Job summary
Job post source
This job is directly from Palm Tree LLC
Job overview
The Senior Associate, Strategic Finance role at Palm Tree LLC focuses on providing financial consulting and management services within M&A environments, contributing to the firm's growth and client success.
Responsibilities and impact
Responsibilities include managing strategic engagements, developing financial models, ensuring quality control of deliverables, conducting financial analyses, and guiding clients in operational improvements.
Compensation and benefits
The salary for this position ranges from $125k to $150k, with performance-based bonuses, medical, dental, and vision coverage, a competitive 401k program, unlimited PTO, and robust parental leave policies.
Experience and skills
Candidates should have 6+ years of experience in financial consulting or related fields, a degree in Accounting or Finance, and strong technical skills in Excel and PowerPoint.
Career development
The role offers accelerated, merit-based career advancement and opportunities to work closely with top private equity firms and M&A advisors.
Work environment and culture
Palm Tree promotes a supportive, collaborative culture that values diversity and inclusion, fostering a team-first atmosphere.
Company information
Founded in 2010, Palm Tree LLC is a modern M&A advisor providing integrated investment banking and financial consulting services to businesses.
Team overview
The team consists of high-performing, interconnected members who collaborate on various M&A projects, emphasizing skill development and client engagement.
Job location and travel
The position is hybrid, requiring 2+ days per week in the office, with travel requirements of 5% to 35+%, and offices located in L.A., Chicago, Detroit, and Dallas.
Application process
Candidates should prepare to submit their resume and cover letter, with specific application instructions provided during the interview process.
Unique job features
This position offers unique opportunities to engage with top-tier clients and participate in innovative financial projects within a rapidly scaling firm.
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 emphasize your experience in financial modeling and management, showcasing your ability to lead engagements and communicate effectively with clients, as these are key components of the Senior Associate role at Palm Tree LLC.
Highlight your background in FP&A, corporate finance, or investment banking, and ensure to include any experience with M&A transactions, as this aligns with the firm's focus on integrated investment banking and financial consulting services.
Apply through multiple platforms, including Palm Tree LLC's corporate website and LinkedIn, to maximize your chances of being noticed for this position.
Connect with professionals in the Strategic Finance division of Palm Tree LLC on LinkedIn, and consider ice breakers like discussing recent trends in M&A or asking about their experience working on specific projects.
Optimize your resume for ATS by incorporating relevant keywords from the job description, such as 'financial modeling,' 'FP&A,' and 'M&A,' to enhance your visibility during the screening process.
Consider using Jennie Johnson's Power Apply feature to streamline your application process, allowing you to focus on networking and preparing for interviews while ensuring your resume is tailored for the position.
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