Director

• 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). And yes, we do read your cover letters!
• Confirmation: After you submit a general employment application, you will receive an email confirming that the team has received your updated application.
• Vetting: 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.
• Screening: The hiring team will then reach out to arrange an introductory call if/when an appropriate hiring opportunity arises; timing for this is also based on demand and can vary wildly.
• Interviews: A formal interview process will be established for qualified candidates, with the timing of the process varying depending on our hiring priorities.
• 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.

• Lead and oversee multiple client engagements, ensuring the delivery of actionable solutions across financial, operational, and transactional challenges.
• Provide strategic guidance to clients, including private equity firms and C-level executives, on financial transformations, growth strategies, and operational improvements.
• Develop and implement financial processes, reporting structures, and business strategies for clients experiencing growth or transition.
• Deliver high-impact client deliverables, such as Quality of Earnings reports, financial models, and board-level presentations.
• Act as the primary point of contact for clients, fostering trust and long-term relationships.

• Manage and mentor junior and mid-level team members, fostering a high-performance, collaborative culture.
• Ensure the quality and timeliness of work produced by the team, maintaining Palm Tree’s high standards of excellence.
• Support internal training initiatives and share best practices across the firm.

• Contribute to business development efforts, including client relationship management and proposal development.
• Identify opportunities for growth within existing client accounts and new markets.
• Participate in firm-building initiatives, such as talent acquisition, process improvement, and thought leadership.

• Education/Credentials: 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 45.
• Experience:
  • 12 years of relevant professional experience in financial transaction advisory services, private equity, consulting, investment banking, restructuring, corporate/portco finance, or FP&A.
  • Proven ability to manage junior team members and deliver high-quality client outputs.
  • Proven ability to grow and scale a service line in a professional services environment.
  • An active book of business or private equity relationships that can convert into revenue.
  • and a willingness to participate in and drive business development.
• Technical Skills:
  • Advanced proficiency in Microsoft Excel and PowerPoint.
  • Experience with BI tools or data visualization platforms is a plus.
  • Strong analytical, technical, and project management skills.
• Soft Skills:
  • Proactive, motivated, and self-starter attitude.
  • Strong analytical and critical thinking skills with attention to detail.
  • Ability to thrive in high-pressure, fast-paced environments.
  • Excellent written, verbal, and interpersonal communication skills.

• Base salary starting at $225k, plus performance / metric-based incentives.
• Comprehensive benefits package, including health insurance, 401(k) with matching contributions, and unlimited paid time off.
• Hybrid work environment with access to offices in Los Angeles, Chicago, and New York.
• Opportunities for career advancement in a merit-based, entrepreneurial culture.

________________________________________________________________

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 the diversity of our people strengthens our work for clients and the well-being of our company. 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 different backgrounds, 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.

***PLEASE BE ADVISED THAT WE ARE NOT PRESENTLY ENGAGING OUTSIDE RECRUITERS OR HEADHUNTERS FOR THIS SEARCH.***

An unsolicited resume submission could inadvertently disqualify a candidate's application. Qualified candidates should apply directly through this portal.

Salary : $225,000