Associate, Consulting Services (Cross-Functional)
About The Position
The Associate role at Palm Tree is a critical position responsible for supporting client engagements, managing workstreams, and delivering high-quality financial and operational insights. The ideal candidate for this role should have between four and six years of relevant, practical work experience. Associates collaborate closely with senior team members and clients to address complex challenges, including due diligence, financial modeling, business transformation, and M&A processes. This position offers a unique opportunity to develop expertise across multiple facets of M&A and private equity environments.
Requirements
- 4+ 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 lead junior staff and produce quality client results.
- Advanced proficiency in Microsoft Excel and PowerPoint.
- Strong analytical, technical, and project management skills.
- Initiative-taking, motivated, and self-starter attitude.
- Analytical and critical thinking abilities with meticulous attention to detail.
- Thrives under pressure in fast-paced settings.
- Excellent written, verbal, and interpersonal communication skills.
- A bachelor’s degree in accounting, finance, business, or a similar field is necessary
Nice To Haves
- A CPA or CFA designation is preferred.
- Experience with BI tools or data visualization platforms is a plus.
Responsibilities
- Collaborate with senior team members to execute financial and operational engagements, including due diligence, value creation, and transaction support.
- Build and refine financial models such as QoE, 13wkcf, AOPs, three-statement models, working capital assessments, financial reporting packages, dashboards, etc.
- Develop client deliverables, including reports, presentations, and dashboards, to support strategic decision-making.
- Analyze and synthesize data to provide actionable insights for clients.
- Manage and mentor junior team members, ensuring high-quality work and professional growth.
- Support internal training initiatives and share best practices across the firm.
- Provide regular status updates to senior team members and maintain clear communication with clients.
- Assist in business development efforts, including proposal creation and client relationship management.
- Contribute to firm-building initiatives such as talent acquisition, process improvement, and thought leadership.
Benefits
- Base salary of $100k-$150k, with performance/metric-driven bonuses.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
11-50 employees
