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Senior Associate, Transitions & Transformations

Birmingham, Michigan
Remote Working
Remote Working
Job Type
27 Jul 2022

Senior Associate, Transitions & Transformations

About Palm Tree:

Join an elite team of respected experts. Palm Tree is the modern M&A advisor, born out of private equity and designed for todays investment cycle. We provide our private equity and corporate clients with comprehensive financial, transactional, and operational solutions. Our model is a hybrid of consulting, investment banking, and accounting and we integrate with our clients to enable them to prepare for, respond to, and execute on strategic events.

Teams at Palm Tree are led by seasoned M&A professionals who have worked in private equity, investment banking, Big Four accounting, Elite Three consulting, and business operations. Our projects are time-sensitive, demanding, and uncompromising. Our teams own the problem on behalf of our clients and bring analytical firepower, flexibility, and resiliency to deliver workable solutions.

What we offer:

  • Exposure to M&A and investment banking projects that require high levels of engagement
  • An entrepreneurial environment with the stability and infrastructure of an established firm
  • High-performing and collegial teams throughout the organization
  • Connections with top private equity firms and corporations
  • A principled corporate culture that is demanding yet supportive
  • Accelerated career advancement over large, traditional firms
  • Highly competitive salary, bonus, and benefits structure
  • With 300+ engagements across 6 continents, valued at $45B+, we offer a diverse range of deal knowledge and best practices, which overlap across the entire M&A lifecycle.

Who we are seeking:

  • FP&A professionals who have proven experience working on complex finance projects in a private equity sponsored environment.
  • Consultants from M&A advisory firms.
  • Investment bankers, corporate development professionals, and private equity professionals looking to transition into consulting.

Responsibilities & Duties:

  • General management of Transitions & Transformations (Finance Operations) engagements, providing management, direction, and assignment of tasks to colleagues, and leading communication with clients throughout the process
    • Design and develop work streams, often involving the complex quantitative analysis and detailed financial models at various granularity levels, to drive operational insights and improvements
    • Provide final quality control of client deliverables (including Reporting Packages, models, KPI reports, etc) that highlight key financial, commercial, and other trends in the business
    • Review and finalize analysis on financial and operational data, KPIs, cashflow, net working capital, debt items
    • Manage Q&A/investigation process on key areas of the Income Statement, Balance Sheet, and other reports, leading to operational insights and improvement opportunities
    • Lead gap analysis financial reviews, identifying recommended changes to current financial operations to best-practices and more efficient methods of financial processes
    • Manage implementation of best practices for Financial Operations
    • Assist junior team members with analysis of financials and bridge to operations challenges/changes
  • Provide guidance to clients as to how to incorporate our reports, processes, and other deliverables into the clients ongoing business operations
    • Lead meetings and conference calls in financial and business discovery, as well as change management activities
    • Perform detailed analyses and synthesize actionable insights from data sets and unstructured information sources
    • Consult with clients on changes to team structure, business processes or information needs
  • Effectively and efficiently communicate with senior team members in status updates of engagements
  • Begin to participate in developing new client relationships and other business development functions
    • Be actively involved in building and maintaining client relationships and other business development opportunities

Qualifications & Requirements:

Senior Associate candidates should have an undergraduate degree in Business, Accounting, Finance, or other related fields ; any post-graduate degrees, including MAC or MBA, are preferred but not required.

Ideal Senior Associate candidates should have 5+ years of prior work experience in financial consulting, FP&A, corporate finance, investment banking, restructuring, or other corporate operation improvement roles. Senior Associate candidates should have experience managing multiple team members across different engagements in their prior work experience.

Candidates that demonstrate a strong alignment with our core values, with an interest in private equity, entrepreneurship, M&A, and transaction services will do well at Palm Tree.

In addition to demonstrating a strong work ethic, a capability to lead teams and manage multiple engagements, candidates should have sound technical skills and proficiency in Microsoft Excel and PowerPoint. Experience with BI technologies and other data manipulation tools is a plus but not necessary.

Additional qualities we look for in our candidates which closely align with our core values:

  • Dedicated to showing a high quality of work and always pushing themselves, and teams, to do their best
  • Identification with, and commitment to, a team first atmosphere, willing to support their teammates and learn from those around them in each engagement
  • Proactive, motivated, and a self-starter with a desire to continuously improve
  • Strong analytical, critical thinking, and project management skills with attention to detail, and the ability to provide solution-based alternatives
  • Strong communicators (i.e. writing, facilitating, and presenting), capable to communicate succinctly and sufficiently to all levels of client and management personnel
  • Flexibility in the prioritization and completion of tasks
  • An ability to stay cool in fast-paced, demanding work environments
  • Ability to maintain the highly confidential nature of information pertaining to ongoing or potential transactions
  • Knowledge of technical accounting areas such as US GAAP and Private Company reporting

This position requires 5% - 30% travel with the ability to work remotely. Timing is immediate with highly competitive base compensation, incentive, and benefits packages


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  • Job Reference: 669004678-2
  • Date Posted: 27 July 2022
  • Recruiter: Palm Tree
  • Location: Birmingham, Michigan
  • Remote Working: Some remote working possible
  • Salary: On Application
  • Job Type: Permanent