Vice President, Data & Analytics

Palm Tree LLC; Los Angeles (CA); Hybrid; USD 150,000 - 200,000; Full time

Benefits offered by this job

Industry-competitive bonus

Medical, dental, and vision insurance

401(k) employer matching

Hybrid work environment

Unlimited PTO

Career advancement opportunities

Job summary

Palm Tree LLC is seeking a hands-on leader for its Data & Analytics practice in a hybrid Los Angeles setting. You will design data models behind engagements, lead teams, and work directly with CFOs to turn financial and operational questions into actionable reporting.

The role includes deadlines, cross-system data, and collaboration with executives, with placement at VP/SVP level by experience. Hybrid work and growth opportunities are offered.

Qualifications

• 7+ years combined across finance, accounting, FP&A, and BI or analytics roles.
• Hands-on Power BI experience with real data modeling: multi-table models, DAX, and Power Query.
• Working SQL, including joins, CTEs, and window functions.
• A finance or accounting background, or deep experience building finance reporting: you know how a general ledger is structured and how the three statements connect.
• Experience working directly with executives or clients, and some experience leading or mentoring others.

Responsibilities

• Design multi-table data models and Power BI semantic models (Power Query, DAX) that tie operational data back to the general ledger
• Build finance reporting and KPI frameworks, from the P&L and balance sheet to adjusted EBITDA, working capital, and budget versus actual
• Reconcile and validate results against the books, using Excel and SQL, before anything reaches a client
• Lead working sessions and presentations with CFOs, controllers, and operating leaders, and turn their questions into clear requirements
• Own analytics workstreams from scoping through delivery, including timelines, quality, and engagement economics
• Review the team's models and logic, set modeling standards, and mentor junior team members so quality scales across the practice
• Find practical ways to use AI tools to speed up analysis and development, within client confidentiality requirements

Skills

Power BI

Data modeling

SQL

Financial reporting

Leadership

Communication with executives

Education

Finance or Accounting degree

CPA

PL-300 or DP-600

Tools

Azure

Snowflake

dbt

Microsoft Fabric

Azure Data Factory

Job description

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 partners with private equity firms, business operators, and management teams through strategic events including acquisitions, carve-outs, recapitalizations, restructurings, integrations, and performance improvement initiatives.

Palm Tree's Data & Analytics practice helps private equity portfolio companies and middle-market businesses build modern, insight-driven data capabilities.

Our team works alongside executive leadership to design, implement, and optimize data infrastructure and analytics solutions that provide real-time visibility into operational and financial performance.

The Role

We are looking for someone equally comfortable in a trial balance and a Power BI model. This is a hands-on leadership role in Palm Tree's Data & Analytics practice: you will design the data models behind our engagements, lead the teams that build them, and work directly with CFOs and operators to turn financial and operational questions into reporting they can run the business on.

Our clients are private equity portfolio companies and middle-market businesses, often in the middle of an acquisition, carve-out, or integration. That means real deadlines, source data from more than one system, and finance stakeholders who will check your numbers. Level (VP or SVP) will be set by experience.

What You’ll Do

• Design multi-table data models and Power BI semantic models (Power Query, DAX) that tie operational data back to the general ledger
• Build finance reporting and KPI frameworks, from the P&L and balance sheet to adjusted EBITDA, working capital, and budget versus actual
• Reconcile and validate results against the books, using Excel and SQL, before anything reaches a client
• Lead working sessions and presentations with CFOs, controllers, and operating leaders, and turn their questions into clear requirements
• Own analytics workstreams from scoping through delivery, including timelines, quality, and engagement economics
• Review the team's models and logic, set modeling standards, and mentor junior team members so quality scales across the practice
• Find practical ways to use AI tools to speed up analysis and development, within client confidentiality requirements

Who We’re Looking For

• 7+ years combined across finance, accounting, FP&A, and BI or analytics roles
• Hands-on Power BI experience with real data modeling: multi-table models, DAX, and Power Query
• Working SQL, including joins, CTEs, and window functions
• A finance or accounting background, or deep experience building finance reporting: you know how a general ledger is structured and how the three statements connect
• Experience working directly with executives or clients, and some experience leading or mentoring others

Nice to Have

• CPA, or Microsoft PL-300 or DP-600 certification
• Azure, Microsoft Fabric, Snowflake, Azure Data Factory, or dbt
• Python for data transformation or automation
• Private equity, portfolio company, or M&A transaction experience
• ERP experience such as NetSuite, Microsoft Dynamics, Sage Intacct, or AS/400

Compensation and Benefits

• Base salary range of $150k-$200k, with industry-competitive performance-based bonus and other incentives
• Comprehensive benefits package including medical, dental, and vision insurance
• Competitive 401(k) program with employer matching contributions
• Hybrid work environment
• Unlimited paid time off (PTO)
• Opportunities for career advancement within a merit-based, entrepreneurial culture

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Palm Tree is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other status protected by law.