Senior Associate, Strategic Finance

Senior Associate, Strategic Finance

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. 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: A strong financial modeler with engagement lead experience in a Big4, Consulting, or other client services environment. A corporate FP&A professional who has prior client services experience in Big4 or management consulting, or otherwise has served as the strategic business partner to the C-level suit of their organization. About the position:

Palm Tree’s Strategic Finance group provides FP&A, financial modeling, performance improvement, and other Office of the CFO initiatives to our clients’ portfolio companies. As part of our growth, this is an add-to-staff management position. Responsibilities & Duties:

General management of strategicengagements, 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 insights and improvements Provide final quality control of client deliverables (including Reporting Packages, models, KPI reports, etc) that highlight key financial, commercial, and other trends in the business Review and finalize analysis on financial and operational data, KPIs, cashflow, net working capital, debt items Manage Q&A/investigation process on key areas of the Income Statement, Balance Sheet and other reports, leading to operational insights and improvement opportunities Lead “gap analysis” financial reviews, identifying recommended changes to current financial operations to best practices and more efficient methods of financial processes Manage implementation of best practices for Financial Operations Assist junior team members with analysis of financials and bridge to operations challenges/changes

Guide clients as to how to incorporate our reports, processes, and other deliverables into the client’s ongoing business operations

Lead meetings and conference calls in financial and business discovery, as well as change management activities Perform detailed analyses and synthesize actionable insights from data sets and unstructured information sources Consult with clients on changes to team structure, business processes or information needs

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: Senior Associate candidates should have an undergraduate degree in Accounting, Finance, or other related fields; postgraduate degrees, including MAC or MBA, are preferred but not required. Ideal Senior Associate candidates should have 6+ years of relevant professional experience

in financial consulting, FP&A, corporate finance, investment banking, restructuring, or other corporate operation improvement roles. Senior Associate candidates should have experience managing multiple team members across different engagements in their prior work experience. Candidates who strongly align with our core values and are interested 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. 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 communicationskills Is highly organized with strong project management skills Compensation: The base salary for this position ranges from $125k-$150k with a competitive 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.* 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 team member.

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