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Associate, Accounting Advisory
About Palm Tree:
Join an elite team of respected experts who approach the needs of M&A differently, in a demanding, yet supportive and collaborative culture. Founded in 2010, Palm Tree is the modern M&A advisor. We are the single source for integrated investment banking and financial consulting services that enable businesses to better prepare for and execute on transactions, transitions, and transformations.
Palm Tree approaches strategic events from the perspectives of owners and operators. Our processes and deliverables enable our clients to make critical business decisions efficiently and to create value in strategic events. Strategic events include mergers, acquisitions, divestitures, carve-outs, recapitalizations, refinancings, restructurings, and growth and performance improvement initiatives.
We were born out of private equity. It gives us the resilience, flexibility, and perspective of owners and operators. Our team comes from private equity, Big-4 accounting, investment banking, and business operations experience. We understand the time-sensitive, uncompromising demands of M&A to deliver advantageous outcomes for private equity firms and business operators alike.
What we offer:
Who we are seeking:
About the position:
Palm Tree’s Transitions & Transformations group provides strategic FP&A, financial modeling, performance improvement, accounting advisory, and other Office of the CFO initiatives to our clients' portfolio companies. As part of our growth, we seek to expand our current team of Accounting Advisory Service Professionals with experience in the monthly, quarterly, and annual accounting processes and assessing/implementing accounting standards.
Responsibilities & Duties:
Qualifications & Requirements:
Associate candidates should have an undergraduate degree in accounting or other related fields; any post-graduate degrees, including MAC or MBA, are helpful but not required. An active CPA is highly preferred.
Ideal Associate candidates should have 4 years of relevant professional experience in technical accounting and financial reporting. A combination of audit/assurance experience and accounting advisory or corporate/industry experience is preferred. An ideal candidate should have experience managing multiple team members across different engagements in their prior work experience. The ideal candidate will also have experience managing a year-end audit with external accounting firms.
The ideal candidate will be familiar with all aspects of Financial Reporting, both internal and external, with the ability to lead engagements and assist in implementing reporting efficiencies for our clients.
In addition to demonstrating a strong work ethic, and a capability to lead teams and manage multiple engagements, candidates should have sound technical skills and proficiency in Microsoft Excel and PowerPoint.
Other qualities we look for in a candidate:
Our Commitment to Diversity, Inclusion, Equity, & Access
Our people are our greatest asset.
As skilled professionals faced with complex challenges, we value unique and creative ideas that help us grow stronger, smarter, and more adaptable for tomorrow. At Palm Tree, we view inclusion, diversity, equity, and access as critical to achieving excellence and belonging to foster an authentic culture where creative solutions flourish.
We believe that our work for clients and the well-being of our company are strengthened by the diversity of our people. We recognize the systemic barriers that have limited opportunities, access, and representation for women and minorities in the financial services industry. We are committed to developing a new paradigm to create a diverse and inclusive financial services firm of the future. We actively seek and welcome people of differences in background, from culture, experience, national origin, religion, sexual orientation, and age to gender, gender identity, gender expression, race, ethnicity, ability, neurodiversity, political views, veteran status, and more.
Together, we strive to create an environment that values diversity, promotes an inclusive culture, and establishes a profound sense of belonging for each team member.
Compensation:
The base salary for this position ranges from $100k-$125k with a top-of-industry bonus. The final title and compensation will be based on the candidate's experience and day-1 capabilities, as determined in the interview process. In addition, Palm Tree offers medical, dental, and vision premium coverage, a competitive 401k program, an unlimited paid time off (PTO) policy (no formalized limits; take as needed), a robust maternity/paternity leave program, and many other fringe benefits.
*Palm Tree requires 5% - 35% travel with the ability to work remotely and with offices in the L.A., Chicago, Detroit, and Dallas markets*
Full Time
Wholesale
$96k-124k (estimate)
05/26/2023
04/24/2024
thepalmtreegroup.com
STAFFORD, TX
25 - 50
Private
ERIC JIN-SHIN LIU
$5M - $10M
Wholesale
The job skills required for Associate, Accounting Advisory include Accounting, Analysis, Leadership, Initiative, Insight, Financial Reporting, etc. Having related job skills and expertise will give you an advantage when applying to be an Associate, Accounting Advisory. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Associate, Accounting Advisory. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Associate, Accounting Advisory positions, which can be used as a reference in future career path planning. As an Associate, Accounting Advisory, it can be promoted into senior positions as a Finance Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Associate, Accounting Advisory. You can explore the career advancement for an Associate, Accounting Advisory below and select your interested title to get hiring information.