Senior Vice President of Strategic Financial Management

2 weeks ago

Los Angeles, California, United States Palm Tree Full time
Position Overview

Senior Vice President of Strategic Finance

About Palm Tree:

Become part of a distinguished group of professionals who tackle M&A challenges with a unique perspective, all within a dynamic and supportive environment. Established in 2010, Palm Tree serves as a comprehensive M&A advisor, providing integrated investment banking and financial consulting services that empower businesses to effectively navigate transactions, transitions, and transformations.

What We Provide:

  • Rapid, merit-based career progression compared to traditional firms.
  • An opportunity to influence a fast-growing, entrepreneurial culture focused on skill development in high-pressure M&A settings.
  • Collaboration with leading private equity firms, M&A advisors, and corporations.
  • Exposure to diverse aspects of M&A and investment banking projects requiring engagement across all organizational levels.
  • A principled culture that embodies its core values through the actions of its team members.
  • High-performing, yet supportive teams throughout the organization.
  • Competitive salary, bonus, and benefits package.
  • A flexible, hybrid work model with access to open office environments in key markets.

Candidate Profile:

  • A proficient financial modeler with leadership experience in a Big4, consulting, or similar client service environment.
  • A corporate FP&A expert with prior experience in client services at Big4 or management consulting, or has acted as a strategic partner to C-level executives.

Role Responsibilities:

  • Overall management of Strategic Finance projects, including directing tasks for team members and maintaining client communication throughout the engagement.
  • Design and execute work streams involving complex quantitative analysis and detailed financial models to drive operational insights.
  • Ensure the quality of client deliverables, including reporting packages and KPI reports that showcase critical financial and operational trends.
  • Review and finalize analyses on financial and operational metrics, including cash flow and working capital.
  • Conduct gap analysis on financial operations, recommending enhancements to align with best practices.
  • Facilitate the implementation of best practices in financial operations.
  • Support junior team members in analyzing financials and addressing operational challenges.

Client Guidance:

  • Advise clients on integrating our reports and processes into their ongoing operations.
  • Lead meetings focused on financial discovery and change management.
  • Perform in-depth analyses to derive actionable insights from various data sources.
  • Consult with clients on adjustments to team structures and business processes.

Communication and Development:

  • Effectively communicate status updates on engagements to senior team members.
  • Engage in business development activities to foster new client relationships.
  • Actively participate in maintaining client relationships and exploring new business opportunities.

Qualifications:

Candidates for the Senior Vice President role should possess an undergraduate degree in Accounting, Finance, or related fields; advanced degrees such as MAC or MBA are preferred but not mandatory.

Qualified candidates should have over 10 years of relevant experience in financial consulting, FP&A, corporate finance, or investment banking. Experience managing multiple team members across various projects is essential, along with the ability to provide hands-on technical training when necessary.

Additional qualities we seek include:

  • A commitment to delivering high-quality work and a drive for continuous improvement.
  • A collaborative mindset, valuing teamwork and mutual support.
  • Proactivity and motivation, with a self-starter attitude.
  • A curious nature with strong analytical and critical thinking skills.
  • The ability to maintain composure under pressure in demanding environments.
  • Excellent written, presentation, leadership, and interpersonal communication skills.
  • Strong organizational and project management capabilities.

Compensation:

The salary for this position ranges from $175k to $200k, complemented by a performance-based incentive bonus. Final title and compensation will be determined based on the candidate's experience and capabilities assessed during the interview process. Additionally, Palm Tree offers comprehensive medical, dental, and vision coverage, a competitive 401k plan, an unlimited paid time off policy, a robust maternity/paternity leave program, and various other benefits.

Our Commitment to Diversity, Inclusion, Equity, & Access

Our people are our greatest asset.

As skilled professionals facing complex challenges, we value unique and creative ideas that enhance our adaptability and strength. At Palm Tree, we recognize that inclusion, diversity, equity, and access are essential for achieving excellence and fostering a culture where innovative solutions can thrive.

We believe that our work for clients and the overall well-being of our company are enriched by the diversity of our team. We are dedicated to overcoming systemic barriers that have historically limited opportunities and representation in the financial services sector. Our goal is to cultivate a diverse and inclusive financial services firm that reflects the future.

Together, we aim to create an environment that appreciates diversity, promotes inclusivity, and fosters a profound sense of belonging for every team member.

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