Job Description

Senior Associate, Strategic Finance

About Palm Tree
Palm Tree is a modern M&A advisor, founded in 2010, offering integrated investment banking and financial consulting services. The firm is dedicated to enabling businesses to better prepare for and execute transactions, transitions, and transformations. Palm Tree fosters a collaborative, entrepreneurial culture, providing accelerated career growth opportunities and exposure to high-impact M&A projects

Position Overview
The Senior Associate, Strategic Finance role is a management position within Palm Tree’s Strategic Finance group, which focuses on FP&A, financial modeling, performance improvement, and Office of the CFO initiatives. This role offers the opportunity to lead engagements, manage teams, and deliver high-quality financial insights to clients’ portfolio companies. The position is ideal for experienced professionals seeking to broaden their expertise in private equity, M&A, and transaction services.

Key Deliverables

• Client Deliverables: Finalize high-quality reporting packages, financial models, KPI reports, and other critical insights.
• Operational Insights: Conduct detailed analyses of financial and operational data, cash flow, net working capital, and debt items.
• Process Improvements: Identify and implement best practices for financial operations and team structures.
• Strategic Recommendations: Provide actionable insights through gap analyses and financial reviews.

Key Responsibilities

• Engagement Management: Lead strategic engagements, direct team tasks, and communicate with clients throughout the process.
• Financial Analysis: Design and develop work streams involving complex quantitative analysis and financial modeling.
• Client Interaction: Guide clients on incorporating deliverables into ongoing operations and lead meetings on financial discovery and change management.
• Team Leadership: Mentor junior team members and ensure the quality of their work.
• Business Development: Participate in building client relationships and identifying new business opportunities.

Qualifications & Requirements
Education

• Undergraduate degree in Accounting, Finance, or related fields required.
• Postgraduate degrees (MAC or MBA) preferred but not mandatory.

Experience

• 5–7+ years of relevant experience in financial consulting, FP&A, corporate finance, investment banking, restructuring, or corporate operations improvement roles.
• Proven experience managing multiple team members across various engagements.

Skills

• Proficiency in Microsoft Excel and PowerPoint.
• Strong analytical, critical thinking, and project management skills.
• Excellent written, verbal, and interpersonal communication abilities.

Attributes

• Dedication to high-quality work and continuous improvement.
• Team-oriented mindset with a collaborative approach.
• Ability to thrive under pressure in demanding environments.

Compensation & Benefits

• Base Salary: $150k–$175k, with a top-of-industry bonus structure.
• Medical, Dental, and Vision Coverage: Full premium coverage provided.
• 401(k) Program: Competitive offering with employer contributions.
• Paid Time Off (PTO): Unlimited PTO policy.
• Parental Leave: Robust maternity/paternity leave program.
• Work Flexibility: Hybrid work environment with access to offices in L.A., Chicago, Detroit, and Dallas.
• Travel Requirements: 5%–35% travel may be required.

Why This Role is Exciting
This role offers the opportunity to lead high-impact financial engagements, shape strategic business decisions, and contribute to the success of middle-market companies and private equity firms. With its innovative approach, collaborative culture, and commitment to professional growth, Palm Tree provides an ideal environment for professionals to thrive.

 

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Our Commitment to Diversity, Inclusion, Equity, & Access

Our people are our greatest asset.

As skilled professionals faced with complex challenges, we value unique and creative ideas that help us grow stronger, smarter, and more adaptable for tomorrow. At Palm Tree, we view inclusion, diversity, equity, and access as critical to achieving excellence and belonging to foster an authentic culture where creative solutions flourish.

We believe that the diversity of our people strengthens our work for clients and the well-being of our company. We recognize the systemic barriers that have limited opportunities, access, and representation for women and minorities in the financial services industry. We are committed to developing a new paradigm to create a diverse and inclusive financial services firm of the future. We actively seek and welcome people of different backgrounds, from culture, experience, national origin, religion, sexual orientation, and age to gender, gender identity, gender expression, race, ethnicity, ability, neurodiversity, political views, veteran status, and more.

Together, we strive to create an environment that values diversity, promotes an inclusive culture, and establishes a profound sense of belonging for each team member.

***PLEASE BE ADVISED THAT WE ARE NOT PRESENTLY ENGAGING OUTSIDE RECRUITERS OR HEADHUNTERS FOR THIS SEARCH.***

An unsolicited resume submission could inadvertently disqualify a candidate's application. Qualified candidates should apply directly through this portal.

Job Tags

Full time, Work at office,

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