Strategic Finance Leader
2 hours ago
We are seeking a seasoned Managing Director to lead our Strategic Finance practice at Palm Tree LLC. This individual will have a deep background in financial consulting and advisory, ideally gained from working in consulting, investment banking, or private equity, with additional experience in leading large-scale financial engagements and managing multiple teams.
Key Responsibilities:
- Strategic Leadership: Oversee multiple client engagements, providing clear strategic direction and maintaining continuous communication with senior executives.
- Team Oversight: Lead several teams delivering FP&A, financial modeling, working capital optimization strategies, and capital structure advisory.
- Client Relations: Build and maintain strong relationships with private equity and their portfolio company C-suite clients, providing strategic financial advice and identifying opportunities to drive growth and improve financial performance.
- Business Development: Actively pursue new business opportunities, leading the development of plans for expanding Palm Tree's footprint in financial consulting and growing the Strategic Finance practice.
- Thought Leadership: Contribute to industry insights by publishing white papers, speaking at industry events, and positioning the firm as a thought leader in Strategic Finance.
- Mentorship and Development: Develop and mentor senior leaders and junior team members, guiding their professional growth and ensuring the quality of their work.
Qualifications & Requirements:
- Bachelor's degree in Finance, Accounting, or a related field required; MBA or equivalent advanced degree preferred but not required.
- 15+ years of relevant professional experience in financial consulting, FP&A, private equity, or investment banking.
- Proven experience leading multiple teams and large-scale financial engagements, particularly in private equity-backed portfolio companies or similar environments.
- Demonstrated ability to drive business growth and develop a strong book of business in financial consulting, ideally having relationships established from prior experience.
- Expertise in financial modeling, capital structure optimization, and strategic planning.
- Experience managing a P&L and taking responsibility for financial performance of a line of service or business unit.
- Strong leadership, project management, and communication skills.
- Advanced proficiency in Microsoft Excel, PowerPoint, and financial reporting tools.
- Experience working with C-suite executives and advising on complex financial strategies.
Compensation and Benefits:
- Base Salary: $250k-$300k, with performance-based incentives.
- Benefits: Competitive medical, dental, vision, 401k, and unlimited PTO.
- Travel Requirements: 25% - 50% travel, with the flexibility to work remotely.
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