Job summary
Job post source
This job is directly from Palm Tree LLC
Job overview
The Senior Associate, Strategic Finance at Palm Tree LLC leads strategic financial engagements, delivering insights and managing teams to support private equity and M&A projects.
Responsibilities and impact
The role involves leading engagements, managing teams, delivering financial models and reports, conducting financial and operational analyses, providing strategic recommendations, mentoring junior staff, and supporting business development.
Compensation and benefits
The position offers a base salary of $150k–$175k with a top-tier bonus structure, full medical, dental, and vision coverage, a competitive 401(k) with employer contributions, unlimited PTO, parental leave, hybrid work options, and 5%–35% travel requirements.
Experience and skills
Candidates need 5–7+ years in financial consulting or related fields, experience managing teams, proficiency in Excel and PowerPoint, strong analytical and communication skills, and a degree in Accounting, Finance, or related fields; postgraduate degrees preferred.
Career development
Palm Tree offers accelerated career growth opportunities, exposure to high-impact M&A projects, and a collaborative entrepreneurial culture fostering professional development.
Work environment and culture
The company promotes a collaborative, entrepreneurial culture valuing diversity, inclusion, equity, and access, with a hybrid work environment and offices in multiple cities.
Company information
Palm Tree LLC is a modern M&A advisor founded in 2010, providing integrated investment banking and financial consulting services focused on transactions, transitions, and transformations.
Team overview
The candidate will join the Strategic Finance group, a management-level team focused on FP&A, financial modeling, and CFO initiatives, working closely with clients and mentoring junior members.
Job location and travel
The role is hybrid with office locations in Los Angeles, Chicago, Detroit, and Dallas, requiring 5%–35% travel.
Application process
Qualified candidates must apply directly through the company's portal; outside recruiters or headhunters are not engaged for this search, and unsolicited resumes may disqualify applicants.
Unique job features
This role stands out by offering leadership in high-impact financial engagements, strategic influence on middle-market companies and private equity firms, and a strong commitment to diversity and inclusion.
Company overview
Palm Tree LLC, headquartered in Los Angeles, is a modern M&A advisory firm founded in 2010. The company provides integrated investment banking, transaction support, and strategic finance services, primarily catering to private equity firms. With additional offices in Chicago and Dallas, Palm Tree has expanded its footprint to serve a growing market. The firm is known for its comprehensive solutions in capital markets and special situations, and it operates a wholly-owned broker-dealer subsidiary, Palm Tree Securities LLC.
How to land this job
Tailor your resume to highlight leadership in financial consulting, strategic finance, and FP&A, emphasizing experience managing teams and delivering high-impact financial insights as outlined in the Senior Associate, Strategic Finance role at Palm Tree LLC.
Focus on showcasing your skills in financial modeling, performance improvement, and client engagement, including your ability to lead strategic projects and communicate effectively with clients and teams.
Apply through multiple platforms such as Palm Tree LLC’s corporate career portal and LinkedIn to maximize your application visibility and ensure your resume reaches the right hiring managers.
Connect with professionals within Palm Tree’s Strategic Finance group on LinkedIn to learn more about the role and company culture; use ice breakers like commenting on recent M&A projects they’ve worked on or asking about their experience leading financial transformation initiatives.
Optimize your resume for ATS by incorporating keywords from the job description like 'financial modeling,' 'FP&A,' 'team leadership,' 'strategic finance,' and 'client deliverables' to pass initial screenings successfully.
Leverage Jennie Johnson’s Power Apply feature to automate customized applications, identify multiple application channels, and find relevant LinkedIn contacts to network with, allowing you to focus your time on preparing for interviews and building relationships.
Jennie Johnson works for you!
Here’s what we do to make sure you’re successful:
Targeted Resume Revamp:
We expertly craft your resume to navigate Applicant Tracking Systems (ATS) and showcase your qualifications, making you stand out as a top-tier candidate.
Job Description Dissection:
Unpack the job posting with expert analysis, ensuring your application hits every key requirement.
Bespoke Cover Letter:
Capture the attention of hiring managers with a personalized cover letter that highlights how your skills align perfectly with the job's needs.
Interview Mastery:
Prepare for interviews like a pro with likely questions, strategic answers, and insightful questions for you to ask, setting you apart as an informed candidate.
Direct Application Insights:
Receive tailored advice on the best places to apply, ensuring your applications are seen by the right employers.
Skills and Gaps Assessment:
Identify and close critical skills gaps to position yourself as the best-fit candidate for your ideal job.
Personalized Email Pitch:
Make a memorable first impression with an email template crafted to engage potential employers and initiate meaningful conversations.
In-depth Research Guide:
Leverage comprehensive research tools to gather effective insights on companies, industry trends, and role-specific challenges.
Detailed Company Analysis:
Gain in-depth understanding of your prospective employer, giving you the edge in applications and interviews.
Strategic Candidate Overview:
Understand your unique value and why companies would want to interview you, highlighting your background and positioning.