Vice President / Senior Associates
Palm Tree opportunistically seeks strong, mid-tier candidates to join its team to manage and lead client engagements, oversee, mentor and train junior team members, and develop into senior-tier team leaders.
Responsibilities & Duties:
Generally lead and manage client engagements, providing direction and assignment of tasks to colleagues, and leading communication with clients throughout the process Design and develop work streams and analyses, adhering to desired timelines, often involving complex quantitative analysis and detailed financial models at various granularity levels to drive operational and transactional insights Perform detailed analysis and synthesize actionable insights from data sets and unstructured information sources Perform final quality control of client deliverables and lead the presentation of deliverables Effectively and efficiently communicate with senior leadership in status updates of engagements Manage and mentor junior team members to efficiently perform necessary analysis and support for client deliverables Begin to participate in developing client relationships and other business development functions This position requires 35% -‐ 65% travel.
Timing is immediate with market compensation.
Qualifications & Requirements:
The candidate should have undergraduate degree in Business, Accounting, Finance or other related fields and any post graduate degree, including MAC or MBA.
The candidate should have 5 ‐ 10 years of prior work experience, most likely having begun their career with an investment bank, accounting or consulting firm and have recent experience with private equity, M&A and transaction services, corporate finance, or FP&A.
In addition to strong technical skills and proficiency in Microsoft Excel and PowerPoint, the candidate should be:
Proactive, motivated and a self-starter with the ability to work in demanding environments Strong analytical and critical thinking skills with attention to detail Ability to provide solution-based alternatives Ability to communicate clearly, precisely and effectively Exceptional time management ability to meet deadlines and communicate issues
Palm Tree is an M&A consulting and advisory firm focused on transactions, transitions, and transformations.
It was born out of private equity and purpose-built to provide custom solutions in complex situations, such as carve-outs and challenging integrations.
A trusted advisor through the entire private equity investment life cycle, Palm Tree provides its clients with clarity to anticipate, act, and respond decisively to M&A opportunities.
Its outcomes reduce deal friction, increase business performance, and create value.
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