Whitley Penn, a leading CPA and Consulting firm, is seeking a Data Analytics Software Engineer to support automation and data analysis initiatives for our Forensic, Litigation and Valuation Services (FLVS) practice. This role will focus on streamlining repetitive tasks in Microsoft Excel and Word, enhancing reporting accuracy, and supporting forensic investigations through data-driven insights. The ideal candidate will have a strong understanding of financial statements, accounting principles, and experience in data analytics and software engineering.
NOTE: This is an on-site position in our Fort Worth office.
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?
- Automate financial reporting and documentation workflows using Microsoft Excel (VBA, PowerPivot) and Word.
- Develop and maintain data pipelines and scripts using SQL, Python, and R.
- Create interactive dashboards and visualizations using Power BI and other tools.
- Analyze financial data to identify trends, anomalies, and potential fraud indicators.
- Collaborate with forensic accountants to improve data accessibility and reporting efficiency.
- Support budgeting, forecasting, and risk analysis with predictive modeling.
- Ensure accuracy and integrity of automated processes and financial reports.
How Will You Get Here?
- Bachelor’s degree in Data Analytics, Computer Science, or related field required.
- Master’s degree in Data Analytics, Computer Science, Finance, or related field preferred.
- Minimum 2 years of experience in financial analysis, data analytics, or software engineering.
- Proficiency in Microsoft Excel (including VBA Macros, PowerPivot, Solver Tool) and Word automation.
- Experience with SQL, Python, R, and Power BI.
- Experience in financial analysis preferred.
- Strong understanding of financial statements and accounting practices preferred.
- Familiarity with NetSuite, QuickBooks, and other financial tools preferred.
- Strong communication and collaboration 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, including extended breaks around July 4th and year-end
- 20 days PTO
- 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.
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
