Strategic Finance Leader

2 hours ago


Chicago, Illinois, United States Palm Tree LLC Full time
Job Title: Managing Director

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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