<p>Consulting Services - General Employment Inquiries</p><p><b><u>Director - General Employment Inquiry</u></b><br/><i>Don’t see an active opening that fits your background? Submit a general employment inquiry here, and we will keep your application for future openings!</i></p><p><b>What to expect when applying</b></p><ol><li>Even if you have applied to Palm Tree in the past, you can use this portal to resubmit an updated resume, cover letter, or other information. Our recruiters will appropriately merge the latest information with your original application(s). <i>And yes, we do read your cover letters!</i></li><li><b>Confirmation:</b> After you submit a general employment application, you will receive an email confirming that the team has received your updated application.</li><li><b>Vetting:</b> After your application has been reviewed and added to our active database, you will receive a second confirmation email. The timing for this step depends on current demand and hiring priorities, so we appreciate your patience if the process takes longer than expected.</li><li><b>Screening:</b> The hiring team will then reach out to arrange an introductory call <i>if/when</i> an appropriate hiring opportunity arises; timing for this is also based on demand and can vary widely.</li><li><b>Interviews:</b> A formal interview process will be established for qualified candidates, with the timing of the process varying depending on our hiring priorities.</li><li>While we do review every application, we are unable to personally respond with feedback to every candidate. This is due to the volume of applicants. We value transparency and thank you for understanding.</li></ol><p><b>Position Overview</b></p><p>The <b>Director</b> role at Palm Tree is a senior leadership position responsible for overseeing client engagements, managing teams, and providing strategic direction. Directors play a pivotal role in delivering high-quality financial and operational insights, guiding clients through complex challenges, and driving the firm’s growth. This position requires a combination of technical expertise, leadership skills, and the ability to build and maintain strong client relationships.</p><p><b>Responsibilities</b></p><ul><li><i>Client Engagement</i></li><ul><li>Lead and oversee multiple client engagements, ensuring the delivery of actionable solutions across financial, operational, and transactional challenges.</li><li>Provide strategic guidance to clients, including private equity firms and C-level executives, on financial transformations, growth strategies, and operational improvements.</li><li>Develop and implement financial processes, reporting structures, and business strategies for clients experiencing growth or transition.</li><li>Deliver high-impact client deliverables, such as Quality of Earnings reports, financial models, and board-level presentations.</li><li>Act as the primary point of contact for clients, fostering trust and long-term relationships.</li></ul><li><i>Leadership and Team Development</i></li><ul><li>Manage and mentor junior and mid-level team members, fostering a high-performance, collaborative culture.</li><li>Ensure the quality and timeliness of work produced by the team, maintaining Palm Tree’s high standards of excellence.</li><li>Support internal training initiatives and share best practices across the firm.</li></ul><li><i>Strategic Contributions</i></li><ul><li>Contribute to business development efforts, including client relationship management and proposal development.</li><li>Identify opportunities for growth within existing client accounts and new markets.</li><li>Participate in firm-building initiatives, such as talent acquisition, process improvement, and thought leadership.</li></ul></ul><p><b>Qualifications</b></p><ul><li><i>Education/Credentials:</i> Bachelor’s degree in accounting, finance, business, or related fields is required. Advanced degrees (e.g., MBA) and certifications (e.g., CPA, CFA) are highly preferred but not required.</li><li><i>Experience:</i></li><ul><li>12+ years of relevant professional experience in financial transaction advisory services, private equity, consulting, investment banking, restructuring, corporate/portco finance, or FP&A.</li><li>Proven ability to manage junior team members and deliver high-quality client outputs.</li><li>Proven ability to grow and scale a service line in a professional services environment.</li><li>An active book of business or private equity relationships that can convert into revenue.</li><li>Willingness to participate in and drive business development.</li></ul><li><i>Technical Skills:</i></li><ul><li>Advanced proficiency in Microsoft Excel and PowerPoint.</li><li>Experience with BI tools or data visualization platforms is a plus.</li><li>Strong analytical, technical, and project management skills.</li></ul><li><i>Soft Skills:</i></li><ul><li>Proactive, motivated, and self-starter attitude.</li><li>Strong analytical and critical thinking skills with attention to detail.</li><li>Ability to thrive in high-pressure, fast-paced environments.</li><li>Excellent written, verbal, and interpersonal communication skills.</li></ul></ul><p><b>Compensation and Benefits</b></p><ul><li>Base salary starting at $225k, plus performance/metric-based incentives.</li><li>Comprehensive benefits including health insurance, 401(k) with matching, and unlimited paid time off.</li><li>Hybrid work environment with offices in Los Angeles, Chicago, and New York.</li><li>Opportunities for career growth in a merit-based, entrepreneurial culture.</li></ul><p><b>About Palm Tree</b></p><p>Palm Tree is a modern M&A value creation firm supporting private equity, business operators, and management teams through mergers, acquisitions, divestitures, carve-outs, recapitalizations, restructurings, and performance initiatives. Founded in 2010, it combines expertise from private equity, Big-4 accounting, and investment banking, delivering tailored solutions for middle-market businesses.</p><p>________________________________________________________________</p><p><strong>Our Commitment to Diversity, Inclusion, Equity, & Access</strong></p><p><em>Our people are our greatest asset.</em></p><p>We value unique ideas that help us grow stronger and more adaptable. Inclusion, diversity, equity, and access are critical to our culture and success. We seek candidates from diverse backgrounds to foster an environment of belonging and innovative solutions.</p><p>We are committed to creating a diverse and inclusive firm, actively welcoming people of different cultures, experiences, and identities to strengthen our work and community.</p><p><em><strong>***PLEASE BE ADVISED THAT WE ARE NOT CURRENTLY ENGAGING OUTSIDE RECRUITERS OR HEADHUNTERS.***</strong></em></p><p><em><strong>Unsolicited resumes may disqualify applications. Please apply directly through this portal.</strong></em></p><p>Who referred you to this position? Enter their first and last name here.</p><p>Are you willing to relocate?<i>*</i></p><p>What\'s your citizenship/employment eligibility?<i>*</i></p><p>LinkedIn Profile URL:</p><p>Desired salary<i>*</i></p><p>References: Contact information:</p><p>Preferred areas of expertise (select all that apply):<i>*</i> Transaction Advisory / Due Diligence / Accounting / Reporting / US GAAP / Finance / Modeling / Operations / Performance Improvement / Data / Technology / M&A / Capital Markets</p><p>Experience with the following (select all that apply):<i>*</i> AOPs / 3-Statement Models / Month-End Close / Performance Improvement / QoEs / PMO / 13-week cash flow / Opening Balance Sheet / Carve-Out Support / Financial Dashboards / M&A / Financial Reporting Packages / O2C / P2P / Financial Models / Reports</p> #J-18808-Ljbffr
