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Palm Tree LLC · 23 hours ago

Vice President, Accounting Advisory

Los Angeles, CA

Full-time

Hybrid

Mid, Senior Level

$175K/yr - $200K/yr

7+ years exp

Palm Tree LLC is a modern M&A value creation firm that specializes in supporting private equity firms and management teams through strategic events. The Vice President role combines strategic execution, technical accounting expertise, and client leadership, overseeing accounting and reporting projects while mentoring junior team members.

AdviceConsultingFinancial Services

Growth Opportunities

Responsibilities

Lead and manage Accounting Advisory engagements, serving as the primary client point of contact

Oversee design and execution of workstreams, including:

Technical accounting research and accounting memoranda

Accounting policies, financial statement disclosures, and supporting schedules

Purchase price accounting analyses and related journal entries

Month-end close optimization, reporting enhancements, automation opportunities, and internal controls improvements

Review and finalize deliverables such as reporting packages, KPI dashboards, models, cash flow and working-capital analyses, and board-level materials

Conduct detailed analysis of financial and operational data to identify trends, insights, and value-creation opportunities

Lead client meetings, discovery sessions, and change-management discussions, guiding clients on how to operationalize recommendations and embed improved processes

Manage and mentor junior colleagues, providing coaching, direction, and quality control across engagements

Ensure timeliness, accuracy, and excellence in all team deliverables

Support firm-wide training programs and share best practices across Palm Tree’s Accounting Advisory and broader consulting teams

Participate in business development efforts, including scoping discussions, proposals, and relationship building

Identify opportunities for additional work within existing accounts (e.g., reporting efficiencies, FP&A support, technical accounting needs, audit readiness)

Support firm-building initiatives such as talent acquisition, process improvement, and thought leadership

Qualification

Technical accountingFinancial reportingClient leadershipCPA certificationMicrosoft ExcelU.S. GAAPAnalytical skillsProject managementCommunication skills

Required

Bachelor's degree in Accounting, Finance, or related field

7–10+ years of relevant experience in technical accounting, financial reporting, audit/assurance, or accounting advisory

Experience managing year-end audits with external accounting firms

Proven track record leading multiple engagements and teams in a client-service environment

Familiarity with financial reporting (internal and external), accounting automation, month-end close optimization, and Office of the CFO initiatives

Advanced proficiency in Microsoft Excel and PowerPoint

Strong command of U.S. GAAP, technical accounting standards, and financial statement preparation

Strong analytical and critical-thinking abilities; detail-oriented

Highly organized with excellent project-management capabilities

Exceptional written, verbal, and interpersonal communication skills

Thrives under pressure in fast-paced M&A-driven environments

Commitment to high-quality work and continuous improvement

Team-first mentality with a collaborative and supportive mindset

Proactive, self-driven, and comfortable with ambiguity

Alignment with Palm Tree's core values: integrity, collaboration, excellence

Preferred

MAC/MBA

Active CPA is highly preferred; other certifications (e.g., CFA) are a plus

Experience with BI tools or data visualization platforms is a plus

Benefits

Comprehensive benefits: medical, dental, vision, 401(k) with match, unlimited PTO.

Hybrid work environment with access to offices in Los Angeles, Chicago, New York (and strategic markets firm-wide).

Merit-based advancement in an entrepreneurial, private-equity-aligned culture.

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.

Founded in 2010

El Segundo, California, USA

51-200 employees