Senior Associate Transaction Services

2 months ago

Chicago, United States Palm Tree LLC Full time

Senior Associate, 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 transactions, transitions, and transformations.


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:

  • Big 4 professionals with TAS and QoE experience.


About the position:

Palm Tree’s roots are in Financial Due Diligence, executing its first buy-side private equity QoE engagement in 2010. Today, the practice remains a large, growing base for Palm Tree’s revenue streams. This is an add-to-staff position that aims to support our continued growth.


Responsibilities & Duties:

  • General management of Quality of Earning and Working Capital Adjustment engagements, providing management, direction, and assignment of tasks to colleagues, and leading communication with clients throughout the process
  • Design and develop work streams, often involving complex quantitative analysis and detailed financial models at various granularity levels, to drive operational and transactional insights
  • Review and finalize financial due diligence on key areas of the Income Statement and Balance Sheet
  • Provide final quality control of client deliverables (including Quality of Earnings reports) that highlight the key financial, commercial, and other findings
  • Formulate adjustments based on accounting concepts, as well as observations of trends in financial statements and interactions with management
  • Review and finalize analysis on key operational data, cashflow, net working capital, debt, and debt-like items
  • Assist junior team members with analysis of core financial due diligence
  • Guide clients as to how to incorporate our reports and other deliverables into the client’s valuation and sale, purchase agreement, and other negotiating points
  • Lead meetings and conference calls in financial and business due diligence to assist with various investment and growth decisions
  • Perform detailed analyses and synthesize actionable insights from data sets and unstructured information sources
  • Assist with thoughts on deal structure, terms, and working capital targets
  • Effectively and efficiently communicate with senior team members in status updates of engagements
  • Begin to participate in developing new client relationships and other business development functions
  • Be actively involved in building and maintaining client relationships and other business development opportunities


Qualifications & Requirements:

Well-qualified Senior Associate candidates should have an undergraduate degree in Accounting, Finance, or other related fields; any postgraduate degrees, including MAC or MBA are preferred but not required.


Ideal candidates should have 4-6+ years of Big4 experience, with at least one year managing QoE engagements in a TAS environment. Vice President candidates should have experience managing multiple team members across different engagements in their prior work experience.


Candidates who strongly align with our core values, with an interest in private equity, entrepreneurship, M&A, and transaction services will do well at Palm Tree.


In addition to demonstrating a strong work ethic, and a capability to lead teams, and manage multiple engagements, candidates should have sound technical skills and proficiency in Microsoft Excel and PowerPoint. Experience with BI technologies and other data manipulation tools is a plus but not required.


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


Compensation:

The base compensation for this position will range from $125k-$150k; the final title and compensation will be determined by the candidate's experience and day-1 capabilities, as dictated by the interview process. A highly competitive year-end bonus is calculated based on the performance of the individual, line of service, and firm as a whole. Additionally, 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.

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