Vice President, Consulting Services (Cross-Functional)

Palm Tree • Los Angeles, CA

8d • Hybrid

About The Position

The Vice President position at Palm Tree is a senior management role that blends strategic execution with client engagement and team development. Ideal candidates will bring 7+ years of relevant experience, including a strong background in managing consulting engagements. This role plays a pivotal part in delivering high-impact financial and operational insights to clients. Vice Presidents lead client projects, mentor junior staff, and drive firm growth through business development and thought leadership initiatives.

Requirements

• Candidates must have a bachelor's degree in accounting, finance, business, or a related discipline; a CPA or CFA qualification is considered an advantage.
• 7+ years of relevant experience in financial consulting, investment banking, private equity, or corporate/portco finance.
• Proven track record of managing client engagements and leading teams in a client services environment.
• Advanced proficiency in financial modeling and tools such as Microsoft Excel and PowerPoint.
• 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.

Nice To Haves

• Experience with BI tools or data visualization platforms is a plus.
• Commitment to delivering high-quality work and continuous improvement.
• A collaborative, team-oriented mindset with a willingness to support colleagues.
• Proactive, self-starter attitude with a focus on innovation and problem-solving.
• Strong alignment with Palm Tree’s core values of integrity, collaboration, and excellence.

Responsibilities

• Lead and manage client engagements, ensuring the delivery of actionable solutions across financial, operational, and transactional challenges.
• Oversee the design and execution of workstreams, including complex quantitative analyses and financial modeling (e.g., QoE, 13wkcf, AOPs, three-statement models, working capital assessments, financial reporting packages, dashboards, etc.).
• Provide final quality control for client deliverables, updates, and board-level presentations.
• Guide clients through critical decision-making processes, integration planning, and value creation initiatives.
• Act as the primary point of contact for clients, fostering trust and long-term relationships.
• Mentor and develop junior 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, thought leadership, and process improvement.

Benefits

• Base salary of $150k-$200k, 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.

What This Job Offers

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