Senior Analyst, Transaction Advisory Services

1 week ago

Chicago, Illinois, United States Palm Tree LLC Full time

Senior Analyst, Transaction Advisory Services

About Palm Tree:

Join an elite team of respected experts who approach the needs of M&A differently, in a demanding, yet supportive and collaborative culture. Founded in 2010, Palm Tree is the modern M&A advisor. We are the single source for integrated investment banking and financial consulting services that enable businesses to better prepare for and execute on transactions, transitions, and transformations.

Palm Tree approaches strategic events from the perspectives of owners and operators. Our processes and deliverables enable our clients to make critical business decisions efficiently and to create value in strategic events. Strategic events include mergers, acquisitions, divestitures, carve-outs, recapitalizations, refinancings, restructurings, and growth and performance improvement initiatives.

We were born out of private equity. It gives us the resilience, flexibility, and perspective of owners and operators. Our team comes from private equity, Big-4 accounting, investment banking, and business operations experience. We understand the time-sensitive, uncompromising demands of M&A to deliver advantageous outcomes for private equity firms and business operators alike.

What we offer:

  • Accelerated, merit-based career advancement compared with more rigid, bureaucratic firms
  • An opportunity to have an impact with a rapidly scaling, entrepreneurial, collaborative culture centered on growing people's skills inside of fast-paced M&A environments
  • Working with top private equity firms, M&A advisors, and corporations
  • Experience with multiple facets of M&A and investment banking projects that require engagement and communication at all levels of the organization
  • A principled culture that lives its core values through the actions of the firm and its individuals
  • High-performing yet supportive and interconnected teams throughout the organization
  • Highly competitive salary, bonus, and benefits structure
  • A flexible, hybrid work environment with access to open office plans in strategic markets
Who we are seeking:
  • Proven top-performing Big4 Auditors with experience in middle market private clients who are seeking to leverage their experience into a career in Transaction Advisory Services.
About the position:
Palm Tree's Analyst Program is designed to be a differentiated, experience-based, functional training program for return interns and early-stage finance professionals from Public Accounting, Management Consulting, Private Equity, or Investment Banking. The program provides rising professionals with formal exposure to the different lines of service within Palm Tree. This unique experience exposes Analysts to the accounting and finance technical skills needed to execute at each stage of the M&A lifecycle.

Responsibilities & Duties:
  • Perform basic financial-based due diligence on prospective transactions and strategic decisions of businesses
    • Learn to identify and quantify key financial and operations risks and evaluate business drivers/assumptions
    • Support teams with financial statement analysis, including detailed review of income statements, balance sheets, cash flow statements, and key operational metrics
  • Assist in creating client-facing outputs/reports and presentations that highlight the key financial, commercial, and strategic drivers behind financial performance, such as CIPs, investment models, KPI dashboards, and Quality of Earnings reports
  • Learn and support basic FP&A and modeling engagements, including 3-statement financial and operational models
    • Help to synthesize and convert data into meaningful metrics to analyze business performance and drivers
    • Compose and analyze detailed financial reporting packages, operational KPIs, liquidity, and other reports
    • Assist in the construction of reports and presentations for clients using PowerPoint, Excel, and BI technologies
  • Manage and prioritize service-based and strategic responsibilities, including business development, through continuous interaction with senior team members
Qualifications & Requirements:
Senior Analysts should have an undergraduate degree in Accounting, an active CPA (or proven progress towards), and experience with private clients in the middle market. Postgraduate degrees are a plus but not required. Ideal Senior Analyst candidates bring professional experience in Big4/public accounting, with at least a full year of QoE work. In addition to demonstrating a strong work ethic, being well organized, and being capable of multi-tasking on more than one assignment at a time, candidates should have sound technical skills and proficiency in Microsoft Excel and PowerPoint; experience with data tools such as Tableau or PowerBI is a plus.

Other qualities we look for in a candidate:
  • Is dedicated to delivering high-quality work products and always pushing themselves to do their best
  • Is committed to a "team first" atmosphere and has the will to support their teammates and learn from those around them in each engagement
  • Is proactive, motivated, and has a self-starter attitude with a desire to improve continuously
  • Has an inquisitive personality that enjoys puzzles, combining strong analytical and critical thinking skills with attention to detail
  • Has an ability to "stay cool" under pressure and thrive in demanding work environments
  • Has excellent written, presentation, leadership, and interpersonal communication skills
  • Is highly organized with strong project management skills

Our Commitment to Diversity, Inclusion, Equity, & Access

Our people are our greatest asset.

As skilled professionals faced with complex challenges, we value unique and creative ideas that help us grow stronger, smarter, and more adaptable for tomorrow. At Palm Tree, we view inclusion, diversity, equity, and access as critical to achieving excellence and belonging to foster an authentic culture where creative solutions flourish.

We believe that our work for clients and the well-being of our company are strengthened by the diversity of our people. We recognize the systemic barriers that have limited opportunities, access, and representation for women and minorities in the financial services industry. We are committed to developing a new paradigm to create a diverse and inclusive financial services firm of the future. We actively seek and welcome people of differences in background, from culture, experience, national origin, religion, sexual orientation, and age to gender, gender identity, gender expression, race, ethnicity, ability, neurodiversity, political views, veteran status, and more.

Together, we strive to create an environment that values diversity, promotes an inclusive culture, and establishes a profound sense of belonging for each member of our team.

Compensation:

The base salary for this position is $100k with a performance-based bonus. The final title and compensation will be based on the candidate's experience and day-1 capabilities, as determined in the interview process. In addition, Palm Tree offers medical, dental, and vision premium coverage, a competitive 401k program, an unlimited paid time off (PTO) policy (no formalized limits; take as needed), a robust maternity/paternity leave program, and many other fringe benefits.

*Palm Tree is a "Hybrid" work environment; this position requires 2+ days per week in the office. Palm Tree engagements can also require 5% - 35+% travel with the ability to work remotely and with offices in the L.A., Chicago, Detroit, and Dallas markets.*

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