The Associate, Accounting Advisory role at Palm Tree involves leading daily engagement activities, providing support and direction to junior colleagues, and ensuring consistent communication with clients. The ideal candidate will have strong technical accounting expertise and the ability to translate financial information into operational insights.
Requirements
- Lead day-to-day execution of Accounting Advisory engagements
- Provide guidance, direction, and task management to junior team members
- Communicate regularly with clients regarding engagement progress and deliverables
- Prepare and review internal and external financial reporting packages
- Draft accounting memoranda, accounting policies, and technical accounting analyses
- Support external audit processes, including preparation of audit requests and supporting schedules
- Assist with purchase price accounting analyses and related journal entries
- Manage variance analysis across income statement, balance sheet, and operational reporting
- Review and analyze existing accounting and finance processes to identify improvement opportunities
- Assess root causes of reporting inefficiencies or process bottlenecks
- Provide recommendations for improving month-end close processes, reporting cadence, and automation opportunities
- Support implementation of recommended process improvements within client organizations
- Perform detailed analyses on financial data and operational metrics
- Translate financial analysis into actionable insights that support operational decision-making
- Guide junior team members' analysis of financial results and financial statements
- Lead client meetings and conference calls related to financial reporting, operational discovery, and change management initiatives
- Communicate financial results and reporting insights to management teams
- Support the integration of Palm Tree reporting processes and deliverables into clients' ongoing business operations
- Provide regular engagement status updates to senior team members
- Train and mentor junior team members
- Support recruiting and onboarding initiatives within the Accounting Advisory team
- Begin participating in business development efforts and client relationship building
Benefits
- Comprehensive benefits package including medical, dental, and vision insurance
- Competitive 401(k) program with employer matching contributions
- Hybrid work environment with access to offices in Los Angeles, Chicago, and New York
- Unlimited paid time off (PTO)
- Opportunities for career advancement within a merit-based, entrepreneurial culture
