Palm Tree LLC is a leading M&A advisor offering comprehensive financial, transactional, and operational solutions to private equity and corporate clients. Our elite team of seasoned professionals provides expertise across the full spectrum of M&A activities, from strategic planning to execution. Palm Tree stands out by integrating financial, operational, and investment banking services to navigate the complexities of M&A from the perspectives of owners and investors.
Open Positions
Vice President, Accounting Advisory
6-8+ years of experience in technical accounting and financial reporting, with prior experience in public accounting (Big 4 or national firm audit practice) strongly preferred
Associate, Accounting Advisory
4–5+ years of relevant professional experience, undergraduate degree in Accounting required, active CPA license
Associate, Transaction Advisory Services
4+ years of relevant professional experience, Bachelor's degree in Accounting, Finance, Business, or related field, CPA preferred
Associate, Strategic Finance
4+ years of experience, FP&A experience, advanced Excel modeling capabilities, strong PowerPoint skills
Vice President, Transaction Advisory Services
7+ years of experience in Financial Due Diligence, Bachelor's degree in Accounting, Finance, or related field, and strong analytical and critical-thinking skills
Associate, Transaction Advisory Services
Bachelor's degree in Accounting, Finance, Business, or related field, 4+ years of relevant professional experience, and advanced proficiency in Microsoft Excel and PowerPoint
Associate, Investment Banking
3-5 years of investment banking experience, advanced Excel and PowerPoint skills, and strong organizational and communication skills
Vice President, Transaction Advisory Services
7+ years of experience in Financial Due Diligence, Bachelor’s degree in Accounting, Finance, or related field required
Vice President, Strategic Finance
7+ years of experience in FP&A, corporate finance, investment banking, restructuring, private equity, or related advisory roles, Demonstrated engagement management experience in client-service environments, Experience supporting private equity-backed portfolio companies preferred
Director, Strategic Finance
10+ years of experience in FP&A, corporate finance, or private equity; leadership experience; advanced financial modeling expertise
+13 More Jobs Available!
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