VPs ensuring proper assimilation of acquisitions, and all tax compliance, and related planning & analysis, while evaluating staffing needs, hiring, supervising, evaluating and improving the planning & analysis function.
COMPENSATION & BENEFITS: BASE SALARY in $110,000 to $125,000+ range (NEGOTIABLE), commensurate with Qualifications below; BONUS AWARDS: Up to 15% of Base Salary, based 25% on Company and 75% individual performance, paid annually; EQUITY PARTICIPATION: TBD subject to the customary BOD approval, commensurate with other Management; BENEFITS comprehensive package including: 401k Plan; Insurance - Company Subsidized PPO, Dental, Vision, Life Insurance, Disability; Vacation - At least two (2) weeks of Company paid vacation initially, commensurate with experience, with service credits available for prior years of employment; CPA Et Al Expenses - Reimbursement of all necessary and approved CPA Et Al and CPE expenses; Parking - Free covered parking; and Dress - Business casual dress every day.
QUALIFICATIONS: CPA; M & A Valuation Experience; Big Four Audit/Assurance Experience; Basic Tax Background - To manage 3rd party CPA firm relationship; Planning/Budgeting Experience - To manage the generation of the monthly report; Microsoft Office Proficiency - Excel in particular; Ability to travel up to 10% within the DOMESTIC US ONLY
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#3: CONTROLLER-HOUSTON (SOUTH, OUTSIDE BELT): $85-$110K + Q BONUS ET AL
Our Client (or "the Company") is an established, privately held, well funded group of growing niche international ENERGY industry companies.
- SOUTH HOUSTON HQ (OUTSIDE BELTWAY)/INTERNATIONAL FOOTPRINT - Our Client has ~100 employees worldwide, with most in HQ in SOUTH HOUSTON (OUTSIDE BELTWAY), including a 5 person Senior Management Team and 5 in Finance/Accounting (the CFO, this Controller, an Assistant Controller and 2 Accounting Clerks), with operations in 4 DIFFERENT COUNTRIES (INCLUDING THE US), and future plans including continued growth in these countries and expansion into the South America, Europe and The Middle East. Our Client also operates in MULTIPLE STATES. Currently, revenues are approximately 90%/10% US/International through multiple entities.
- REPLACEMENT POSITION IN SOUTH HOUSTON (OUTSIDE BELTWAY) HQ - Under hired the position. The Company needs a HANDS ON Controller with STRONG COMMUNICATION & TECHNICAL SKILLS to aid the CFO/COO (same person) to aid in developing and implementing the accounting & reporting infrastructure needed to support the Company's growth.
- SEASONED & PROVEN MANAGEMENT - With experienced and successful international energy industry executives. The CFO/COO is a fellow public accounting alum & CPA with almost 25 years of finance, accounting and operations experience with some of the best companies.
- GROUND FLOOR GROWTH OPPORTUNITY - To build a world class organization in a growing company with solid management. The position will grow along with the Company.
- HIGH VISIBILITY POSITION to Senior Management including CEO, CFO/COO et al.
POSITION DUTIES: Reporting to the CFO/COO, a fellow CPA & public accounting alum and longtime WM Shirley Friend whom has been with the Company since 2006 and has almost 25 years of solid finance, accounting and operations experience, the CONTROLLER duties are as follows:
- SYSTEMS CONVERSION - Lead the implementation and conversion of multiple accounting systems in to a common platform.
- SYSTEMS/CONTROLS - Establish and maintain systems and controls which verify the integrity of all systems, processes and data, and ensure compliance with company policies.
- MONTHLY CLOSINGS - Coordinate/perform the month-end and year-end closing process on a timely basis, including preparation and validation of financial statements.
- STATUTORY/TAX FILINGS - Assure the timely filing of all required statutory financial and tax filings for foreign and domestic companies.
- TREASURY & CREDIT - Manage treasury, cash flow and recommend and implement credit, collection, purchasing, discount and payment policies.
- INVENTORY ACCOUNTING - Develop procedures to properly account for inventory, including periodic cycle counting and the taking of periodic physicals.
- CAPEX - Review and approve capital expenditure requests against approved budgets for availability of funds prior to commitment.
- OPERATIONS LIAISON - Work closely with operations to develop and refine procedures that impact company financials.
- EXTERNAL AUDIT ASSISTANCE - Work with outside auditors to complete year-end audits and corporate tax returns.
- BANK COMPLIANCE - Handle bank covenant compliance reporting.
- OTHER - Participating in various job duties/responsibilities and special projects as directed or determined on own initiative.
- MANAGERIAL & SUPERVISORY - Lead, develop and train a small staff responsible for credit and collections, billing, cash posting and accounts payable. Currently three (3) direct reports (Assistant Controller + 2 Accounting Clerks), while working closely with the CFO ensuring proper accounting & financial reporting, while evaluating staffing needs, hiring, supervising, evaluating and improving the accounting function.
COMPENSATION & BENEFITS: BASE SALARY in $85,000 to $110,000 range, commensurate with Qualifications below; BONUS AWARDS: 0% to 20%: Target: 15% (based 50% on Company and 50% on individual performance); PAID QUARTERLY (PAID CONSISTENTLY IN RECENT YEARS!); BENEFITS: Comprehensive Package including: 401K - Matched 401k Plan, Matched 100% up to 4%; Insurance - Company Subsidized PPO, Dental, Vision, Life Insurance, Disability (Employees AND Dependents); Vacation - At least two (2) weeks of vacation initially, commensurate with experience, with service credits available for prior years of employment; CPA Et Al Expenses - Reimbursement of all necessary and approved CPA Et Al and CPE expenses; Free parking; Dress - Business casual/appropriate dress every day
QUALIFICATIONS: CPA or CMA; Years of Accounting Experience - 6+ years of public accounting and/or private industry accounting experience; Public Accounting Audit/Assurance Experience; International Accounting Experience; Business Process Improvement Acumen; Small/Middle Market Business Accounting Experience; Microsoft Office Proficiency - Excel in particular; Ability to Travel up to 10% as needed
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WM SHIRLEY - Former practicing CPAs, Financial Auditors, Business Advisors, CFOs/Controllers and Human Resource Managers with 60+ years of combined experience in Big Four public accounting and Industry experience providing strategic Advisory, Staffing and Recruiting solutions to businesses in a diverse array of industries through a vast network. Prior to WM Shirley, W. Mark Shirley, CPA, President & Founder, was with ANDERSEN 14 years (80-94), in the Audit & Business Advisory Practice and Karen S. Brown, Recruiting Manager, was with DELOITTE 16 years (80-96), in the Human Resources-Alumni Relations Practice.
462 Placements and 131 Advisory & Contract Engagements by W. Mark Shirley, CPA, and his associates since late 1994. For more, click on www.WMShirley.com
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