Palm Tree LLC · 1 day ago
Vice President, Consulting Services (Cross-Functional)
Los Angeles, CA
Full-time
Hybrid
Mid, Senior Level
$150K/yr - $200K/yr
7+ years expPalm Tree LLC is a modern M&A value creation firm specializing in financial consulting, operational consulting, and investment banking services. The Vice President position is a senior management role focused on client engagement, team development, and delivering high-impact financial and operational insights to clients.
AdviceConsultingFinancial Services
Responsibilities
Lead and manage client engagements, ensuring the delivery of actionable solutions across financial, operational, and transactional challenges
Oversee the design and execution of workstreams, including complex quantitative analyses and financial modeling (e.g., QoE, 13wkcf, AOPs, three-statement models, working capital assessments, financial reporting packages, dashboards, etc.)
Provide final quality control for client deliverables, updates, and board-level presentations
Guide clients through critical decision-making processes, integration planning, and value creation initiatives
Act as the primary point of contact for clients, fostering trust and long-term relationships
Mentor and develop junior team members, fostering a high-performance, collaborative culture
Ensure the quality and timeliness of work produced by the team, maintaining Palm Tree’s high standards of excellence
Support internal training initiatives and share best practices across the firm
Contribute to business development efforts, including client relationship management and proposal development
Identify opportunities for growth within existing client accounts and new markets
Participate in firm-building initiatives, such as talent acquisition, thought leadership, and process improvement
Qualification
Required
Candidates must have a bachelor's degree in accounting, finance, business, or a related discipline; a CPA or CFA qualification is considered an advantage
7+ years of relevant experience in financial consulting, investment banking, private equity, or corporate/portco finance
Proven track record of managing client engagements and leading teams in a client services environment
Advanced proficiency in financial modeling and tools such as Microsoft Excel and PowerPoint
Experience with BI tools or data visualization platforms is a plus
Initiative-taking, motivated, and self-starter attitude
Analytical and critical thinking abilities with meticulous attention to detail
Thrives under pressure in fast-paced settings
Excellent written, verbal, and interpersonal communication skills
Benefits
Comprehensive benefits package, including health insurance
401(k) with matching contributions
Unlimited paid time off
Hybrid work environment with access to offices in Los Angeles, Chicago, and New York
Opportunities for career advancement in a merit-based, entrepreneurial 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.
51-200 employees
H1B Sponsorship
Palm Tree LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (2)
2021 (2)
Funding
Current Stage
Growth StageLeadership Team
P
Pardis Nasseri
Chairman and CEO
Recent News
Hindu Business Line
2026-01-19
Company data provided by crunchbase