Apply on Employer Site

Palm Tree LLC · 2 days ago

Associate, Transaction Advisory Services

Los Angeles, CA

Full-time

Hybrid

Mid Level

$100K/yr - $150K/yr

4+ years exp

Palm Tree LLC is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services. The Associate role is crucial for supporting financial due diligence and transaction advisory engagements, involving building models, analyzing data, and preparing deliverables.

AdviceConsultingFinancial Services

Growth Opportunities

Responsibilities

Support day‑to‑day execution of financial due diligence engagements, including QoE analyses, working capital assessments, and other transaction‑related workstreams

Build and refine financial models such as QoE schedules, working capital bridges, cash flow analyses, and dashboards

Assist in developing client deliverables including QoE reports, financial reviews, management presentations, and supporting schedules

Perform detailed analyses across income statement, balance sheet, cash flow, KPIs, and operational data to identify trends and transactional insights

Participate in client calls and meetings, supporting senior team members in financial discovery and diligence processes

Provide analytical support for adjustments, deal structure considerations, and working capital targets

Manage and mentor junior team members, reviewing their analyses and supporting their development

Provide timely updates to senior team members; maintain proactive communication on engagement status

Collaborate with colleagues across engagements, sharing best practices and supporting internal training

Assist in business development efforts including proposal preparation, pitch materials, and relationship support

Contribute to process improvement, talent acquisition initiatives, and other firm‑building activities

Qualification

Financial modelingFinancial due diligenceQuality of Earnings (QoE)Microsoft ExcelMicrosoft PowerPointAnalytical capabilitiesTeam managementDetail-orientedCritical thinkingProject managementCommunication skills

Required

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

4+ years of relevant professional experience in financial due diligence, transaction advisory, audit/assurance, investment banking, private equity, or related financial consulting

Experience completing or contributing to QoE analyses and working capital reviews

Demonstrated ability to manage junior team members and produce high‑quality analytical work

Advanced proficiency in Microsoft Excel and PowerPoint

Strong financial modeling and analytical capabilities

Detail‑oriented with strong critical‑thinking skills

Ability to thrive under pressure in fast‑paced M&A environments

Excellent written, verbal, and interpersonal communication skills

Highly organized with strong project management capabilities

Proactive, motivated, and collaborative team mindset

Preferred

CPA preferred; CFA or postgraduate degrees (MAC/MBA) beneficial but not required

Experience with BI tools or data‑visualization platforms is a plus

Benefits

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

Hybrid work model with access to offices in Los Angeles, Chicago, New York, and other strategic markets.

Career advancement opportunities in Palm Tree’s merit‑based, entrepreneurial environment.

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