Vice President, Data & Analytics
About The Position
Palm Tree is a modern M&A value creation firm providing financial consulting, operational consulting, and investment banking services. Its Data & Analytics practice helps private equity portfolio companies and middle-market businesses develop modern data capabilities and analytics that provide visibility into operational and financial performance. This is a hands-on leadership role in Palm Tree's Data & Analytics practice. The Vice President or Senior Vice President will design data models, lead teams building them, and work with CFOs and operators to turn financial and operational questions into practical reporting. Clients may be navigating acquisitions, carve-outs, or integrations, with tight deadlines and data from multiple systems. The level (VP or SVP) will be set based on experience.
Requirements
- At least 7 years of combined experience across finance, accounting, FP&A, and BI or analytics roles.
- Hands-on Power BI experience, including multi-table data modeling, DAX, and Power Query.
- Working SQL knowledge, including joins, CTEs, and window functions.
- A finance or accounting background, or substantial experience building finance reporting, with knowledge of general ledger structure and how the three financial statements connect.
- Experience working directly with executives or clients.
- Some experience leading or mentoring others.
Nice To Haves
- CPA, Microsoft PL-300, or DP-600 certification.
- Experience with Azure, Microsoft Fabric, Snowflake, Azure Data Factory, or dbt.
- Python experience for data transformation or automation.
- Private equity, portfolio company, or M&A transaction experience.
- ERP experience with systems such as NetSuite, Microsoft Dynamics, Sage Intacct, or AS/400.
Responsibilities
- Design multi-table data models and Power BI semantic models using Power Query and DAX, connecting operational data to the general ledger.
- Build finance reporting and KPI frameworks covering the P&L, balance sheet, adjusted EBITDA, working capital, and budget versus actual.
- Reconcile and validate results against the books using Excel and SQL before delivering them to clients.
- Lead working sessions and presentations with CFOs, controllers, and operating leaders, translating their questions into clear requirements.
- Own analytics workstreams from scoping through delivery, including timelines, quality, and engagement economics.
- Review team models and logic, establish modeling standards, and mentor junior team members.
- Identify practical ways to use AI tools to accelerate analysis and development while observing client confidentiality requirements.
Benefits
- Comprehensive benefits package including medical, dental, and vision insurance.
- Competitive 401(k) program with employer matching contributions.
- Unlimited paid time off (PTO).
- Opportunities for career advancement within a merit-based, entrepreneurial culture.
- Industry-competitive performance-based bonus and other incentives.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
