Chief Financial Strategist

3 weeks ago


Chicago, Illinois, United States Palm Tree Full time

We are seeking an exceptional Chief Financial Strategist to join our team at Palm Tree. As a seasoned financial leader, you will oversee the entire Strategic Finance group, guiding multiple teams across various engagements and developing long-term growth strategies.

The ideal candidate will possess a deep background in financial consulting and advisory, with expertise in financial modeling, capital structure optimization, and strategic planning. With 15+ years of experience leading multiple teams and large-scale financial engagements, particularly in private equity-backed portfolio companies or similar environments, you will be able to drive business growth and develop a strong book of business in financial consulting.

A competitive salary of $250k-$300k, with performance-based incentives, is offered, along with benefits including medical, dental, vision, 401k, and unlimited PTO. Travel requirements are 25% - 50%, with the flexibility to work remotely.

Palm Tree values diversity, inclusion, equity, and access, striving to create an environment that promotes an inclusive culture and establishes a profound sense of belonging for each team member.

We seek a visionary leader who can shape our client partnerships and drive impactful financial advisory services.



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