Vice President, Accounting Advisory

Palm Tree•Los Angeles, CA

33d•$175 - $200•Hybrid

About The Position

The Vice President role at Palm Tree is a senior management position combining strategic execution, technical accounting expertise, client leadership, and team development. Ideal candidates bring 7–10+ years of relevant experience—including audit/assurance, technical accounting, advisory work, and private-equity-related environments. Vice Presidents in Accounting Advisory oversee accounting and reporting projects, advise clients on technical issues and CFO initiatives, and ensure quality in financial reporting, month-end close, and standards implementation. They mentor junior team members and contribute to firm growth through business development, innovation, and thought leadership.

Requirements

7–10+ years of relevant experience in technical accounting, financial reporting, audit/assurance, or accounting advisory.
Experience managing year-end audits with external accounting firms.
Proven track record leading multiple engagements and teams in a client-service environment.
Familiarity with financial reporting (internal and external), accounting automation, month-end close optimization, and Office of the CFO initiatives.
Advanced proficiency in Microsoft Excel and PowerPoint.
Strong command of U.S. GAAP, technical accounting standards, and financial statement preparation.
Strong analytical and critical-thinking abilities; detail-oriented.
Highly organized with excellent project-management capabilities.
Exceptional written, verbal, and interpersonal communication skills.
Thrives under pressure in fast-paced M&A-driven environments.
Commitment to high-quality work and continuous improvement.
Team-first mentality with a collaborative and supportive mindset.
Proactive, self-driven, and comfortable with ambiguity.
Alignment with Palm Tree’s core values: integrity, collaboration, excellence.

Nice To Haves

MAC/MBA preferred.
Active CPA is highly preferred; other certifications (e.g., CFA) are a plus.
Experience with BI tools or data visualization platforms is a plus.

Responsibilities

Lead and manage Accounting Advisory engagements, serving as the primary client point of contact.
Oversee design and execution of workstreams, including:
Technical accounting research and accounting memoranda
Accounting policies, financial statement disclosures, and supporting schedules
Purchase price accounting analyses and related journal entries
Month-end close optimization, reporting enhancements, automation opportunities, and internal controls improvements
Review and finalize deliverables such as reporting packages, KPI dashboards, models, cash flow and working-capital analyses, and board-level materials.
Conduct detailed analysis of financial and operational data to identify trends, insights, and value-creation opportunities.
Lead client meetings, discovery sessions, and change-management discussions, guiding clients on how to operationalize recommendations and embed improved processes.
Manage and mentor junior colleagues, providing coaching, direction, and quality control across engagements.
Ensure timeliness, accuracy, and excellence in all team deliverables.
Support firm-wide training programs and share best practices across Palm Tree’s Accounting Advisory and broader consulting teams.
Participate in business development efforts, including scoping discussions, proposals, and relationship building.
Identify opportunities for additional work within existing accounts (e.g., reporting efficiencies, FP&A support, technical accounting needs, audit readiness).
Support firm-building initiatives such as talent acquisition, process improvement, and thought leadership.

Benefits

Base salary of $175k–$200k, plus performance-based bonuses.
Comprehensive benefits: medical, dental, vision, 401(k) with match, unlimited PTO.
Hybrid work environment with access to offices in Los Angeles, Chicago, New York (and strategic markets firm-wide).
Merit-based advancement in an entrepreneurial, private-equity-aligned culture.

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