Palm Tree LLC · 2 days ago
Director, Strategic Finance
Los Angeles, CA
Full-time
Onsite
Senior Level, Lead/Staff
$200K/yr - $225K/yr
10+ years expPalm Tree LLC is a modern M&A value creation firm that specializes in supporting private equity firms and management teams through strategic events. They are seeking a Director of Strategic Finance to lead their 'Office of the CFO' practice, overseeing complex financial analyses and modeling to shape strategic business decisions.
AdviceConsultingFinancial Services
Responsibilities
Guide project teams and maintain consistent communication with clients
Lead the design and execution of detailed financial models and quantitative analyses
Facilitate meetings, present insights, and provide actionable recommendations
Consult on restructuring team processes and business operations
Mentor and develop junior and mid-level team members
Identify and pursue new business opportunities, contributing to Palm Tree’s growth
Publish insights, speak at industry events, and position yourself as an expert in strategic finance
Qualification
Required
Bachelor's degree in Finance, Accounting, or a related field
10+ years in FP&A, corporate finance, investment banking, restructuring, or private equity
Proven track record in client services or PE-backed portfolio companies
Proficiency in Microsoft Excel and PowerPoint
Strong financial acumen and technical expertise
Exceptional leadership and project management capabilities
Collaborative mindset, self-motivation, and a commitment to excellence
Ability to thrive under pressure in fast-paced environments
Strong analytical and critical thinking skills
Excellent communication and presentation abilities
Highly organized with the ability to manage multiple priorities
Inquisitive and proactive approach to problem-solving
Preferred
Master's degree
Benefits
Medical, dental, and vision premium coverage.
Competitive 401k program.
Unlimited paid time off (PTO).
Robust maternity/paternity leave program.
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
Hindu Business Line
2026-01-19
Company data provided by crunchbase