Lead Associate, Financial Strategy

2 weeks ago

Chicago, Illinois, United States Palm Tree LLC Full time
Lead Associate, Financial Strategy

About Palm Tree:

Become part of a distinguished group of professionals transforming the M&A sector, nurturing a stimulating yet supportive and collaborative atmosphere. Founded in 2010, Palm Tree is recognized as a modern M&A consultancy. We serve as the premier destination for all-encompassing investment banking and financial advisory services, empowering businesses to adeptly manage transactions, transitions, and transformations.

What distinguishes us:
  • Accelerated career advancement based on performance, moving away from conventional, bureaucratic frameworks.
  • An opportunity to influence change within a rapidly growing, entrepreneurial, and collaborative environment focused on skill enhancement in dynamic M&A contexts.
  • Collaboration with top private equity firms, M&A experts, and corporate organizations.
  • Exposure to various facets of M&A and investment banking projects, involving engagement and communication across all organizational levels.
  • A values-driven culture reflected in the actions of the organization and its members.
  • High-performing, cohesive teams that cultivate a supportive network throughout the organization.
  • Competitive salary, bonus, and benefits package.
  • A flexible, hybrid work environment with access to open office layouts in key markets.
Who we seek:
  • A skilled financial modeler with prior leadership experience in a Big4, consulting, or similar client-focused environment.
  • A corporate FP&A expert with previous client-facing roles in Big4 or management consulting, or a proven history as a strategic partner to C-level executives within their organization.
About the role:
  • The Strategic Planning division at Palm Tree provides FP&A, financial modeling, performance enhancement, and additional CFO-centric initiatives to our clients' portfolio companies. This role signifies a managerial expansion within our team.
Responsibilities & Tasks:
  • Overseeing strategic initiatives, delegating tasks to team members, and leading client communication throughout the engagement
    • Designing and executing work streams, often involving complex quantitative analyses and detailed financial models at various levels of granularity to drive operational insights and enhancements.
    • Ensuring quality control of client deliverables, such as Reporting Packages, models, and KPI reports, emphasizing key financial and commercial trends.
    • Conducting thorough analysis on financial and operational data, KPIs, cash flow, net working capital, and debt items.
    • Leading financial reviews to uncover operational insights and improvement opportunities.
    • Managing the implementation of financial operational best practices.
    • Supporting junior team members in financial analysis and operational challenges.
  • Guiding clients on integrating our reports, processes, and deliverables into their ongoing operations
    • Leading meetings, conference calls, and change management activities.
    • Performing detailed analyses and deriving actionable insights from datasets and unstructured information.
    • Collaborating with clients on team structure, business processes, and information requirements.
  • Ensuring effective communication with senior team members through engagement updates.
  • Participating in fostering new client relationships and other business development activities
    • Engaging in client relationship building and business development initiatives proactively.
Qualifications & Requirements:

Candidates for the Lead Associate position should possess a Bachelor's degree in Accounting, Finance, or related fields; while postgraduate degrees like MAC or MBA are preferred, they are not mandatory.

Ideal candidates should have over 6 years of relevant experience in financial consulting, FP&A, corporate finance, investment banking, restructuring, or other roles focusing on corporate operational enhancement. Candidates must have previous experience managing teams across various engagements.

Candidates who resonate with our core values and exhibit an interest in private equity, entrepreneurship, M&A, and transaction services will thrive at Palm Tree. In addition to showcasing a strong work ethic, team leadership capabilities, and multi-engagement management skills, candidates should demonstrate proficiency in Microsoft Excel and PowerPoint.

Desirable candidate traits:
  • Dedicated to delivering top-tier work and continuously striving for excellence.
  • Committed to fostering a team-oriented environment, supporting colleagues and seeking growth through collaboration.
  • Proactive, motivated, and possessing a self-driven attitude focused on continual improvement.
  • Inquisitive personality with a penchant for problem-solving, blending analytical and critical thinking with attention to detail.
  • Ability to maintain composure under pressure and excel in demanding work settings.
  • Strong written, presentation, leadership, and interpersonal communication skills.
  • Highly organized with adept project management abilities.
Compensation Details:

The salary range for this role starts at $125,000 and can go up to $150,000, including a competitive performance-based bonus. The final title and compensation package will be determined based on the candidate's experience and demonstrated capabilities during the interview process. Additionally, Palm Tree provides comprehensive medical, dental, and vision coverage, a competitive 401k program, an unrestricted paid time off policy, generous maternity and paternity leave, and various other perks.

*Palm Tree offers a "Hybrid" work environment, necessitating a presence in the office for at least 2 days per week. Engagements at Palm Tree may involve 5% - 35+% travel, with the option to work remotely, and with offices located in various key markets.*

Our Commitment to Diversity, Inclusion, Equity, & Access

Our team stands as our most valuable asset.

As skilled professionals tackling complex challenges, we welcome innovative and distinct perspectives that aid in our continual growth, resilience, and adaptability for the future. At Palm Tree, we regard inclusion, diversity, equity, and access as essential elements in achieving excellence and fostering a sense of belonging conducive to nurturing creative solutions.

We firmly believe that the diversity among our team members bolsters our work for clients and enhances the well-being of our organization. Acknowledging the systemic hurdles that have restricted opportunities, access, and representation for women and minority groups in the financial sector, we are committed to establishing a new framework that fosters a diverse and inclusive financial services entity. We actively seek individuals from varying backgrounds in terms of culture, experience, nationality, religion, sexual orientation, age, gender, neurodiversity, and more, striving to create an inclusive environment that promotes diversity, an inclusive culture, and a strong sense of belonging for each team member.

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