Associate, Strategic Finance
Palm Tree LLCLos Angeles, California, United States • Chicago, Illinois, United States • New York, New York, United States
Posted February 19, 2026
100000 - 150000 USD
Full Time
About the Company
Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services.
Job Description
Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services. The Associate - Strategic Finance Consulting role works alongside sponsors and executive leadership to strengthen financial visibility, improve forecasting rigor, and drive enterprise value creation within middle-market portfolio companies.
Requirements
- 4+ years of professional experience
- Foundation in client services, preferably within Big 4 audit or advisory
- Demonstrated FP&A experience within a private equity or portfolio company environment
- Advanced Excel modeling capabilities (integrated 3-statement modeling required)
- Strong PowerPoint and executive communication skills
Benefits
- Comprehensive benefits package, including medical, dental, and vision insurance
- 401(k) plan with employer matching contributions
- Hybrid work environment with access to offices in Los Angeles, Chicago, and New York
- Unlimited paid time off and firm-recognized holidays
- Opportunities for career advancement within a merit-based, entrepreneurial culture