Director, Consulting Services (Cross-Functional)

Palm Tree • Los Angeles, CA

8d • Hybrid

About The Position

The Director 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.

Requirements

• Bachelor’s degree in accounting, finance, business, or related fields is required.
• 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.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Strong analytical, technical, and project management 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.

Nice To Haves

• Advanced degrees (e.g., MBA) and certifications (e.g., CPA, CFA) are highly preferred but not required 45.
• Experience with BI tools or data visualization platforms is a plus.

Responsibilities

• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 11-50 employees