Palm Tree LLC
Job Description: Director, Strategic Finance
About Palm Tree Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services. Founded in 2010, Palm Tree specializes in supporting private equity firms, business operators, and management teams through strategic events such as mergers, acquisitions, divestitures, carve-outs, recapitalizations, restructurings, and performance improvement initiatives. The firm’s unique model combines the expertise of private equity, Big-4 accounting, and investment banking, delivering actionable solutions tailored to the challenges of middle-market businesses. Position Overview We are looking for a dynamic leader to join our Strategic Finance practice. The ideal candidate has a strong background in financial modeling, reporting, and processes, gained from consulting, private equity, or similar environments. This role is ideal for an individual with substantial FP&A experience who has served as a strategic partner to C-level executives during periods of growth or transition. Prior experience in client services, particularly in Big 4 or similar consulting firms, is required. If you have a blend of technical financial expertise, leadership skills, and a proven ability to foster client relationships, we encourage you to apply. As a Director in the Strategic Finance group, you will lead our “Office of the CFO” practice, overseeing teams that deliver complex FP&A analyses, financial modeling, and capital structure optimization. This role offers the opportunity to shape strategic business decisions, lead high-impact engagements, and play a vital role in our clients’ success. Key Deliverables
13-Week Cash Flow Models Annual Operating Plans (AOPs) Management Discussion and Analysis (MD&A) Tools Key Responsibilities
Strategic Leadership: Guide project teams and maintain consistent communication with clients. Financial Expertise: Lead the design and execution of detailed financial models and quantitative analyses. Client Engagement: Facilitate meetings, present insights, and provide actionable recommendations. Change Management: Consult on restructuring team processes and business operations. Team Development: Mentor and develop junior and mid-level team members. Business Development: Identify and pursue new business opportunities, contributing to Palm Tree’s growth. Thought Leadership: Publish insights, speak at industry events, and position yourself as an expert in strategic finance. Qualifications
Education & Credentials Bachelor’s degree in Finance, Accounting, or a related field (Master’s degree preferred). Experience 10+ years in FP&A, corporate finance, investment banking, restructuring, or private equity. Proven track record in client services or PE-backed portfolio companies. Technical Skills Proficiency in Microsoft Excel and PowerPoint. Strong financial acumen and technical expertise. Exceptional leadership and project management capabilities. Soft Skills Collaborative mindset, self-motivation, and a commitment to excellence. Ability to thrive under pressure in fast-paced environments. Strong analytical and critical thinking skills. Excellent communication and presentation abilities. Highly organized with the ability to manage multiple priorities. Inquisitive and proactive approach to problem-solving. Compensation & Benefits
Base Salary $200k–$225k, plus a performance-based incentive bonus. Medical, dental, and vision premium coverage. Competitive 401k program. Unlimited paid time off (PTO). Robust maternity/paternity leave program. Travel: 25%–50% travel may be required. Why This Role is Exciting This role at Palm Tree offers a unique 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 is the perfect place for seasoned finance professionals to thrive. Note: The remaining sections describe the application process and important notices. Please apply directly through this portal.
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About Palm Tree Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services. Founded in 2010, Palm Tree specializes in supporting private equity firms, business operators, and management teams through strategic events such as mergers, acquisitions, divestitures, carve-outs, recapitalizations, restructurings, and performance improvement initiatives. The firm’s unique model combines the expertise of private equity, Big-4 accounting, and investment banking, delivering actionable solutions tailored to the challenges of middle-market businesses. Position Overview We are looking for a dynamic leader to join our Strategic Finance practice. The ideal candidate has a strong background in financial modeling, reporting, and processes, gained from consulting, private equity, or similar environments. This role is ideal for an individual with substantial FP&A experience who has served as a strategic partner to C-level executives during periods of growth or transition. Prior experience in client services, particularly in Big 4 or similar consulting firms, is required. If you have a blend of technical financial expertise, leadership skills, and a proven ability to foster client relationships, we encourage you to apply. As a Director in the Strategic Finance group, you will lead our “Office of the CFO” practice, overseeing teams that deliver complex FP&A analyses, financial modeling, and capital structure optimization. This role offers the opportunity to shape strategic business decisions, lead high-impact engagements, and play a vital role in our clients’ success. Key Deliverables
13-Week Cash Flow Models Annual Operating Plans (AOPs) Management Discussion and Analysis (MD&A) Tools Key Responsibilities
Strategic Leadership: Guide project teams and maintain consistent communication with clients. Financial Expertise: Lead the design and execution of detailed financial models and quantitative analyses. Client Engagement: Facilitate meetings, present insights, and provide actionable recommendations. Change Management: Consult on restructuring team processes and business operations. Team Development: Mentor and develop junior and mid-level team members. Business Development: Identify and pursue new business opportunities, contributing to Palm Tree’s growth. Thought Leadership: Publish insights, speak at industry events, and position yourself as an expert in strategic finance. Qualifications
Education & Credentials Bachelor’s degree in Finance, Accounting, or a related field (Master’s degree preferred). Experience 10+ years in FP&A, corporate finance, investment banking, restructuring, or private equity. Proven track record in client services or PE-backed portfolio companies. Technical Skills Proficiency in Microsoft Excel and PowerPoint. Strong financial acumen and technical expertise. Exceptional leadership and project management capabilities. Soft Skills Collaborative mindset, self-motivation, and a commitment to excellence. Ability to thrive under pressure in fast-paced environments. Strong analytical and critical thinking skills. Excellent communication and presentation abilities. Highly organized with the ability to manage multiple priorities. Inquisitive and proactive approach to problem-solving. Compensation & Benefits
Base Salary $200k–$225k, plus a performance-based incentive bonus. Medical, dental, and vision premium coverage. Competitive 401k program. Unlimited paid time off (PTO). Robust maternity/paternity leave program. Travel: 25%–50% travel may be required. Why This Role is Exciting This role at Palm Tree offers a unique 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 is the perfect place for seasoned finance professionals to thrive. Note: The remaining sections describe the application process and important notices. Please apply directly through this portal.
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