Job summary
Job post source
This job is directly from Palm Tree LLC
Job overview
The Vice President, Strategic Finance at Palm Tree LLC leads strategic financial engagements and delivers high-quality financial insights to clients, impacting private equity and M&A projects.
Responsibilities and impact
The role involves managing teams, finalizing financial models and reports, conducting operational analyses, improving financial processes, providing strategic recommendations, leading client interactions, mentoring staff, and supporting business development.
Compensation and benefits
The position offers a base salary of $150k–$175k with top-tier bonuses, full medical, dental, and vision coverage, a competitive 401(k) with employer contributions, unlimited PTO, parental leave, and a hybrid work environment with some travel required.
Experience and skills
Candidates need 7–10+ 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 are preferred but not mandatory.
Career development
Palm Tree offers accelerated career growth opportunities and exposure to high-impact M&A projects within a collaborative, entrepreneurial culture.
Work environment and culture
The company fosters a collaborative, entrepreneurial culture with a team-oriented mindset and a hybrid work environment across multiple U.S. offices.
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, managing teams and leading engagements focused on FP&A, financial modeling, and Office of the CFO initiatives.
Job location and travel
The role supports a hybrid work environment with office locations in Los Angeles, Chicago, Detroit, and Dallas, requiring 15%–50% travel.
Unique job features
This role is distinguished by its leadership in high-impact financial engagements, strategic influence on middle-market companies and private equity firms, and a flexible hybrid work model.
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
Position your resume to highlight leadership in financial consulting, FP&A, and strategic finance, focusing on your experience managing teams and delivering high-quality financial insights aligned with Palm Tree's Strategic Finance group.
Emphasize your expertise in cash flow modeling, annual operating plans, KPI reporting, and your ability to provide actionable strategic recommendations and process improvements.
Apply through multiple channels including Palm Tree LLC's corporate career site, LinkedIn, and relevant financial consulting job boards to maximize your application visibility.
Connect with professionals in Palm Tree's Strategic Finance division on LinkedIn; start conversations by referencing recent M&A projects they've been involved in or expressing interest in how their team innovates in financial modeling and client engagement.
Optimize your resume for ATS by incorporating keywords such as 'FP&A,' 'financial modeling,' 'cash flow analysis,' 'team leadership,' 'M&A advisory,' and 'strategic finance' to ensure it passes automated screenings.
Use Jennie Johnson's Power Apply feature to automate tailored applications, identify the best platforms to apply on, and find LinkedIn contacts to network with, allowing you to focus your time on preparing for interviews and refining your expertise.
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