Palm Tree LLC · 1 day ago
Vice President, Transaction Advisory Services
Los Angeles, CA
Full-time
Hybrid
Mid, Senior Level
$175K/yr - $200K/yr
7+ years expPalm Tree LLC is a modern M&A value creation firm that specializes in supporting private equity firms and management teams. The Vice President in Transaction Advisory Services is responsible for directing financial due diligence engagements, managing teams, and serving as a trusted advisor to clients, with a focus on execution, business development, and team development.
AdviceConsultingFinancial Services
Responsibilities
Lead and manage end-to-end Quality of Earnings (QoE) and Working Capital Adjustment engagements
Oversee workstreams involving complex quantitative analysis, detailed financial models, and multi-layered data reviews
Review and finalize analyses across income statement, balance sheet, cash flow, net working capital, debt/debt-like items, and key operational drivers
Provide final quality control for client deliverables, including full QoE reports and diligence findings
Formulate accounting-based adjustments supported by observed trends, client discussions, and technical judgment
Guide clients on incorporating diligence findings into valuation, purchase agreements, and deal structuring
Lead diligence calls, management discussions, and financial discovery sessions to support investment decisions
Oversee day-to-day work performed by Associates and Senior Associates; provide coaching, performance feedback, and technical guidance
Ensure high-quality execution, accuracy, and timeliness across deliverables
Support internal training initiatives and elevate best practices across the TAS team
Support business development efforts, including proposal development, scoping conversations, and relationship cultivation
Identify opportunities to expand ongoing engagements or introduce additional Palm Tree service lines
Participate in firm-building initiatives such as recruiting, process improvement, and thought leadership
Begin building new client relationships and support expansion in strategic markets such as Dallas
Qualification
Required
Bachelor's degree in Accounting, Finance, or related field required
7+ years of relevant experience, ideally in Financial Due Diligence within Big-4 or a comparable FDD practice
Proven success managing multiple concurrent engagements and leading teams
Strong familiarity with QoE, revenue/expense analysis, working capital reviews, and deal-related accounting issues
Advanced Excel and financial modeling capability
Strong understanding of financial statements, GAAP, and transaction accounting
Strong analytical and critical-thinking skills with meticulous attention to detail
Excellent written, verbal, and presentation skills
Thrives in fast-paced M&A environments with shifting priorities
Highly organized with strong project-management capabilities
Proactive, entrepreneurial mindset with a “team-first” orientation
Commitment to high-quality work and continuous improvement
Ability to stay composed under pressure
Curiosity, problem-solving ability, and strong professional integrity
Alignment with Palm Tree's core values: integrity, collaboration, excellence
Preferred
MAC/MBA preferred but not required
CPA strongly preferred
Experience with BI tools or data manipulation technologies is a plus
Benefits
Medical, dental, and vision coverage
401(k) with match
Unlimited PTO
Parental leave
Additional fringe benefits
Hybrid work model with access to offices in Los Angeles, Chicago, New York, Detroit, and Dallas
Company
Palm Tree LLC
As a single-source partner, Palm Tree integrates financial, operational, analytical, and capital solutions to advise and execute value-creation initiatives that drive transactions, transitions, and transformations.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
P
Pardis Nasseri
Chairman and CEO
Recent News
2024-04-16
Company data provided by crunchbase