Vice President, Strategic Finance

Palm Tree LLC; Los Angeles (CA); On-site; USD 150,000 - 175,000; Full time

Job summary

A leading financial consulting firm seeks a Vice President for their Strategic Finance group in Los Angeles. The role focuses on FP&A, financial modeling, and team leadership, offering substantial growth opportunities within private equity and M&A engagements. Ideal candidates possess significant experience and a strong educational background in finance.

Benefits

Full premium medical, dental, and vision coverage

Unlimited Paid Time Off (PTO)

401(k) Program with employer contributions

Robust maternity/paternity leave program

Qualifications

• 7–10+ years of relevant experience in financial consulting.
• Proven experience managing team members across various engagements.

Responsibilities

• Finalize high-quality reporting packages, financial models, and KPI reports.
• Conduct detailed analyses of financial and operational data.
• Lead strategic engagements and mentor junior team members.

Skills

Analytical skills

Critical thinking

Project management

Interpersonal communication

Education

Undergraduate degree in Accounting, Finance or related fields

Postgraduate degrees (MAC or MBA)

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Palm Tree is a modern M&A advisor, founded in 2010, offering integrated investment banking and financial consulting services. The firm is dedicated to enabling businesses to better prepare for and execute transactions, transitions, and transformations. Palm Tree fosters a collaborative, entrepreneurial culture, providing accelerated career growth opportunities and exposure to high-impact M&A projects

Position Overview

The Vice President, Strategic Finance role is a management position within Palm Tree’s Strategic Finance group, which focuses on FP&A, financial modeling, performance improvement, and Office of the CFO initiatives. This role offers the opportunity to lead engagements, manage teams, and deliver high-quality financial insights to clients’ portfolio companies. The position is ideal for experienced professionals seeking to broaden their expertise in private equity, M&A, and transaction services.

• 13-Week Cash Flow Models
• Management Discussion and Analysis (MD&A) Tools

Key Responsibilities

• Client Deliverables : Finalize high-quality reporting packages, financial models, KPI reports, and other critical insights.
• Operational Insights : Conduct detailed analyses of financial and operational data, cash flow, net working capital, and debt items.
• Process Improvements : Identify and implement best practices for financial operations and team structures.
• Strategic Recommendations : Provide actionable insights through gap analyses and financial reviews.
• Engagement Management : Lead strategic engagements, direct team tasks, and communicate with clients throughout the process.
• Financial Analysis : Design and develop work streams involving complex quantitative analysis and financial modeling.
• Client Interaction : Guide clients on incorporating deliverables into ongoing operations and lead meetings on financial discovery and change management.
• Team Leadership : Mentor junior team members and ensure the quality of their work.
• Business Development : Participate in building client relationships and identifying new business opportunities.

Qualifications & Requirements

Education

• Undergraduate degree in Accounting, Finance, or related fields required.
• Postgraduate degrees (MAC or MBA) preferred but not mandatory.

Experience

• 7–10+ years of relevant experience in financial consulting, FP&A, corporate finance, investment banking, restructuring, or corporate operations improvement roles.
• Proven experience managing multiple team members across various engagements.

Skills

• Proficiency in Microsoft Excel and PowerPoint.
• Strong analytical, critical thinking, and project management skills.
• Excellent written, verbal, and interpersonal communication abilities.

Attributes

• Dedication to high-quality work and continuous improvement.
• Team-oriented mindset with a collaborative approach.
• Ability to thrive under pressure in demanding environments.
• Base Salary : $150k–$175k, with a top-of-industry bonus structure.
• Medical, Dental, and Vision Coverage : Full premium coverage provided.
• 401(k) Program : Competitive offering with employer contributions.
• Paid Time Off (PTO) : Unlimited PTO policy.
• Parental Leave : Robust maternity / paternity leave program.
• Work Flexibility : Hybrid work environment with access to offices in L.A., Chicago, Detroit, and Dallas.
• Travel Requirements : 15%–50% travel may be required.

Why This Role is Exciting

This role offers the 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 provides an ideal environment for professionals to thrive.

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Vice President Finance • Los Angeles, CA, United States