Jobs at Palm Tree LLC

Lead and manage Strategic Finance Consulting engagements for private equity-backed companies, overseeing financial modeling, liquidity forecasting, budgeting, and performance improvement. Manage teams, coordinate client communications, present insights to executives and sponsors, mentor staff, support business development, and ensure high-quality deliverables that drive enterprise value creation.

Work with CFOs and private equity sponsors to build integrated three-statement and cash flow models, lead budgeting and forecasting, manage liquidity and covenant projections, support post-close value creation, improve reporting and KPIs, and deliver client-ready analyses and presentations across multiple portfolio-company engagements.

Build and deploy ML models and NLP pipelines, design scalable ETL/ELT data pipelines and cloud infrastructure, create Power BI reporting, partner with stakeholders to translate insights into actions, and mentor junior analysts within consulting engagements.

Lead accounting advisory engagements, manage teams, deliver technical accounting deliverables, support purchase accounting and audits, improve accounting processes, provide financial analysis and client-facing guidance, and help grow the practice through mentoring and business development.

Lead Strategic Finance engagements for private equity-backed portfolio companies: oversee financial modeling, liquidity forecasting, budgeting/AOP, scenario and covenant analysis, and client-facing board/executive presentations. Drive operational improvements, mentor engagement teams, support business development, and deliver measurable value-creation initiatives across multiple concurrent clients.